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Wells Fargo

Senior Treasury Sales Analyst, Healthcare

Posted 2 Days Ago
Be an Early Applicant
Hybrid
Charlotte, NC, USA
77K-133K Annually
Senior level
Hybrid
Charlotte, NC, USA
77K-133K Annually
Senior level
Supports complex healthcare client portfolios through Treasury Management solutions, partnering with consultants, relationship teams, product partners, implementation teams, and service teams. Responsibilities include client conversations, transaction analysis, solution research, implementations, proposals, pricing scenarios, cost-benefit analyses, relationship reviews, RFP responses, issue resolution, compliance adherence, and mentoring less experienced colleagues.
The summary above was generated by AI
Wells Fargo is seeking a Senior Treasury Management Support Analyst to support our Specialized Industries Healthcare client segment. This client-facing role partners closely with Treasury Management Consultants, relationship teams, product partners, and implementation and service teams to support complex healthcare relationships and deliver a strong client experience.
The ideal candidate brings Treasury Management experience supporting healthcare clients within commercial or corporate banking. We will also consider candidates with Treasury Management experience supporting other complex client portfolios, as well as healthcare professionals with relevant experience in revenue cycle, payments, receivables, payables, treasury, or financial operations.
In this role, you will:
  • Partner with Treasury Management Consultants and relationship teams to support complex healthcare client portfolios and deliver Treasury Management solutions.
  • Lead and participate in client conversations involving complex transactions, implementations, and ongoing relationship needs.
  • Analyze business and client challenges, research solutions, and coordinate internal partners through resolution.
  • Support client needs across payments, receivables, liquidity, fraud prevention, information reporting, and other Treasury Management solutions.
  • Coordinate complex implementations and initiatives across product, implementation, service, operations, and relationship teams.
  • Prepare customized proposals, pricing scenarios, cost-benefit analyses, presentations, relationship reviews, and RFP responses.
  • Manage multiple client priorities and deliverables while maintaining strong responsiveness, organization, and attention to detail.
  • Build collaborative relationships across internal teams to resolve issues, identify solutions, and support business objectives.
  • Apply knowledge of policies, procedures, controls, and compliance requirements when supporting client solutions.
  • Serve as a resource to peers and less experienced team members through coaching, knowledge sharing, and mentorship.

Required Qualifications
  • 4+ years of Treasury Management Sales Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications
  • Experience supporting healthcare clients within Treasury Management, Commercial Banking, Corporate Banking, or financial services.
  • Experience supporting complex commercial, corporate, or specialized-industry portfolios, such as healthcare, higher education, nonprofit, government/public sector, insurance, or other large multi-entity organizations.
  • Knowledge of healthcare financial operations, including revenue cycle management, receivables, payables, payments, reconciliation, or related financial processes.
  • Experience with Treasury Management products and solutions, including ACH, wires, receivables, lockbox, liquidity, fraud prevention, payments, or information reporting.
  • Experience supporting complex implementations and coordinating deliverables across multiple teams.
  • Experience with pricing, proposals, presentations, relationship reviews, cost-benefit analyses, or RFP responses.
  • Experience leading client conversations and independently researching and resolving complex business or client issues.
  • Strong organizational, analytical, communication, and relationship-management skills.
  • Experience mentoring, coaching, training, or serving as a resource to others.

This role will be required to work on-site. Locations available:
  • 550 S Tryon Street; Charlotte, NC
  • 1 Independent Drive; Jacksonville, FL
  • 600 S 4th Street; Minneapolis, MN
  • 401 Las Colinas Blvd; Irving, TX
  • 260 Charles Lindbergh Dr; Salt Lake City, UT
  • 2700 S Price Road; Chandler, AZ

Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
$77,000.00 - $133,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

Posting End Date:
13 Nov 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
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.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
c. Please be prepared to provide accurate information and supporting documentation in connection with any lawful employment and education verification conducted by Wells Fargo.

Wells Fargo Charlotte, North Carolina, USA Office

355 W Martin Luther King, Jr BLVD, Charlotte, NC, United States, 28202

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