Lead Treasury Sales Consultant - Middle Markets (Central Valley)

At Wells Fargo, a Lead Treasury Management Consultant leads complex treasury management sales initiatives and serves as a strategic partner to Middle Markets clients. This role will support a portfolio across California’s Central Valley, primarily Bakersfield, Fresno, and Visalia, with a significant focus on Investor Real Estate.

You will partner with relationship managers and internal teams to deepen relationships, identify new business opportunities, and deliver treasury solutions that address clients’ liquidity, cash flow, and working capital needs. Most client interactions will be virtual or local travel throughout the Central Valley as business needs require and occasional travel to the Bay Area and Pacific Northwest.

In this role, you will:

• Manage and grow treasury management relationships across a Middle Markets portfolio, with a focus on Investor Real Estate
• Develop and execute strategies that support client retention, relationship expansion, and new business opportunities
• Lead client discovery, deal strategy, proposal development, negotiation, and sales execution for complex opportunities
• Advise clients on treasury solutions that support liquidity, cash flow, working capital, and broader business objectives
• Partner across relationship management, product, credit, implementation, and service teams to deliver effective client solutions
• Navigate complex client needs while applying knowledge of treasury products, policies, risk controls, and compliance requirements
• Influence cross-functional teams and serve as a resource and peer mentor within Treasury Management

Required Qualifications:

• 5+ years of treasury management sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Treasury management sales or relationship management experience supporting Middle Markets clients
• Experience managing or supporting Investor Real Estate clients or portfolios
• Established knowledge of the Central Valley commercial banking market, particularly Bakersfield, Fresno, and Visalia
• Experience with client acquisition, relationship development, prospecting, and market expansion
• Strong knowledge of treasury management products and their application to clients’ liquidity and working capital needs
• Experience leading complex client conversations and coordinating across multiple internal partners
• Strong understanding of risk management, compliance requirements, and banking procedures
• Ability to effectively manage a geographically dispersed portfolio through virtual engagement and in-market travel

Location: 10610 Stockdale Hwy; Bakersfield, CA

Pay Range

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:

*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.