Senior Treasury Management Support Analyst

Posted 2 Days Ago
Be an Early Applicant
Irving, TX, USA
Hybrid
77K-121K Annually
Senior level
Fintech • Financial Services
Wells Fargo: Tech-powered. Innovation-led. We're transforming financial services.
The Role
Leads complex Treasury Management customer calls, transaction support, implementation meetings, sales proposals, pricing analyses, and project deliverables. Resolves business challenges, coordinates internal resources, supports consultants and relationship managers, mentors team members, and manages client-focused sales support activities. Requires strong analytical, organizational, communication, negotiation, leadership, compliance, and relationship-management skills. The hybrid role requires up to 15% travel and does not offer visa sponsorship.
Summary Generated by Built In
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
Learn more about the career areas and lines of business at wellsfargojobs.com .
About this role:
Wells Fargo is seeking a...
In this role, you will:
  • Lead customer calls and clients through highly complex transactions as well as large and complex implementation meetings while directing internal resources and activities
  • Review and analyze moderately complex business challenges that require an in-depth evaluation of multiple factors
  • Prepare complex customized sales proposals, cost benefit analysis, and pricing scenarios
  • Resolve moderately complex issues and lead team to meet project deliverables while leveraging solid understanding of the function, policies, procedures, and compliance requirements
  • Collaborate and consult with peers, colleagues, and mid-level managers to resolve issues and achieve goals
  • Lead projects and teams or serve as a mentor for less experienced individuals
Required Qualifications:
  • 4+ years of Treasury Management Sales Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
  • Advanced experience supporting Treasury Management Consultants and Relationship Managers.
  • Experience with GPL sales support processes, onboarding, pricing, implementation, and portfolio management activities.
  • Demonstrated leadership experience, including coaching, mentoring, or leading team initiatives.
  • Experience working with commercial, corporate, or specialized industry client segments.
  • Knowledge of Dynamics 365, Fulfillment Platform (WICE), Relationship Pricer, and GPL sales support tools
  • Proven success in business-to-business (B2B) sales
  • Ability to build and maintain strategic partnerships across business and functional teams
  • Skilled in navigating multiple computer systems and applications, including effective use of search tools
  • Strong organizational skills with the ability to prioritize tasks, meet deadlines, and perform under pressure in a dynamic environment
  • Collaborative team player with a proactive approach to problem-solving
  • Comfortable working in fast-paced, deadline-driven settings
  • Excellent verbal and written communication skills, with strong interpersonal abilities
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
  • Exceptional problem-solving and analytical skills with high attention to detail
  • Effective negotiation skills with a focus on achieving positive outcomes
  • Strong sales acumen and results-oriented mindset
Job Expectations:
  • This position will require up to 15% of travel
  • This position offers a hybrid work schedule
  • 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
Irving, TX - ($77,000 - $121,000)
Charlotte, NC - ($77,000 - $121,000)
The successful candidate will need to demonstrate strong leadership, partnership, critical thinking, project management, and relationship management skills while balancing multiple priorities.
Posting End Date:
24 Aug 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.
#BI-Hybrid

Skills Required

  • 4+ years of Treasury Management Sales Support experience, or equivalent experience, training, military experience, or education
  • Advanced experience supporting Treasury Management Consultants and Relationship Managers
  • Experience with GPL sales support processes, onboarding, pricing, implementation, and portfolio management activities
  • Leadership experience, including coaching, mentoring, or leading team initiatives
  • Experience working with commercial, corporate, or specialized industry client segments
  • Knowledge of Dynamics 365, Fulfillment Platform (WICE), Relationship Pricer, and GPL sales support tools
  • Proven success in business-to-business sales
  • Ability to build and maintain strategic partnerships across business and functional teams
  • Skill navigating multiple computer systems and applications, including search tools
  • Strong organizational skills, prioritization, deadline management, and ability to perform under pressure
  • Collaborative, proactive approach to problem-solving
  • Comfort working in fast-paced, deadline-driven settings
  • Excellent verbal and written communication and strong interpersonal abilities
  • Proficiency with Microsoft Office Suite, including Word, Excel, Outlook, and PowerPoint
  • Exceptional problem-solving and analytical skills with strong attention to detail
  • Effective negotiation skills focused on positive outcomes
  • Strong sales acumen and results-oriented mindset

Wells Fargo Compensation & Benefits Highlights

  • Retirement Support Retirement support is anchored by a dollar‑for‑dollar 401(k) match on employee contributions after one year of service, with an additional non‑matching company contribution for some lower‑paid employees. Access to an employee stock purchase plan further expands long‑term savings opportunities.
  • Parental & Family Support Family supports include up to 16 weeks of paid parental leave available from the first day of employment, plus paid critical‑caregiving leave and extensive backup care options. Fertility, adoption, and surrogacy programs are highlighted with meaningful coverage and reimbursements, including a combined lifetime maximum up to $35,000 for eligible expenses.
  • Healthcare Strength Health coverage is comprehensive from day one, spanning medical, dental, vision, mental health, prescriptions, and preventive care often fully covered in‑network. Employer cost‑sharing is emphasized alongside no‑cost counseling through the EAP within plan limits.

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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 $2.2 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 continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.” 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. Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.”

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Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: 3 days a week
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Irving, TX
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