Treasury Management Sales Consultant 3

Wells Fargo
Published
July 18, 2021
Location
San Jose, CA
Category
Job Type

Description

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 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.

Commercial Banking provides financial solutions to businesses with annual sales generally in excess of $5 million. Our business lines are Wells Fargo Commercial Capital, Middle Market Banking, and Treasury Management & Payment Solutions.

Wells Fargo Commercial Capital
o    A market-leading provider of working capital, investment capital, trust services, and sales financing solutions that help customers optimize liquidity and grow their business through their lifecycle

Treasury Management & Payment Solutions
o    Provides cash management services and digital channel capabilities for customers of Commercial Banking and Corporate & Investment Banking 
o    Also serves some Consumer and Small Business Banking and Wealth and Investment Management customers, and Auto Dealer Finance partner relationships in Consumer Lending

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 act in a team lead capacity.

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

  • 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

  • Experience selling and interacting with Middle Market customers.
  • Knowledge of and the ability to educate customers on Emerging Technologies. 
     

Job Expectations

  • Ability to travel up to 25% of the time

Street Address

CA-Palo Alto: 400 Hamilton Ave - Palo Alto, CA
CA-San Jose: 50 West San Fernando Street - San Jose, CA
CA-SF-Financial District: 420 Montgomery - San Francisco, CA

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.

Benefits Summary

Benefits
 

Visit https://www.wellsfargo.com/about/careers/benefits for benefits information.

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