Treasury Management Support Analyst

Wells Fargo

. Participate in gathering and summarizing prospect information for Treasury Management consultants .

Posted 11/3/2026full-timeUnited StatesJuniorMid-Level💰 $29 - $48 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Treasury Management Sales Support, with a strong understanding of banking operations and compliance requirements. Capable of collaborating effectively across teams while providing exceptional client support and problem-solving skills.

Highest-signal resume keywords

Treasury Management Sales Support ExperienceKnowledge Of General BankingClient Support ExperienceIntermediate Microsoft Office SkillsStrong Analytical Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Treasury Management Products And ServicesSales ExperienceBusiness-To-Business Sales ExperienceProblem Solving SkillsNegotiation Skills

Soft Skills

Excellent Verbal Communication SkillsExcellent Written Communication SkillsStrong Organizational SkillsAbility To Work Under PressureAbility To Collaborate Effectively

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft OutlookMicrosoft PowerPoint

Industry Keywords

Risk ComplianceMonitoringGovernanceEscalationRemediation

About the role

Key responsibilities & impact

Participate in gathering and summarizing prospect information for Treasury Management consultants
Identify opportunities for process improvements within scope of responsibilities or functional area
Review and research basic or tactical operational assignments requiring evaluation and selection of alternatives related to low to medium risk deliverables
Present recommendations for resolving more complex situations and exercise some independent judgment while developing understanding of function, policies, procedures, and compliance requirements
Provide information to functional colleagues, internal partners, and stakeholders, including internal and external customers
Support Wells Fargo’s risk, compliance, monitoring, governance, escalation, and remediation requirements

Requirements

What you’ll need

2+ years of Treasury Management Sales Support experience, or equivalent demonstrated through work experience, training, military experience, or education
Sales or client support experience
Knowledge and understanding of general banking
Experience with treasury management products and services
A BS/BA degree or higher
Business-to-business sales experience
Client support experience
Treasury management sales experience
Ability to develop partnerships and collaborate with other business and functional areas
Ability to navigate multiple computer systems, applications, and utilize search tools to find information
Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
Ability to work effectively in a team environment
Ability to work in a fast paced deadline driven environment
Excellent verbal, written, and interpersonal communication skills
Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
Outstanding problem solving skills
Solid negotiation skills
Strong analytical skills with high attention to detail and accuracy
Strong organizational, multi-tasking, and prioritizing skills
Specific compliance policies may apply regarding outside activities and/or personal investing
Must provide 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