Client Support Analyst troubleshooting Custom Health software, hardware, and integrations for Canadian clients. Handling escalations, error logs, and technical support by phone and email.
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.
Requirements
- 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
Benefits
- Hybrid work schedule
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