Treasury Management Consulting Director

Jobtailor; Colorado; On-site; USD 120,000 - 180,000; Full time

Job summary

Wells Fargo seeks an experienced Treasury Management Sales Executive to drive client relationships and sales strategies within its Commercial Banking division. You will lead a Treasury Management Consulting team, coordinate with marketing and product partners, and ensure outcomes across the full sales cycle.

The role emphasizes data-driven forecasting, risk controls, and global collaboration with senior stakeholders in a fast-paced environment.

Qualifications

• 10+ years of Treasury Management Sales experience; or equivalent demonstrated through work experience, training, military experience, or education.
• 4+ years of management or leadership experience.
• Comprehensive knowledge of the GPL product suite, including merchant and F/X, and delivery platforms.
• In-depth understanding of Commercial Banking’s client segments, industries, and clients.
• Executive presence and ability to drive outcomes through influencing at all levels of the organization.

Responsibilities

• Identify, acquire, and grow client relationships to improve market share and achieve sustained, profitable growth.
• Lead implementation of sales strategies to improve productivity, client acquisition, deepening, and sales effectiveness.
• Manage and develop a Treasury Management Consulting team of individual contributors and managers.
• Align relationship planning and sales strategy with marketing initiatives and sales tools.
• Drive sales results through growth strategies, full product-suite delivery, and continuous improvement.

Skills

Treasury Management

Leadership Experience

GPL Product Suite Knowledge

Client Segmentation Understanding

Sales Strategy Development

Tools

Sales Tools

AI Tools

Delivery Platforms

Job description

• Serve as accountable sales executive aligned with a Commercial Banking division
• Identify, acquire, and grow client relationships to improve market share and achieve sustained, profitable growth
• Lead implementation of sales strategies to improve productivity, client acquisition, deepening, and sales effectiveness
• Manage and develop a Treasury Management Consulting team of individual contributors and managers
• Build and implement sales and product strategies based on market and industry trends with peers and Commercial Banking partners
• Align relationship planning and sales strategy with marketing initiatives and sales tools
• Drive sales results through growth strategies, full product-suite delivery, and continuous improvement
• Ensure accountability across the full sales cycle, including financial results, escalations, client retention, and customer experience
• Identify growth goals, wallet and penetration objectives, sales targets, and key performance indicators
• Leverage AI, sales tools, and data analysis to forecast sales trends and identify opportunities
• Set performance expectations, measure performance, and identify training needs and resources
• Strengthen risk and control infrastructure around sales procedures, policies, activities, and product placement
• Identify and mitigate risk, improve controls, and participate in issues management

Requirements

• 10+ years of Treasury Management Sales experience, or equivalent demonstrated through one or a combination of work experience, training, military experience, or education
• 4+ years of management or leadership experience
• Comprehensive knowledge of the GPL product suite, including merchant and F/X, and delivery platforms
• In-depth understanding of Commercial Banking’s client segments, industries, and clients
• Executive presence and ability to drive outcomes through influencing at all levels of the organization
• Excellent communication, interpersonal, and presentation skills
• Demonstrated strategic vision with ability to lead execution across multiple priorities simultaneously
• Ability to operate in a highly matrixed and global environment with multiple and senior stakeholders
• This position is not eligible for Visa Sponsorship
• Compliance with applicable outside-activities and personal-investing policies
• Ability to fulfill Wells Fargo risk, compliance, policy, and hiring requirements

Core Competencies

Demonstrates extensive Treasury Management Sales expertise with a strong focus on client relationship development, strategic sales execution, and team leadership. Proven ability to leverage data analysis and sales tools to drive growth and improve client retention in a Commercial Banking environment.

Highest-signal resume keywords

• Treasury Management Sales Experience
• Leadership Experience
• GPL Product Suite Knowledge
• Client Segmentation Understanding
• Sales Strategy Development

ATS Optimization Keywords

Hard Skills

• Sales Strategy Implementation
• Data Analysis
• Client Acquisition
• Sales Effectiveness
• Risk Management
• Performance Measurement
• Financial Results Accountability
• Market Trend Analysis
• Sales Target Achievement
• Product Suite Delivery

Soft Skills

• Excellent Communication
• Interpersonal Skills
• Presentation Skills
• Influencing Skills
• Strategic Vision

Industry Keywords

• Commercial Banking
• Client Retention
• Market Share Growth
• Risk and Control Infrastructure
• Compliance Policies

Tools & Technologies

• Sales Tools
• AI Tools
• Delivery Platforms