NEW Treasury Management Sales Consultant position!

08/02/2019 10:46 AM | Kimberly Lott (Administrator)

Treasury Management Sales Consultant 1

Location: Phoenix, AZ

Job Opening ID # 5501509                                                                       Expiration Date: 08/05/2019

At Wells Fargo, we want to satisfy our customers’ financial needs and help them succeed financially. We’re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you’ll feel valued and inspired to contribute your unique skills and experience.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

The Payments, Virtual Solutions, and Innovation (PVSI) team includes Operations, Consumer Credit Card, Retail Services, Consumer Deposits, the Innovation Group, Treasury Management, Merchant Services and Wells Fargo Virtual Channels and the professional services teams that partner with these businesses. PVSI's focus is on delivering the next generation of payments and deposit capabilities and advancing our digital and online offerings to design new customer experiences and products. Our guiding principles are to start with the customer, move faster, and partner effectively.

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.

First level sales consultant position responsible for development and retention of TM business for legacy Business Banking customers.  This partner role will be assigned a local territory or customer base. You will partner with assigned relationship managers and/or business bankers in a consultative selling role. Responsible for meeting annual sales goals and sales activity targets by developing sales plans for territory and key customer accounts, developing and executing regular calling programs, and analyzing customer needs. Develop knowledge of products, pricing strategies, technical tools and sales process to be effective. Works under the direction of Sales Manager and/or more senior sales consultants.    

Required Qualifications 

·         1+ year of experience in one or a combination of the following: sales, business development, or treasury management

Desired Qualifications

  • Intermediate Microsoft Office skills
  • Excellent verbal, written, and interpersonal communication skills
  • 1+ year of treasury management sales experience
  • Knowledge and understanding of treasury management industry, products and services
  • Ability to actively participate on client calls and make presentations
  • An active Certified Treasury Professional (CTP) designation
  • A BS/BA degree or higher

Other Desired Qualifications

·         Experience exceeding established sales and customer satisfaction goals

Job Expectations

·         Ability to travel up to 20% of the time

To view the full job description and apply

External applicants

·         Visit the Wells Fargo Careers Site:

·         Click Search Jobs and Search Jobs Now

·         Within the Job Opening ID field enter number as listed above and click Search*

·         If job search returns with no results, then posting is no longer active

Internal applicants*

·         Visit Teamworks Job U.S. Sign-on. Intranet: or Internet at Teamworks at Home:

·         In the Search Jobsfield, enter Job Opening ID number (enter the number only) and click Search

·         If job search returns with no results, then posting is no longer active


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