Analyst, Treasury Management Sales Support
Core
Support Treasury Management consultants by gathering and summarizing client and prospect information, overseeing client onboarding and implementation, and conducting research to recommend solutions for payments in the Banks segment.
Role type
Treasury Management Sales Support Analyst
Builds
Client onboarding and implementation processes for payments
Domain
Banking, Treasury Management, Payments
Deliverable
client delivery
Required skills
Treasury Management Sales Support, Payments & liquidity, Correspondent banking, Large complex client support, Business-to-business sales acumen
Preferred skills
English (proficient), Local language (preferred) (via careerplan.io/jobs/R-579692-analyst-treasury-management-sales-support-at-wf)
Responsibilities
Gather and summarize client and prospect information, Oversee client onboarding and implementation, Identify process improvement opportunities, Conduct research and analysis and recommend solutions, Present recommendations on complex situations, Partner with internal stakeholders and external clients