What are the responsibilities and job description for the Treasury Management Support Analyst position at Wells Fargo?
About this role:
Wells Fargo is seeking a talented person who will put our customers at the center of everything we do. We are seeking a candidate who embraces a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
In this role, you will:
- Onboard Treasury Services for large non-bank financial institutions.
- Help manage client onboarding and product implementations from the sales support perspective, serving as a key partner among downstream and upstream onboarding teams.
- Partner closely with Treasury Management Consultants, helping them achieve speed to revenue. Proactively communicate with customers, answering questions, providing updates on ongoing initiatives, and generally serving as the extension of the consultant.
- Get to know your clients and understand their unique needs and requirements.
- Identify opportunities for process improvements within scope of responsibilities or functional area.
- Review and research basic or tactical operational assignments that require evaluation and selection of alternatives, related to low to medium risk deliverables.
- Present recommendations for resolving more complex situations and exercise some independent judgement while developing understanding of function, policies, procedures, and compliance requirements.
- Have opportunity to develop and practice sales skills, with the goal of eventually becoming a Treasury Management Consultant.
Required Qualifications:
- 2 years of Treasury Management Sales Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Experience in Treasury Management
- Strong business-to-business sales acumen
- Experience supporting large, complex clients
- Ability to think strategically, implement, and deliver business objectives
- Ability to develop strong partnerships
- Excellent communication skills
- Interest or experience in the corresponding banking industry
- Ability to be a self-starter and independent learner
- Interest in a sales role
Job Expectations:
- Ability to travel up to 10% of the time
- This position offers a hybrid work schedule
- This position is not eligible for Visa Sponsorship
- Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
** Depending on applicant volume this role could be removed early **
Posting End Date:
29 Oct 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.