Senior Treasury Management Sales Support Analyst

Wells Fargo

. Lead customer calls and clients through highly complex transactions and large, complex implementation meetings while directing internal resources and activities .

Posted 9/18/2026full-timePhiladelphia • North Carolina • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Treasury Management Sales Support, with a strong focus on client relationship management, complex transaction handling, and effective communication. Proven ability to lead teams, mentor individuals, and drive process improvements while adhering to compliance and operational standards.

Highest-signal resume keywords

Treasury Management Sales SupportClient Relationship ManagementDynamics 365B2B Sales SuccessLeadership and Mentoring

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Complex Transaction ManagementCost-Benefit AnalysisPricing ScenariosPortfolio ManagementProcess ImprovementAnalytical SkillsNegotiation SkillsSales AcumenOperational DisciplineCompliance Adherence

Soft Skills

Excellent Communication SkillsOrganizational SkillsProblem-Solving SkillsCollaborative Team PlayerProactive Approach

Tools & Technologies

Microsoft Office SuiteFulfillment Platform (WICE)Relationship PricerGPL Sales Support Tools

Industry Keywords

Commercial Client SegmentsCorporate Client SegmentsSpecialized Industry Client SegmentsSales Growth InitiativesClient Satisfaction

About the role

Key responsibilities & impact

Lead customer calls and clients through highly complex transactions and large, complex implementation meetings while directing internal resources and activities
Review and analyze moderately complex business challenges requiring in-depth evaluation of multiple factors
Prepare complex customized sales proposals, cost-benefit analyses, and pricing scenarios
Resolve moderately complex issues and lead teams to meet project deliverables while following function, policy, procedure, and compliance requirements
Collaborate with peers, colleagues, and mid-level managers to resolve issues and achieve goals
Lead projects and teams or mentor less experienced individuals
Serve as a trusted advisor to Treasury Management Consultants, Relationship Managers, and clients
Manage a portfolio of complex client relationships, including onboarding, implementation, maintenance, and servicing activities
Deliver a consistent, high-quality client experience through proactive communication, responsiveness, and issue resolution
Partner with Sales, Product, Service, Operations, Implementation, and Relationship Management teams to achieve client outcomes
Identify opportunities to increase treasury management product utilization and support sales growth initiatives
Maintain focus on risk management, accuracy, operational discipline, and adherence to policies and procedures
Identify process improvement, product utilization, and client satisfaction opportunities
Mentor and support less experienced analysts by sharing treasury management knowledge, best practices, and guidance

Requirements

What you’ll need

4+ years of Treasury Management Sales Support experience, or equivalent demonstrated through work experience, training, military experience, or education
Advanced experience supporting Treasury Management Consultants and Relationship Managers
Experience with GPL sales support processes, onboarding, pricing, implementation, and portfolio management activities
Demonstrated leadership experience, including coaching, mentoring, or leading team initiatives
Experience working with commercial, corporate, or specialized industry client segments
Knowledge of Dynamics 365, Fulfillment Platform (WICE), Relationship Pricer, and GPL sales support tools
Proven success in business-to-business (B2B) sales
Ability to build and maintain strategic partnerships across business and functional teams
Skilled in navigating multiple computer systems and applications, including effective use of search tools
Strong organizational skills with the ability to prioritize tasks, meet deadlines, and perform under pressure in a dynamic environment
Collaborative team player with a proactive approach to problem-solving
Comfortable working in fast-paced, deadline-driven settings
Excellent verbal and written communication skills, with strong interpersonal abilities
Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
Exceptional problem-solving and analytical skills with high attention to detail
Effective negotiation skills with a focus on achieving positive outcomes
Strong sales acumen and results-oriented mindset
This position is not eligible for Visa Sponsorship

Benefits

Comp & perks

Hybrid work schedule
Up to 15% travel associated with the position
Equal opportunity employment
Medical accommodation support during the application or interview process
Drug-free workplace