Treasury Management Sales Analyst 2

Wells Fargo
June 6, 2021
San Francisco, CA
Job Type


Job Description

Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message.  In order to receive text message invitations, your profile must include a mobile phone number designated as 'Personal Cell' or 'Cellular' in the contact information of your application. 

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in 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.

Commercial Banking provides financial solutions to businesses with annual sales generally in excess of $5 million. Our business lines are Wells Fargo Commercial Capital, Middle Market Banking, and Treasury Management & Payment Solutions.

Treasury Management & Payment Solutions
o    Provides cash management services and digital channel capabilities for customers of Commercial Banking and Corporate & Investment Banking 
o    Also serves some Consumer and Small Business Banking and Wealth and Investment Management customers, and Auto Dealer Finance partner relationships in Consumer Lending

*Please note - other Treasury Management HUB locations will be considered. 

Provides Sales Support and Serves as primary back-up customer contact for Treasury Management Sales Consultants (TMSC) in the Small Business, Wealth, or Region Coverage lines of business . Proactively identifies and acts on client cross-sell opportunities. Gathers and summarizes prospect information for TMSCs. Prepares customized sales proposals, conducts cost/benefit analyses, builds multiple pricing scenarios and helps to identify pricing improvements and margin opportunities. Participates in customer calls as appropriate and provides pre and post-sale customer support. Facilitates large and/or complex implementation meetings, coordinates internal resources and implementation activities, and communicates expectations to customers. If supporting Small Business, facilitates implementation of core TM services related to Small Business Optimize Product offering. May provide leadership, guidance and subject matter expertise to less experienced team members.The Treasury Management Sales Analyst will support one or more Treasury Management Sales Consultants (TMSCs) within the Region Coverage or Small Business Commercial Banking Treasury Management team. This person assists with selling Treasury Management solutions and managing various steps of the sales process such as pre-call and post-call sales activities and proposal recommendations.  Conducts necessary research and gathers prospect/customer information to prepare Sales Consultants for sales calls. Assists with the development of sales proposals and pricing models. Provides post-sales customer service support including leading large and/or complex implementation meetings, coordinate internal resources and implementation activities, and communicate expectations to customers. The SA will provide leadership, guidance and subject matter expertise to less experienced team members. The ideal candidate must manage change well, while being a highly motivated, proactive, self-starter that takes pride and accountability for all tasks assigned. Success in this role comes from commitment to teamwork, creating positive and professional partnerships, proactive follow up and detailed follow through with exceptional organizational skills.

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. 

The salary range displayed below is based on a Full-time 40 hour a week schedule:

Salary range is determined by the location of the job.

May be considered for a discretionary bonus.

Required Qualifications

  • 2+ years of experience in one or a combination of the following: sales, sales support, general banking, or direct client contact; or a BS/BA degree or higher

Desired Qualifications

  • Experience with treasury management products and services
  • Sales or client support experience
  • Knowledge and understanding of general banking

Other Desired Qualifications

  • BS/BA degree or higher
  • Treasury management sales experience
  • Business-to-business sales experience
  • Client facing experience
  • Sales or client support experience
  • Ability to provide leadership by coaching, training, and mentoring
  • Implementation experience
  • Excellent verbal, written, and interpersonal communication skills
  • Ability to develop partnerships and collaborate with other business and functional areas
  • Ability to motivate staff 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
  • Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
  • Outstanding problem solving skills
  • Intermediate negotiation skills
  • Proven to be a self-starter
  • Strong analytical skills with high attention to detail and accuracy

Salary Information

The salary range displayed below is based on a Full-time 40 hour a week schedule.

AZ-Chandler: Min: $50,400 Mid: $70,000
CA-SF-Financial District: Min: $60,500 Mid: $84,000
MN-Minneapolis: Min: $50,400 Mid: $70,000
NC-Charlotte: Min: $50,400 Mid: $70,000

Street Address

NC-Charlotte: 301 S Tryon St - Charlotte, NC
MN-Minneapolis: 600 S 4th St - Minneapolis, MN
AZ-Chandler: 2700 S Price Rd - Chandler, AZ
CA-SF-Financial District: 333 Market St - San Francisco, CA


All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

Relevant military experience is considered for veterans and transitioning service men and women.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

Benefits Summary


Visit for benefits information.

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