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Treasury Management Sales Analyst 2

Job Description

Are you interested in a career in Payables Consulting Sales?

Are you motivated, have a great attitude and want to part of a high performing team?

Do you enjoy helping others?

As part of this exciting opportunity, you will support multiple Payables Sales Consultants and Payables Account Managers on the Payables Solutions sales team and contribute to the overall success of the team. You will work closely with our sales consultants, line partners, implementation coordinators and customers to complete tasks such as (not limited to) contracts, pricing, collecting client information for implementation, pipeline management and general sales follow up. Successful Sales Analysts always have a positive attitude, are self-starting and are committed to team success with the ability to work well independently.

Responsibilities include:

  • Maintaining sales portfolios and sales pipelines
  • Driving sales by reviewing existing client data and working with partners to source new leads
  • Coordinating with groups such as legal, marketing, and compliance to ensure documents are accurate and compliant
  • Manage divisional initiatives/projects impacting the portfolio as needed
  • Other duties as assigned

This position can be filled in the following cities: Atlanta, Washington, D.C., Baltimore, MD, Tampa, FL, Miami, FL, Jacksonville, FL

Relocation expenses not included in this posting.

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
  • Excellent verbal, written, and interpersonal communication skills
  • Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
  • Solid negotiation skills
  • A BS/BA degree or higher

Other Desired Qualifications
  • Sales/Client Support, Treasury Management products and services knowledge/experience

  • Commercial Card or Business Card experience

  • Commercial Card practitioner experience

  • CTP and/or CPCP Designation

  • Ability to form and foster relationships with external clients and internal partners
  • Analytical and problem solving skills

  • Team player and enjoy supporting a team in achieving group goals

  • Self-starter and take pride and ownership of all tasks assigned


    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.