About the role

Senior Treasury Management Sales Support Analyst in Global Liquidity & Payments for Wells Fargo. Leading complex transactions and client support in Treasury Management sales.

Responsibilities

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.

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
Knowledge and experience of US and Canadian Treasury Management products and services
Experience working with international treasury/banking solutions
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