Treasury Management Support Analyst

Wells Fargo

. Partner with Treasury Management Consultants to support sales, prospecting, portfolio growth, and client relationships .

Posted 9/22/2026full-timeUnited StatesJuniorMid-Level💰 $29 - $52 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Treasury Management Sales Support, with a strong focus on client relationship management, proposal preparation, and process improvement. Proficient in Treasury Management products and services, ensuring effective collaboration across teams to enhance client experiences.

Highest-signal resume keywords

Treasury Management Sales SupportClient Relationship ManagementTreasury Management Products KnowledgeAnalytical and Problem-Solving AbilitiesMicrosoft Excel Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Treasury ManagementCommercial BankingPaymentsCash ManagementACHWiresPositive PayLockboxMerchant ServicesRemote Deposit Capture

Soft Skills

Organizational SkillsInterpersonal CommunicationCollaborationAttention to DetailTime Management

Tools & Technologies

Microsoft ExcelMicrosoft OutlookMicrosoft PowerPointMicrosoft Word

Industry Keywords

Sales SupportClient ExperienceProcess ImprovementRisk and ComplianceBusiness-to-Business Sales

About the role

Key responsibilities & impact

Partner with Treasury Management Consultants to support sales, prospecting, portfolio growth, and client relationships
Analyze client needs and identify Treasury Management opportunities, solutions, and service enhancements
Prepare proposals, presentations, pricing, client reviews, and other sales materials
Participate in client meetings, lead appropriate client interactions, and own follow-up activities
Coordinate implementation and onboarding activities to ensure timely execution and a strong client experience
Partner across Sales, Operations, Service, Product, and other teams to resolve client needs and issues
Maintain accurate pricing, pipeline, implementation documentation, and reporting
Manage multiple client requests, implementations, and priorities while meeting service expectations
Identify process improvements that increase efficiency and team effectiveness
Build Treasury Management, sales, and client management expertise while supporting team coverage, collaboration, and development
Follow applicable risk and compliance programs, policies, and procedures
Escalate and remediate issues and make sound risk decisions within business risk appetite

Requirements

What you’ll need

2+ years of Treasury Management Sales Support experience, or equivalent demonstrated through work experience, training, military experience, or education
Experience supporting Treasury Management, Commercial Banking, Business Banking, Payments, or Cash Management teams
Knowledge of Treasury Management products, services, and implementation processes, including ACH, Wires, Positive Pay, Lockbox, Merchant Services, Commercial Cards, and Remote Deposit Capture
Experience supporting business-to-business sales activities and client relationships
Ability to build partnerships and collaborate effectively across business and functional teams
Strong organizational skills with the ability to manage multiple priorities and deadlines in a fast-paced environment
Excellent verbal, written, and interpersonal communication skills
Proven analytical and problem-solving abilities with strong attention to detail and accuracy
Ability to navigate multiple systems, applications, and research tools to gather and analyze information
Intermediate proficiency in Microsoft Excel, Outlook, PowerPoint, and Word
Bachelor's degree or higher preferred
Must work from one of the required locations listed
Relocation assistance is not available
Not eligible for VISA sponsorship

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
Hybrid work schedule