Treasury Management Sales Support Analyst, Merchant ...
Wells Fargo - new york city, NY
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About this role: Wells Fargo is seeking a Treasury Management Sales Support Analyst, Merchant Services to join our Merchant Services team as part of Consumer Lending. Wells Fargo's Consumer Lending line of business includes Home Lending, Auto, Credit Cards, Retail & Merchant Services, Personal Lending, Consumer Lending Control, and Consumer Lending Shared Services. This individual contributor will be responsible for supporting Merchant Services Commercial and Corporate banking Product Sales Consultants in preparing customized sales proposals, collecting prospective client information, and ensuring completion of merchant customer applications. This position will collaborate with internal bank and/or line of business partners and work directly with clients to solidify requirements for establishing merchant services and/or products. Learn more about our career areas and lines of business ( . In this role, you will: Participate in gathering and summarizing prospect information for Merchant Services Product Sales consultants Compile and analyze pricing information. Prepare customized sales proposal Assist client in completion of merchant services application Update pipeline opportunities in sales tool. Assist Product Sales consultants with opportunities by maintaining current and accurate client information Prepares documentation to support client implementation Identify opportunities for process improvements within scope of responsibilities or functional area Review and research basic or tactical operational assignments that require evaluation and selection of alternatives, related to low to medium risk deliverables Present recommendations for resolving more complex situations and exercise some independent judgement while developing understanding of function, policies, procedures, and compliance requirements Provide information to functional colleagues, internal partners, and stakeholders, including internal as well as external customers Required Qualifications: 2+ 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: Experience in sales, sales support, or direct client contact experience preferably in the financial services industry Experience with treasury management products and services Merchant or payments processing experience Good project management skills with the ability to multitask Proven ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important Experience developing partnerships and collaborating with other business and functional areas Proven ability to provide strong customer service and develop strong client relationships Job Expectations: Ability to travel up to 5% of the time Willingness to work on-site at stated location on the job opening This position offers a hybrid work schedule This position is not eligible for Visa sponsorship Locations: 550 S Tryon Charlotte, NC 28202 1525 W WT Harris Blvd, Charlotte, NC 28262 800 S Jordan Creek Pkwy West Des Moines, IA 50266 150 E 42nd St New York, NY 10017 2800 S Price Rd, Chandler, AZ 85286 1151 West Washington Tempe, AZ 98281 2200 Concord Pike, Wilmington, DE 19803 250 E John Carpenter Fwy, Irving, TX 75062 The following locations are only considered for existing internal employees already within the Cards & Merchant Services Line of Business: 90 S 7th St, Minneapolis, MN 55402 1655 Grant St, Concord, CA 94520 Required locations listed above. The salary range for this position in New York, NY is $57,700 - $102,700. Salary range is determined by location of the job. Job posting may come down early due to volume of applicants. Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $23.13 - $49.38 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs ( for an overview of the following benefit plans and programs offered to employees. 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 Posting End Date: 3 Nov 2024 * 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. 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. Req Number: R-410763
Created: 2024-11-05