About this role:
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, Vancouver or Calgary office.
In this role, you will:
Required Qualifications:
Desired Qualifications:
Job Expectations:
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, Vancouver or Calgary 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 is not eligible for Visa sponsorship
- You must be able to work at the posted location
- This position offers a hybrid work schedule
Top Skills
Financial Analysis
Sales Support
Treasury Management
Similar Jobs at Wells Fargo
Fintech • Financial Services
The Operations Accounting Support Analyst performs bank account reconciliations, assists with investigations, reviews funding requirements and supports audit activities to ensure compliance and operational readiness.
Top Skills:
ExcelPowerPoint
Fintech • Financial Services
The role involves originating mortgage loans, providing customer service, processing loan applications, and maintaining compliance with regulations while developing market visibility for Wells Fargo Home Mortgage.
Top Skills:
MS Office
Fintech • Financial Services
This role leads complex initiatives in Treasury Management, providing strategic advice to middle-market companies and enhancing client relationships through financial acumen and collaboration.
Top Skills:
AnalyticsCompliance PoliciesFinancial AcumenOperational StrategiesSAPTreasury Management
What you need to know about the Calgary Tech Scene
Employees can spend up to one-third of their life at work, so choosing the right company is crucial, not just for the job itself but for the company culture as well. While startups often offer dynamic culture and growth opportunities, large corporations provide benefits like career development and networking, especially appealing to recent graduates. Fortunately, Calgary stands out as a hub for both, recognized as one of Startup Genome's Top 100 Emerging Ecosystems, while also playing host to a number of multinational enterprises. In Calgary, job seekers can find a wide range of opportunities.
