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Senior Treasury Management Sales Support Analyst, Senior AVP

Wells Fargo
locationAjax, WV 25661, USA
PublishedPublished: 6/14/2022
Full Time

Job Description

Job DescriptionAbout this role:

Wells Fargo is seeking a Senior Treasury Management Sales Support Analyst, Senior AVP within our Global Liquidity & Payments business. This role is for a vacancy in our Toronto, Vancouver or Calgary office.


In this role, you will:

  • Be part of the Global Payments & Liquidity Treasury Management sales team.

  • Lead customer calls and clients through highly complex transactions as well as large and complex implementation meetings while directing internal resources and activities as part of the Global Payments & Liquidity Treasury Management Sales team

  • Review and analyze moderately complex business challenges that require an in-depth evaluation of multiple factors

  • Prepare complex client-focused customized sales proposals, reviews and cost benefit analysis

  • Provide subject matter expertise in Canadian and cross border treasury management processes to partners

  • Assist with all pricing functions such as new pricing requests, exception pricing, pricing inspections and annual price reviews

  • Resolve moderately complex issues and lead team to meet project deliverables while leveraging solid understanding of the function, policies, procedures and compliance requirements

  • Monitor and drive portfolio growth by reviewing key financial indicators and trends monthly

  • Maintain accurate sales pipeline and ensure key relationship systems are kept current

  • Collaborate and consult with peers, colleagues and mid-level managers to resolve issues and achieve goals

  • Design and deliver training programs based on their assessment of staff needs and business operations demands

  • 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:

  • Knowledge and experience of US and Canadian Treasury Management products and services

  • Experience working with international treasury/banking solutions

  • Ability to develop partnerships and collaborate with other business and functional areas

  • Strong analytical skills with high attention to detail and accuracy

  • Excellent verbal, written, and interpersonal communication skills

  • Strong organizational, multi-tasking, and prioritizing skills

  • Ability to work effectively independently or in a team environment


Job Expectations:

  • Ability to occasionally travel within Canada and the USA (1/2 times per year)

  • This position is not eligible for Visa sponsorship

  • You must be able to work at the posted location

  • This position offers a hybrid work schedule

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