Vice President, Treasury Management Sales

4 months ago


Vancouver, Canada Wells Fargo Full time

**About this role**:
Wells Fargo is seeking a Vice President, Treasury Management Sales (internally known as Lead Treasury Management Sales Consultant) based in either Vancouver or Calgary office.

**In this role, you will**:

- Lead complex initiatives including those that are cross functional with broad impact, and act as key participant in large scale planning for Treasury Management Sales functional area
- Review and analyze complex multi faceted, large scale, or long term business, operational, or technical challenges that require in depth evaluation of multiple factors including intangibles or unprecedented factors
- Make decisions in complex and multi faceted situations requiring a sound understanding of Treasury Management Sales functional area, policies, procedures, and compliance requirements that influence and lead a broader work team to meet deliverables and drive new initiatives
- Collaborate and consult with Treasury Management Sales peers, colleagues, and more experienced managers to resolve issues and achieve goals
- Lead Treasury Management Sales projects and teams, or serve as a peer mentor

**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**:

- Subject matter expert (SME) in Canadian treasury management / cash management products and banking environment
- Strong understanding of US treasury management products and banking environment
- Ability to lead the translation of the Canadian / US treasury management landscape for customers and partners
- Experience with complex and large project treasury management opportunities
- Excellent verbal, written, and interpersonal communication skills
- 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

**Job Expectations**:

- Responsible for having a strong understanding of Canadian and US treasury management products and being able to leverage it to provide meaningful insight and value to both customers and partners
- 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
- Provide feedback and market insight to Treasury Management Product Partners as an advocate for customers' needs
- Required to create opportunities and lead treasury management deal execution to ensure clients needs and expectations are met
- 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 Treasury Management 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 Western Canada and United States

**We Value Diversity**

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.

**Drug and Alcohol Policy**

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.



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