Lead Emerging Middle Market Business Development Representative

Reposted 3 Days Ago
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Miami, FL, USA
Hybrid
Senior level
Fintech • Financial Services
Wells Fargo: Tech-powered. Innovation-led. We're transforming financial services.
The Role
About this role:
Wells Fargo is seeking Lead Treasury Management Consultant (TMC) to join our Global Payments and Liquidity team within Enterprise Functions.
Learn more about the career areas and lines of business at wellsfargojobs.com
This role is to support and grow the Emerging Middle Market portfolio. It will focus on deepening client relationships, identifying cash-flow optimization opportunities, and providing consultative treasury solutions for companies with $25MM-$100MM in annual revenue. You will partner closely with Relationship Managers (RMs) and product specialists to deliver tailored treasury strategies that improve clients' working capital, streamline payments, reduce fraud risk, and support overall liquidity management. You will also be responsible for driving new business, managing a targeted sales pipeline, and ensuring retention of existing treasury clients. This is a high-impact, client-facing role requiring strong financial acumen, relationship management skills, and the ability to translate complex treasury operations into actionable solutions.
Required Qualifications:
  • 5+ 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:
  • Strong understanding of payables and receivables processes, including workflow optimization and cash-flow impacts
  • Proven experience managing high volumes of sales calls with a strategic approach to planning, execution, and anticipating customer needs while delivering a high-touch client experience
  • Proactive, self-driven approach with the ability to consult, engage, and influence prospects in a fast-paced environment
  • Excellent partnership and collaboration skills, with the ability to influence cross-functional teams and remain receptive to feedback
  • Highly organized with exceptional attention to detail; capable of managing multiple deals, priorities, and internal partners simultaneously
  • Strong communication and presentation skills with the ability to translate complex treasury concepts for diverse audiences
  • Experience working with Emerging Middle Market clients ($25MM-$100MM revenue) and familiarity with treasury platforms, payment technologies, and fraud-mitigation solutions
  • CTP (Certified Treasury Professional) designation or willingness to pursue.
  • Bilingual proficiency in English and Spanish, with the ability to read, write, and communicate effectively in both languages to support diverse clients
Job Expectations:
  • This position offers a hybrid work schedule
  • This position will require 15-20% of travel
  • This position is not eligible for Visa Sponsorship
  • Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
#CommercialBanking
#GlobalPaymentsandLiquidity
Posting End Date:
3 Apr 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
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 Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Top Skills

Business And Analytics Tools
Capital Markets
Commercial Banking Products And Services
Credit
Treasury Management
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The Company
HQ: San Francisco, CA
205,000 Employees
Year Founded: 1852

What We Do

Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.1 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 33 on Fortune’s 2025 rankings of America’s largest corporations. Our technology professionals drive innovation, information security, and big data analytics while maintaining a network that handles more than 12 billion customer interactions a year. Join us! Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. © 2026 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.

Why Work With Us

We're known for our “Well Life” approach to supporting employees’ career aspirations, work-life balance, and mental and physical health. We ranked in the top 3 on the 2025 LinkedIn Top Companies list – and #1 among financial services companies – as the best workplace “to grow your career” in the U.S.

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