Treasury Management Support Analyst - Commercial Real Estate

Posted 7 Hours Ago
Be an Early Applicant
Charlotte, NC, USA
Hybrid
29K-48K Hourly
Junior
Fintech • Financial Services
Wells Fargo: Tech-powered. Innovation-led. We're transforming financial services.
The Role
Supports Treasury Consultants serving Commercial Real Estate clients by coordinating treasury product implementations, preparing client-facing materials, tracking pipeline activity, identifying relationship-deepening opportunities, and collaborating across sales, product, implementation, service, risk, and operations teams. The role also supports risk controls, compliance, fraud mitigation, and accurate reporting while developing expertise in treasury management products and progressing toward a Treasury Management Consultant role.
Summary Generated by Built In
Why Wells Fargo
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 wellbeing. 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." Join us!
About this role:
Wells Fargo is seeking a Treasury Management Support Analyst to support Corporate Banking clients within the Commercial Real Estate segment. This role provides the opportunity to partner with Treasury Consultants supporting large, complex clients while helping deliver treasury solutions, drive speed to revenue, and create an exceptional client experience. The role offers broad exposure across treasury products, implementations, and client relationship management, making it an excellent opportunity for someone interested in growing their career within Treasury Management.
In this role, you will:
  • Partner with Treasury Consultants to support client relationship activities, contribute to sales goals, and deliver an exceptional client experience across a portfolio of Commercial Real Estate clients.
  • Coordinate the implementation of treasury management products and services by working closely with implementation partners to support timely onboarding and speed to revenue.
  • Identify opportunities to deepen client relationships through treasury solutions, including liquidity management, receivables, payables, fraud prevention, and reporting services.
  • Prepare client facing materials, presentations, and sales support documentation while tracking pipeline activity and maintaining a strong focus on quality, responsiveness, and accuracy.
  • Collaborate with partners across sales, product, implementation, service, risk, and operations teams to support the evolving needs of large, complex clients.
  • Mitigate risk through adherence to established controls, procedures, and treasury-related policies while continuing to build expertise across treasury products, services, and industry trends.
  • Serve as a trusted resource to clients and internal stakeholders within Global Payments & Liquidity

Required Qualifications:
  • 2+ years of Treasury Management Sales Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Fundamental understanding of treasury management products and services, including liquidity management, receivables, payables, fraud prevention, and reporting solutions.
  • Understanding of operational risk, fraud mitigation, controls, compliance requirements, and treasury-related policies and procedures.
  • Ability to work independently while collaborating effectively across sales, product, implementation, service, and operations teams.
  • Strong attention to detail and commitment to accuracy when preparing client materials, analyses, recommendations, and reports.

Desired Qualifications:
  • Experience supporting Commercial Real Estate clients or other large, complex corporate client relationships.
  • Strong analytical and problem solving skills with the ability to interpret financial information and develop actionable recommendations.
  • Demonstrated ability to manage multiple priorities in a dynamic, client focused environment.
  • Interest in developing a long-term career within Treasury Management Sales, with the goal of progressing into a Treasury Management Consultant role.

Job Expectations:
  • This position offers a hybrid schedule.

***Depending on applicant volume this role could be removed early***
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
$28.85 - $48.08
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
  • 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

Posting End Date:
29 Oct 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.
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

  • 2+ years of Treasury Management Sales Support experience, or equivalent work experience, training, military experience, or education
  • Fundamental understanding of treasury management products and services, including liquidity management, receivables, payables, fraud prevention, and reporting solutions
  • Understanding of operational risk, fraud mitigation, controls, compliance requirements, and treasury-related policies and procedures
  • Ability to work independently and collaborate effectively across sales, product, implementation, service, and operations teams
  • Strong attention to detail and commitment to accuracy when preparing client materials, analyses, recommendations, and reports
  • Experience supporting Commercial Real Estate clients or other large, complex corporate client relationships
  • Strong analytical and problem-solving skills, including the ability to interpret financial information and develop actionable recommendations
  • Ability to manage multiple priorities in a dynamic, client-focused environment
  • Interest in developing a long-term career within Treasury Management Sales and progressing into a Treasury Management Consultant role

Wells Fargo Compensation & Benefits Highlights

  • Retirement Support — Retirement offerings are highlighted by a strong 401(k) with employer matching and added options like after‑tax contributions and an employee stock purchase plan, supporting long‑term savings. These features are presented as competitive elements of the total rewards package.
  • Healthcare Strength — Medical, dental, and vision coverage are described as comprehensive, often starting on day one for eligible employees, with HSAs/FSAs, wellness incentives, and mental health resources available. Specialized care options, including fertility support, further enhance the health offering.
  • Parental & Family Support — Paid parental leave of notable duration is available from the start of employment, alongside adoption/surrogacy/fertility programs. Caregiving and backup care resources deepen the family-oriented support.

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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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