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Treasury Management Support Analyst

$28.85 - $52.4 per hour

Wells Fargo

About this role: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 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.Wells Fargo's Global Payments & Liquidity (GPL) team is an integrated, forward-looking product organization with end-to-end payments, data, liquidity, and associated lending solutions that enable our clients to achieve their business objectives in an evolving digital world.Wells Fargo is seeking a Treasury Management Support Analyst within Global Payments and Liquidity as part of Enterprise Functions.The Treasury Management Analyst supports assigned Treasury Management Consultants in delivering payments, liquidity, data, and related financial solutions that help clients achieve their business objectives. This role combines portfolio support, pricing administration, implementation coordination, and client relationship management. You will play an important role in enhancing the client experience, improving operational efficiency, and supporting the accurate implementation and servicing of treasury management solutions.In this role, you will:Partner with assigned Treasury Management Consultants to support client relationships and portfolio growth opportunitiesPrepare for client meetings by reviewing portfolio information, sales tools, and relevant client data to identify potential service enhancementsIdentify and present potential service enhancements or opportunities to Treasury Management Consultants and Relationship Managers based on portfolio researchParticipate in client meetings and coordinate assigned follow-up activities through completionConduct client follow-up calls for lower-complexity opportunities within established procedures, as appropriateCoordinate treasury management referrals and submit accurate, timely implementation requests within established service expectationsSupport post-implementation review to confirm approved pricing, products, and services are established accurately and escalate discrepanciesReview portfolio information and investigate significant changes or variances; communicate findings and collaborate with appropriate sales, implementation, service, and operations partnersRequired Qualifications:2+ years of Treasury Management Sales Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educationDesired Qualifications:Experience with commercial payments, treasury management implementation, or servicing treasury management clientsExperience reviewing portfolio or client information to identify potential service enhancements or implementation needsExperience coordinating multiple referrals, implementation requests, or client deliverables through completionExperience reviewing and interpreting portfolio, pricing, revenue, and balance informationExperience maintaining accurate client documentation, pricing information, and implementation dataExperience communicating with clients, pricing, implementation, or portfolio information to internal partners and clientsClient-facing experience supporting complex treasury management, payments, or financial services needsProficiency with Microsoft Excel, PowerPoint, Word, and OutlookJob Expectations:Ability to travel up to 10% of the timeThis position offers a hybrid work scheduleThis position is not eligible for Visa SponsorshipSpecific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment processPay RangeSalary is just one component of Wells Fargo's total rewards package. Depending on the role, a Wells Fargo's employee may be eligible for additional forms of compensation, such as sales incentives, discretionary bonuses, and/or equity in the company in the form of Restricted Stock Units (RSUs).Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $28.85 - $52.40Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.Health benefits401(k) PlanPaid time offDisability benefitsLife insurance, critical illness insurance, and accident insuranceParental leaveCritical caregiving leaveDiscounts and savingsCommuter benefitsTuition reimbursementScholarships for dependent childrenAdoption reimbursementPosting End Date:26 Oct 2026*Job posting may come down early due to volume of applicants.We Value Equal OpportunityWells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.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.Applicants with DisabilitiesTo request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.Drug and Alcohol PolicyWells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.Wells Fargo Recruitment and Hiring Requirements:a. Third-Party recordings are prohibited unless authorized by Wells Fargo.b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.SummaryLocation: MINNEAPOLIS, MN; IRVING, TX; CHICAGO, ILType: Full time

Vacancy posted 2 days ago
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