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Treasury Management Sales Analyst 2

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Wells Fargo

2021-12-03 16:05:20

Job location Shawnee Mission, Kansas, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

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

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

The Treasury Management Sales Analyst 2 serves as primary back-up customer contact for Treasury Management Sales Consultants (TMSC).

This position is responsible for, but not limited to, the following:

  • Provides cash management services and digital channel capabilities for customers of Commercial Banking and Corporate & Investment Banking
  • Serves some Consumer and Small Business Banking and Wealth and Investment Management customers, and Auto Dealer Finance partner relationships in Consumer Lending
  • 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
  • May provide leadership, guidance and subject matter expertise to less experienced team members

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.



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

  • 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
  • Strong sales skills



Other Desired Qualifications
  • Implementation experience


Street Address

MN-Minneapolis: 90 S 7th St - Minneapolis, MN
IA-Des Moines: 800 Walnut St - Des Moines, IA
WI-Milwaukee: 100 E Wisconsin Ave - Milwaukee, WI



Disclaimer

    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

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