Assistant Vice President, Treasury Management Sales Consultant
Wells Fargo
Toronto, Ontario
3d ago

Job Description

Treasury Management (TM) is a key part of our organization. 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.

We are looking for an experienced sales consultant position that is responsible for the development and retention of Treasury Management business for an assigned customer base, geographic area, market segment or series of product lines.

This position will primarily support TM opportunities linked to Eastern Canada

Working independently but closely with other Treasury Management (TM) and Line of Business partners, the Treasury Management Sales Consultant (TMSC) will be responsible for creating value through TM solutions connected to Canada by meeting annual sales / pipeline goals and corresponding sales activity including : developing sales plans, executing regular calling programs, providing TM insights and analyzing customer and market needs.

The individual will develop and execute a market plan for clients / prospects by opportunity and identifying areas where the bank can differentiate itself from existing providers.

Must effectively manage team, internal / bank, and external partner relationships and provide consistent feedback.

This individual must be willing to work in a fast-paced dynamic environment, be very organized, be a team player, and help develop knowledge of cross-border treasury management products, industry trends, pricing strategies, tools and sales process to be effective.

The role requires the TMSC to be a strategic thinker who excels at consultative selling. Comfortable sharing knowledge and market experience with peers, less experienced team members, and is a participant in TM initiatives.

Key responsibilities :

  • Responsible for having a understanding of Canadian and US treasury management products and being able to leverage it to provide meaningful insight to both customers and partners
  • Execute the sale of Wells Fargo’s Canadian TM solutions to Canadian headquartered customers and partner with US TM colleagues to execute and close Canadian TM opportunities within Wells Fargo’s US customer base
  • Partner with Wells Fargo US TM Team Members to increase share of wallet with Canadian headquartered customers by leveraging the bank’s US TM solution set
  • Will have to be able to be successful at building relationships with a large number of internal partners to understand how treasury management products can be valuable to their business and clients
  • A hunger to create opportunities and not be dependent on warm leads / opportunities
  • Conduct customer centric reviews such as working capital analyses and Business Process Reviews to drive meaningful insights that lead to action
  • Effectively manage a diverse set of client types. Including but not limited to : large corporate, middle market, head offices and subsidiaries
  • Be able to gather information from multiple sources and take complex processes or information and deliver a clear and concise view to customers and partners
  • Identify and participate in internal and external events that will increase awareness and adoption of Wells Fargo’s TM solutions
  • This is an evolving business so an ability to adapt well as the role and business evolves is important
  • Will be able to develop relationships and opportunities via phone, teleconference and in person
  • Occasional travel within Eastern Canada and United States
  • Market Skills and Certifications

    Qualifications

  • 3+ years of experience in one or a combination of the following : sales, business development, or treasury management
  • 3+ years of business-to-business sales experience or treasury management experience
  • Preferred Skills :

  • Strong knowledge and understanding of Canadian treasury management / cash management products and banking environment
  • Exposure and familiarity with US treasury management products and banking environment
  • Ability to translate the Canadian / US TM landscape
  • Excellent verbal, written, and interpersonal communication skills
  • Undergraduate degree in business, finance, economics and / or other
  • Experience at proactively generating leads, calling on customers, and closing sales
  • Communicates confidently with customers, superiors, peers and subordinates
  • Strong negotiation and influence skills
  • Experience exceeding established sales and customer satisfaction goals
  • Ability to be proactive, innovative and creative in meeting customer and enterprise needs
  • Ability to deliver dynamic presentations to a variety of audiences
  • Ability to be flexible and adaptable to changing priorities and deadlines
  • Wells Fargo team members 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.

    As a Wells Fargo team member, you 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.

    We Value Diversity

    At Wells Fargo, we believe in diversity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national or ethnic origin, age, disability, religion, sexual orientation, gender identity or any other status protected by applicable law.

    We comply with all applicable laws in every jurisdiction in which we operate.

    Team members 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.

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