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Job Title: Treasury Management Sales Consultant 3
Company Name: Wells Fargo
Location: San Francisco, CA
Position Type: Full Time
Post Date: 12/14/2019
Expire Date: 02/03/2020
Job Categories: Banking, Finance/Economics, Financial Services, Information Technology, Insurance, Military, Retail/Wholesale, Sales, Executive Management, Research & Development
Job Description
Treasury Management Sales Consultant 3
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 prior to 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.

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.

Experienced sales consultant position responsible for development and retention of TM business for an assigned customer base, geographic area, market segment or series of product lines. This position partners with relationship managers in a consultative selling role and is responsible for meeting annual sales activity targets by developing and executing strategy to retain and fully penetrate existing relationships.  Develops sales plans for territory and key customer accounts and analyzes customer needs.  Provides training on TM products and services to relationship managers as needed.  Increased autonomy in managing assigned territory, requiring minimal assistance from management.  Actively shares knowledge and market experience with peers, less experienced team members and is a participant in TM initiatives.  May also be responsible for mentoring less experienced sales consultants.

Required Qualifications

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

Desired Qualifications

  • Strong negotiation and influence skills
  • Experience exceeding established sales and customer satisfaction goals
  • Excellent verbal, written, and interpersonal communication skills
  • Strong presentation skills

Other Desired Qualifications

A BS/BA degree or higher
Ability to actively participate on client calls and make presentations
Ability to be proactive, innovative and creative in meeting customer and enterprise needs
Ability to be successful in a cross-sell and multi-level sales environment
Ability to deliver dynamic presentations to business clients
An active Certified Treasury Professional (CTP) designation
Strong knowledge and understanding of treasury management products and services
Previous experience selling into Technology Vertical
Experience meeting or exceeding sales goals with respect to products and/or services

Job Expectations

  • Ability to travel up to 25% of the time

Street Address

CA-SF-South Of Market Area: 45 Fremont Street - San Francisco, CA


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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Contact Information
Company Name: Wells Fargo
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