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About the Role
Wells Fargo is seeking a Senior Lead Treasury Management Consultant to join our Global Payments and Liquidity team within Enterprise Functions. This role involves managing and growing a Middle Market Treasury Management portfolio, serving as a strategic partner to clients and internal stakeholders.
Responsibilities
- Manage and grow a Middle Market Treasury Management portfolio across the New York city territory.
- Identify and develop new business opportunities while expanding existing client relationships.
- Partner closely with Commercial Banking Relationship Managers to develop joint calling strategies.
- Proactively call on prospective and existing clients to understand business needs and recommend treasury, payments, and liquidity solutions.
- Lead treasury management sales efforts throughout the full client lifecycle.
- Collaborate with implementation and service partners to ensure a seamless client onboarding experience.
- Analyze client operating models, cash flow needs, and payment processes to recommend solutions.
- Collaborate effectively with partners across Treasury Management, Commercial Banking, Operations, Product, and Implementation teams.
Requirements
- 7+ years of Treasury Management Sales experience, or equivalent demonstrated through work experience, training, military experience, or education.
- Deep knowledge of treasury management, payments, and liquidity solutions.
- Ability to translate complex concepts into actionable client strategies.
- Demonstrated ability to identify, develop, and implement complex treasury management, payments, and liquidity solutions for middle-market organizations with annual revenues of $100 million to $500 million.
- Strong consultative, analytical, and problem-solving capabilities.
- Ability to evaluate data and develop strategic recommendations.
- Ability to influence and engage stakeholders through effective communication, executive presence, and relationship-building skills.
- Experience collaborating across business lines to deliver integrated solutions.
- Demonstrated adaptability and innovation mindset.
- Ability to navigate change, leverage emerging technologies, and identify new opportunities.
- Strong attention to detail, project leadership, and organizational skills.
- Ability to manage multiple priorities and drive initiatives to completion.
Skills
- Treasury Management Sales
- Treasury Management
- Payments
- Liquidity Solutions
- Consultative Skills
- Analytical Skills
- Problem-Solving Skills
- Communication Skills
- Relationship-Building Skills
- Project Leadership
- Organizational Skills
Location
- New York City
Work Type
- Hybrid
- Full-time
Experience Level
- Senior
- Lead
Salary/Compensations
- $191,000.00 - $305,000.00
Benefits
- 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
About the Company
- Wells Fargo is an equal opportunity employer.
- Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture.
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.