Treasury Management Sales Consultant 3

Wells Fargo Plano , TX 75023

Posted 3 weeks ago

Job Description:

Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration.

To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as "Personal Cell" or "Cellular" in the contact information of your application.

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.

Wholesale Banking provides financial solutions to businesses across the United States and globally. Our four major business lines include Corporate & Investment Banking, Commercial Banking, Commercial Real Estate, and Wells Fargo Commercial Capital. We also have groups in credit risk, group risk, finance, marketing, human relations, and the Wholesale Chief Operating Office that support our businesses.

Tenured, seasoned, and proven performer Sales Consultant position responsible for the development and retention of a significant and complex customer base, geographic area(s), market segment(s), or series of product lines. Responsible for meeting annual sales goals and sales activity targets by developing and executing a strategy to retain and further penetrate existing relationships.

Develops sales plans for territory and key customer accounts, and analyzes customer needs. Serves as the lead advocate for TM within the TM group as well as with assigned partners. Contributes to TM initiatives and the business line strategy. May be responsible for mentoring/training less experienced sales consultants and/or acting in a team lead capacity.

Preference is for selected candidate to work within a specific Wells Fargo location: Plano, TX. Other locations may be considered.

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.

Required Qualifications

  • 7+ years of experience in one or a combination of the following: sales, business development, or treasury management

Desired Qualifications

  • Experience exceeding established sales and customer satisfaction goals

  • Excellent verbal, written, and interpersonal communication skills

  • Strong negotiation and influence skills

  • Strong presentation skills

Other Desired Qualifications

  • In depth understanding of complex treasury management solutions and commercial cash management processes

  • 7+ years of experience in one or a combination of the following: Treasury or Cash management

  • Certified Treasury Professional (CTP)

Street Address

TX-Plano: 4975 Preston Park Blvd - Plano, TX

Disclaimer

All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

Relevant military experience is considered for veterans and transitioning service men and women.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.



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Treasury Management Sales Consultant 3

Wells Fargo