Treasury Management Sales Support Analyst

Jobtailor; Town of Florida (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

Wells Fargo in New York City is seeking a Treasury Management Sales Support professional to gather prospect information and support consultants.

You will identify process improvements, evaluate alternatives for risk and compliance, and present recommendations to resolve complex situations.

This role collaborates with internal partners and external customers, supporting risk programs and policy adherence in a fast-paced environment.

Qualifications

• 2+ years of Treasury Management Sales Support experience.
• Knowledge of Treasury Management products, services, and implementation processes.
• Strong negotiation, communication, and relationship-building skills.
• Ability to prioritize and meet deadlines in a dynamic environment.
• Collaboration across business and functional groups.
• Proficiency with Microsoft Office applications.
• Excellent verbal, written, and interpersonal communication.

Responsibilities

• Gather and summarize prospect information for Treasury Management consultants.
• Identify opportunities for process improvements within assigned responsibilities or functional area.
• Review and research basic or tactical operational assignments, evaluating alternatives for low- to medium-risk deliverables.
• Present recommendations for resolving more complex situations.
• Develop understanding of function, policies, procedures, and compliance requirements.
• Provide information to functional colleagues, internal partners, stakeholders, and internal and external customers.
• Execute applicable risk programs and follow Wells Fargo policies and procedures.
• Fulfill risk and compliance obligations and escalates and remediate issues as needed.
• Support proactive monitoring, governance, risk identification, and escalation.

Skills

Treasury Management

Risk Compliance

Process Improvement

Negotiation

Communication

Organization

Collaboration

Problem Solving

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Job description

• Gather and summarize prospect information for Treasury Management consultants
• Identify opportunities for process improvements within assigned responsibilities or functional area
• Review and research basic or tactical operational assignments, evaluating alternatives for low- to medium-risk deliverables
• Present recommendations for resolving more complex situations
• Develop understanding of function, policies, procedures, and compliance requirements
• Provide information to functional colleagues, internal partners, stakeholders, and internal and external customers
• Execute applicable risk programs and follow Wells Fargo policies and procedures
• Fulfill risk and compliance obligations and escalates and remediate issues as needed
• Support proactive monitoring, governance, risk identification, and escalation

Requirements

• 2+ years of Treasury Management Sales Support experience, or equivalent demonstrated through work experience, training, military experience, or education
• Knowledge of Treasury Management products, services, and implementation processes
• Strong negotiation, communication, and relationship-building skills
• Ability to prioritize, meet deadlines, and operate effectively in a dynamic, fast-paced environment
• Collaboration skills and ability to partner across business and functional groups
• Excellent verbal, written, and interpersonal communication capabilities
• Intermediate proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint)
• Strong organizational skills
• Ability to solve problems with a structured, analytical approach
• Employees affected by outside activities or personal investing compliance policies must provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired

Core Competencies

Demonstrates expertise in Treasury Management products and services, with a strong focus on risk compliance and process improvement. Capable of effective communication and collaboration across various functional groups to support operational excellence.

Highest-signal resume keywords

• Treasury Management Sales Support Experience
• Risk Compliance Management
• Process Improvement Identification
• Strong Negotiation Skills
• Microsoft Office Proficiency

ATS Optimization Keywords

Hard Skills

• Treasury Management Products
• Operational Evaluation
• Risk Program Execution
• Analytical Problem Solving
• Process Implementation

Soft Skills

• Communication Skills
• Relationship-Building Skills
• Organizational Skills
• Collaboration Skills
• Ability to Meet Deadlines

Industry Keywords

• Compliance Requirements
• Governance
• Risk Identification
• Stakeholder Engagement
• Dynamic Environment

Tools & Technologies

• Microsoft Word
• Microsoft Excel
• Microsoft Outlook
• Microsoft PowerPoint