Lead Treasury Management Consultant
About the position Wells Fargo is seeking a Lead Treasury Management Consultant within Global Payments and Liquidity as a part of Enterprise Functions. This position supports bank clients internationally within Latin America and the Caribbean, focusing on Treasury Management Consulting and related solutions. The role requires leadership in complex, cross-functional initiatives with broad impact, as well as expertise in payments, liquidity, and trade solutions.
Responsibilities
- Lead complex initiatives, including cross-functional projects with significant organizational impact
- Act as a key participant in large-scale planning for the Treasury Management Consulting functional area
- Evaluate complex business, operational and technical issues by identifying key drivers, assessing risks, and recommending actionable solutions
- Make decisions in complex situations requiring a strong understanding of Treasury Management Consulting policies, procedures, and compliance requirements
- Influence and lead broader work teams to meet deliverables and drive new initiatives
- Collaborate and consult with Treasury Management Consulting peers, colleagues, and senior managers to resolve issues and achieve goals
- Ability to build and maintain senior-level relationships with banks in the region, act as primary treasury consultant for Wells Fargo products and services
- Lead end-to-end implementations for cross-border treasury services, coordinating internal teams and partners to ensure timely procedures and go-live
- Monitor local market trends, payment rails, regulatory changes, and competitor offerings across the LAC region; use insights to refine product positioning and identify new opportunities
- Provide client training, workshops, treasury best practices, new product releases, to banks in the region
- Produce clear solution documentation, client proposals, and ensure all engagements comply with Wells Fargo policies and procedures
Requirements
- 5+ years of Treasury Management Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Nice-to-haves
- Proven success in driving treasury management and transactional banking sales, with a strong focus in payments and liquidity solutions
- Expertise in Correspondent Banking across Latin America and Caribbean region
- Ability to build, develop, and maintain long-term client relationships
- Exceptional verbal, written, and interpersonal communication skills
- Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
- Knowledge of trade finance and trade product solutions
- Professional fluency in Spanish and English; Portuguese is a plus
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