Wells Fargo→
Treasury Management Sales Support Analyst
InternshipHybrid
Location
Short Hills, NJ
Salary
$60k–$91k/yr
Experience
Not specified
Posted
5 days ago
Skills
treasury management sales supporttreasury management productstreasury management servicestreasury management implementation processesmicrosoft office
Job Description
Summary: Wells Fargo is a leading financial services company seeking a Treasury Management Sales Support Analyst within their Global Treasury Management team. The role involves supporting Treasury Management Consultants by analyzing client information, identifying process improvements, and providing recommendations to enhance client experiences.
Responsibilities:
- Support Treasury Management Consultants by gathering, analyzing, and summarizing current clients and prospect information to drive the sales process
- Identify process improvement opportunities within your functional area to help streamline and enhance client and partner experiences
- Research and assess operational requests tied to low- to medium-risk deliverables, evaluating alternatives and recommending the best path forward
- Provide recommendations on more complex or nuanced situations, exercising sound judgment while deepening your understanding of policies, procedures, and compliance requirements
- Serve as a key information resource for internal partners, stakeholders, and external clients-ensuring clarity, accuracy, and service excellence
Required Qualifications:
- 2+ years of Treasury Management Sales Support experience, or equivalent experience demonstrated through work history, training, military service, or education
Preferred Qualifications:
- Knowledge of Treasury Management products, services, and implementation processes
- Strong negotiation, communication, and relationship-building skills
- Proven ability to prioritize, meet deadlines, and operate effectively in a dynamic, fast-paced environment
- Demonstrated collaboration skills and the 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 and the ability to solve problems with a structured, analytical approach
Required Skills: Treasury Management Sales Support, Treasury Management Products, Treasury Management Services, Treasury Management Implementation Processes, Microsoft Office
Benefits: Health benefits, 401(k) Plan, Paid time off, Disability benefits, Life insurance, critical illness insurance, and accident insurance, Parental leave, Critical caregiving leave, Discounts and savings, Commuter benefits, Tuition reimbursement, Scholarships for dependent children, Adoption reimbursement
Benefits
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement