Treasury Management Sales Coordinator

Wells Fargo
Published
May 13, 2022
Location
Houston, TX
Category
Job Type

Description

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.

About this role:

Wells Fargo is seeking a Treasury Management Sales Coordinator to drive the execution of Wells Fargo Treasury Management customer's digital payment conversion initiatives as part of the Supplier Analysis & Onboarding (SAO) team.

In this role, you will:

  • Support in conducting outbound call and mail campaigns
  • Work with clients and other Treasury Management Sales individuals to define campaign strategy and maximize effectiveness and apply knowledge of accounts payable processes to effectively articulate the value proposition to suppliers
  • Perform moderately complex administrative, transactions and operational tasks within Treasury Management Sales functional area
  • Contact the suppliers of existing commercial customers, with the goal of enrolling them in electronic payment solutions
  • Receive direction from supervisor and escalate non-routine inquiries in the Treasury Management Sales functional area
  • Interact with Treasury Management Sales team and functional area on a wide range of information
  • With experience you may perform the role of a Dedicated Sales Coordinator and manage a portfolio of customers.
  • Provides leadership, guidance, and subject matter expertise to less experienced team members
  • May assist with training of new team members
  • Individual will be a leader in all processes and procedures, assisting to update and proactively identify opportunities for improvement in processes.
  • Additional responsibilities may include:
  • Additional team member support functions such as management and/or team lead of shared inbox and customer correspondence with the potential for specific job family special projects.
  • Special projects may be self-identified process improvement ideas shared with management for any of the SAO job families or management identified opportunities for leadership in a vital SAO initiative.

Required Qualifications, US:

  • 2+ years of Treasury Management Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • Bachelors Degree
  • Experience in outbound sales
  • Credit card industry experience
  • Knowledge and understanding of sales or client support, general banking, or treasury management
  • Knowledge and understanding of treasury management industry, products and services
  • Knowledge of accounts receivable and accounts payable processing
  • Knowledge of digital payment trends including commercial card and ACH payments
  • A bility to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
  • Strong presentation skills
  • Strong communication skills
  • A sense of urgency, passion for results, personal accountability, and strong ethical standards are fundamental to success in this role
  • Advanced Microsoft Excel skills
  • Experience in phone based sales (for Phone Based role)

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.

Pay Range

$23.13 - $41.11 Hourly

Benefits

  • Information about Wells Fargo's employee benefits

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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