Wells Fargo
Senior Associate, Treasury Management Sales Support
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
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About this role:
Wells Fargo is seeking a Senior Associate, Senior Treasury Management Support Analyst for a vacancy in our Toronto office within Global Liquidity & Payments as part of Enterprise Functions providing coverage of Enterprise Finance, Human Resources, Public Affairs, Legal, and Strategy, Digital and Innovation Group portfolios.
In this role, you will:
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Be part of Global Payments & Liquidity Canadian Treasury Management sales team.
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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 Canadian Global Liquidity & Payments Sales team
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Review and analyze moderately complex business challenges that require an in-depth evaluation of multiple factors
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Prepare complex client-focused customized sales proposals, reviews and cost benefit analysis
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Provide subject matter expertise in Canadian treasury management processes to partners
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Assist with all pricing functions such as new pricing requests, exception pricing, pricing inspections and annual price reviews
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Resolve moderately complex issues and lead team to meet project deliverables while leveraging solid understanding of the function, policies, procedures and compliance requirements
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Monitor and drive portfolio growth by reviewing key financial indicators and trends monthly
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Maintain accurate sales pipeline and ensure key relationship systems are kept current
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Collaborate and consult with peers, colleagues and mid level managers to resolve issues and achieve goals
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Design and deliver training programs based on their assessment of staff needs and business operations demands
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Lead projects and teams or serve as a mentor for less experienced individuals
Required Qualifications:
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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:
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Knowledge of Treasury Management products and services
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Experience working with international treasury/banking solutions
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Ability to develop partnerships and collaborate with other business and functional areas
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Strong analytical skills with high attention to detail and accuracy
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Excellent verbal, written, and interpersonal communication skills
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Strong organizational, multi-tasking, and prioritizing skills
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Ability to work effectively independently or in a team environment
Job Expectations:
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Ability to occasionally travel within Canada and the USA (1/2 times per year)
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Position will require onsite presence in the location listed.
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This position is not eligible for Visa Sponsorship.
Posting End Date:
17 Apr 2025
*Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
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. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: 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.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
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. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
