Treasury Management Sales Analyst 2

Wells Fargo
November 7, 2021
Houston, TX
Job Type


Job Description

Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message.  In order to receive text message invitations, your profile must include a mobile phone number designated as “Personal Cell” or “Cellular” in the contact information of your application. 

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.

Commercial Banking provides financial solutions to businesses with annual sales generally in excess of $5 million. Our business lines are Wells Fargo Commercial Capital, Middle Market Banking, and Treasury Management & Payment Solutions.

Treasury Management & Payment Solutions
o Provides cash management services and digital channel capabilities for customers of Commercial Banking and Corporate & Investment Banking 
o Also serves some Consumer and Small Business Banking and Wealth and Investment Management customers, and Auto Dealer Finance partner relationships in Consumer Lending

Treasury Management includes managing and optimizing our customers' cash flow and mitigating its operational, financial, and reputational risk. We focus on creating operating efficiencies, cost savings and time savings for our customers by delivering treasury solutions through a consultative approach.

We put our customers at the center of every decision we make by focusing on their needs, being a leader in innovation, keeping things simple, and making our solutions easy to implement.

The Treasury Management Sales Analyst (SA) will support one or more Treasury Management Sales Consultants (TMSCs) on the Commercial Banking Treasury Management South Division sales team. This person assists with selling Treasury Management solutions and managing various steps of the sales process such as pre-call and post-call sales activities and proposal recommendations.

Responsibilities include:
•Assist with driving new sales opportunities by identifying client needs and performing prospect research
•Deliver client-focused solutions when preparing pricing proposals, presentations, and relationship reviews
•Assist with all pricing functions such as new pricing requests, exception pricing and annual price reviews
•Coordinate and negotiate with internal partners to ensure on-time delivery of client requests
•Maintain accurate sales pipeline and ensure key relationship systems are kept current
•Support divisional initiatives/projects impacting the portfolio as needed
•Develop a working knowledge of all Treasury products, systems and processes
•Consult with clients on the phone
•Support Business Banking partners with training and education on treasury products and processes

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. 

The salary range displayed below is based on a Full-time 40 hour a week schedule:
Salary range is determined by the location of the job.

TX-HOU-Downtown: Min: $50,400 Mid: $70,000 Max: $89,600
CO-Denver: Min: $50,400 Mid: $70,000 Max: $89,600
TX-DAL-Downtown Dallas: Min: $50,400 Mid: $70,000 Max: $89,600
TX-Plano: Min: $50,400 Mid: $70,000 Max: $89,600
TX-Austin: Min: $50,400 Mid: $70,000 Max: $89,600
TX-SA-North Central: Min: $50,400 Mid: $70,000 Max: $89,600

May be considered for a discretionary bonus

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
  • A BS/BA degree or higher
  • Strong sales skills
  • Treasury management sales experience
  • Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
  • Strong organizational, multi-tasking, and prioritizing skills
  • Excellent verbal, written, and interpersonal communication skills
  • Ability to work in a fast paced deadline driven environment
  • Strong analytical skills with high attention to detail and accuracy
  • Outstanding problem solving skills
  • Ability to navigate multiple computer systems, applications, and utilize search tools to find information
  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
  • Ability to develop partnerships and collaborate with other business and functional areas
  • Ability to work effectively in a team environment

Other Desired Qualifications

• Business-to-business sales experience
• Client facing experience
• Solid negotiation skills
• Leadership experience
• Ability to consult with clients on the phone, via email, in person, and via video conference
• Proven to be a self-starter

Salary Information

The salary range displayed below is based on a Full-time 40 hour a week schedule.

TX-HOU-Downtown: Min: $50,400 Mid: $70,000 Max: $89,600
CO-Denver: Min: $50,400 Mid: $70,000 Max: $89,600
TX-DAL-Downtown Dallas: Min: $50,400 Mid: $70,000 Max: $89,600
TX-Plano: Min: $50,400 Mid: $70,000 Max: $89,600
TX-Austin: Min: $50,400 Mid: $70,000 Max: $89,600
TX-SA-North Central: Min: $50,400 Mid: $70,000 Max: $89,600

Street Address

TX-HOU-Downtown: 1000 Louisiana St - Houston, TX
CO-Denver: 1700 Lincoln St - Denver, CO
TX-DAL-Downtown Dallas: 1445 Ross Ave - Dallas, TX
TX-Plano: 4975 Preston Park Blvd - Plano, TX
TX-Austin: 111 Congress Avenue - Austin, TX
TX-SA-North Central: 40 Ne Loop 410 - San Antonio, TX


    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.

Benefits Summary


Visit for benefits information.

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