Treasury Management Sales Consultant 1
Our foundation for success can be summarized in three beliefs:
Our product is service.
Our value added is financial advice and guidance.
Our competitive advantage is our people. It all begins with outstanding talent.
In Payments, Virtual Solutions and Innovation (PVSI), we've built our team of top professionals by rewarding their accomplishments and ensuring they have what's needed to succeed. We value and promote diversity and inclusion in every aspect of our business and at every level of our organization.
The PVSI team includes Consumer Credit Card, Retail Services, Consumer Deposits, Treasury Management, Merchant Services, Wells Fargo Virtual Channels, and Innovation including the professional services teams that partner with these businesses and other key partners.
Treasury Management (TM) is a key part of our Payments, Virtual Solutions and Innovation team. Treasury Management includes managing and optimizing our customers' cash flow and mitigating its operational, financial, and reputational risk. We focus on creating operating efficiencies, cost savings and time savings for our customers by delivering treasury solutions through a consultative approach.
We put our customers at the center of every decision we make by focusing on their needs, being a leader in innovation, keeping things simple, and making our solutions easy to implement.
Experienced sales consultant position responsible for development and retention of TM business for an assigned customer base, geographic area, market segment or series of product lines. This position partners with relationship managers and business bankers in a consultative selling role and is responsible for meeting annual sales goals and
sales activity targets by developing and executing a strategy to retain and fully penetrate existing relationships. Develops sales plans for territory and key customer accounts and analyzes customer needs. Provides training on TM products and services to relationship managers and business bankers as needed. Increased autonomy in managing
assigned territory, requiring minimal assistance from management. Actively shares knowledge and market experience with peers, less experienced team members, and is a participant in TM initiatives.
- 1+ year of experience in one or a combination of the following: sales, business development, or treasury management
- 3+ years of business-to-business sales experience or treasury management experience
- Intermediate Microsoft Office skills
- Excellent verbal, written, and interpersonal communication skills
- Ability to be successful in a cross-sell and multi-level sales environment
- Ability to be proactive, innovative and creative in meeting customer and enterprise needs
- Ability to deliver dynamic presentations to business clients
- Ability to actively participate on client calls and make presentations
- An active Certified Treasury Professional (CTP) designation
- A BS/BA degree or higher
All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.
Relevant military experience is considered for veterans and transitioning service men and women.
Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.
0052291 PYMTVIRSOLSINN/PVSI WH
Meet Some of Wells Fargo's Employees
Lauren audits Wells Fargo’s financial reports to assess accuracy and risk. She reviews processes in place, analyzes management controls, and communicates calculations and findings with business partners.
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