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Wells Fargo

Treasury Management Consultant

Wells Fargo is hiring a Treasury Management Consultant. Level rates it ; you can apply on Wells Fargo.

Level's read on this job

  • On Level's scale, this finance role is Little AI ●○○○: aI is not part of the work.
  • Level classes it as a mid-level role.
  • Wells Fargo has 1,400+ other open roles on Level.
  • Posted in the last few days.

AI in this role

About this role:

Wells Fargo is seeking a Treasury Management Consultant to join our Global Payments and Liquidity team within Enterprise Functions.

 

Learn more about the career areas and lines of business at wellsfargojobs.com


In this role, you will:

  • Assist Sr. Treasury Management Consultant, relationship managers and business bankers by developing and executing a strategy to retain and fully penetrate existing relationships
  • Review and analyze basic operational assignments that require research, evaluation, and selection of alternatives, and exercise independent judgement to guide medium risk deliverables within Treasury Management Consulting functional area
  • Present recommendations for resolving more complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements
  • Collaborate and consult with Treasury Management Consulting colleagues, internal partners, and stakeholders, including internal, as well as external customers within Treasury Management Consulting functional area

Required Qualifications:

  • 2+ years of Treasury Management Consulting experience, or equivalent demonstrated through one or a combination of the following:  work experience, training, military experience, education


Desired Qualifications:

  • Experience working with middle market companies
  • Knowledge of treasury solutions, products, and services, including liquidity management and payment strategies
  • Proven ability to build strong partnerships through effective collaboration, relationship management, and communication
  • Excellent verbal, written, and interpersonal communication skills
  • Experience in analyzing financial statements and cash flow patterns to recommend optimal solutions
  • Familiarity with regulatory requirements and compliance standards impacting treasury management
  • Strong strategic thinking and problem-solving skills, with a track record of delivering innovative solutions.


Job Expectations:

  • This position offers a hybrid work schedule 
  • Ability to travel up to 30% of the time
  • This position is not eligible for Visa Sponsorship
  • Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

 

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.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

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.


How we rate this

Treasury Management Consultant at Wells Fargo rates 36 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.

Classification

Little AI. AI is not part of the work.

  1. ●●●● Builds AI80 to 100
  2. ●●●○ Works on AI60 to 79
  3. ●●○○ Uses AI40 to 59
  4. ●○○○ Little AI0 to 39

Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.

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