Lead Treasury Management Consultant

Wells Fargo.com
Minneapolis, MN
Job Description
Role Overview

The Lead Treasury Management Consultant will manage and grow a portfolio of Emerging Middle Market clients by identifying opportunities to expand Treasury Management relationships and deliver value-added solutions.

What You Will Do

The role involves consulting with clients to understand their business objectives and providing tailored solutions across payables, receivables, liquidity management, cash management, fraud prevention, and digital payments.

Why It Might Be a Fit

The ideal candidate will have 5+ years of Treasury Management Sales experience, a strong client-facing presentation, discovery, and solutioning skills, and experience working with CFOs, Controllers, Treasurers, and other financial decision-makers.

Requirements

  • 5+ years of Treasury Management Sales experience
  • Certified Treasury Professional (CTP) designation
  • Proven success building, managing, and growing a pre-existing Treasury Management portfolio
  • Consultative Treasury Management sales experience
  • Experience partnering with Relationship Managers
  • Strong client-facing presentation, discovery, and solutioning skills
  • Experience working with CFOs, Controllers, Treasurers, and other financial decision-makers

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
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