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Senior Treasury Management Sales Support Analyst, Senior AVP

Lead complex treasury transactions and client onboarding processes
Toronto
Senior
$78,000 – 128,000 USD / year
yesterday
Wells Fargo

Wells Fargo

Provides banking, mortgage, investment, and consumer financial services through a large branch network and digital platforms across the United States.

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Senior Treasury Management Sales Support Analyst, Senior AVP

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 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 offers a hybrid work schedule but must be able to work on-site at the listed location for the designated in-office days
  • This position is not eligible for Visa sponsorship

Pay Range: $78,000.00 - $128,000.00

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.

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.

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Senior Treasury Management Sales Support Analyst, Senior AVP
Toronto
$78,000 – 128,000 USD / year
Sales
About Wells Fargo
Provides banking, mortgage, investment, and consumer financial services through a large branch network and digital platforms across the United States.