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Senior Treasury Sales Analyst, Healthcare
Wells Fargo. Partner with Treasury Management Consultants and relationship teams to support complex healthcare client portfolios and deliver Treasury Management solutions .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Treasury Management solutions, particularly within healthcare financial operations, while effectively managing client relationships and complex implementations. Strong analytical and organizational skills are essential for delivering customized proposals and coordinating cross-functional teams.
Highest-signal resume keywords
Treasury Management Sales SupportHealthcare Financial OperationsComplex Implementations CoordinationClient Relationship ManagementProposal Development
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Treasury Management ProductsACHWiresReceivablesLockboxLiquidityFraud PreventionInformation ReportingCost-Benefit AnalysesRFP Responses
Soft Skills
Organizational SkillsAnalytical SkillsCommunication SkillsRelationship ManagementMentoring
Industry Keywords
Healthcare ClientsCommercial BankingCorporate BankingFinancial ServicesRevenue Cycle Management
About the role
Key responsibilities & impact- Partner with Treasury Management Consultants and relationship teams to support complex healthcare client portfolios and deliver Treasury Management solutions
- Lead and participate in client conversations involving complex transactions, implementations, and ongoing relationship needs
- Analyze business and client challenges, research solutions, and coordinate internal partners through resolution
- Support client needs across payments, receivables, liquidity, fraud prevention, information reporting, and other Treasury Management solutions
- Coordinate complex implementations and initiatives across product, implementation, service, operations, and relationship teams
- Prepare customized proposals, pricing scenarios, cost-benefit analyses, presentations, relationship reviews, and RFP responses
- Manage multiple client priorities and deliverables while maintaining responsiveness, organization, and attention to detail
- Build collaborative relationships across internal teams to resolve issues, identify solutions, and support business objectives
- Apply knowledge of policies, procedures, controls, and compliance requirements when supporting client solutions
- Serve as a resource to peers and less experienced team members through coaching, knowledge sharing, and mentorship
- Support Wells Fargo’s risk identification, escalation, governance, monitoring, and remediation activities
Requirements
What you’ll need- 4+ years of Treasury Management Sales Support experience, or equivalent demonstrated through work experience, training, military experience, or education
- Experience supporting healthcare clients within Treasury Management, Commercial Banking, Corporate Banking, or financial services
- Experience supporting complex commercial, corporate, or specialized-industry portfolios
- Knowledge of healthcare financial operations, including revenue cycle management, receivables, payables, payments, reconciliation, or related financial processes
- Experience with Treasury Management products and solutions, including ACH, wires, receivables, lockbox, liquidity, fraud prevention, payments, or information reporting
- Experience supporting complex implementations and coordinating deliverables across multiple teams
- Experience with pricing, proposals, presentations, relationship reviews, cost-benefit analyses, or RFP responses
- Experience leading client conversations and independently researching and resolving complex business or client issues
- Strong organizational, analytical, communication, and relationship-management skills
- Experience mentoring, coaching, training, or serving as a resource to others
- Must work on-site
- Ability to comply with Wells Fargo policies, procedures, controls, and risk and compliance requirements
- Accurate information and supporting documentation for lawful employment and education verification
Benefits
Comp & perks- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
- Incentive opportunities may be available