Anthony Henderson
Treasury Sales Consultant @Wells Fargo
Signup · Get unlimited contacts
WORK HISTORY
Treasury Sales Consultant @Wells Fargo
Atlanta, GA, US
Client Relationship Management • Serve as the primary treasury contact for a portfolio of business clients. • Deepen relationships by understanding client cash flow cycles, industry needs, and growth strategies. • Proactively identify cross-sell opportunities to deliver appropriate treasury solutions.2. Consultative Sales & Advisory • Conduct detailed client needs assessments to tailor treasury management strategies. • Present treasury products (e.g, payables, receivables, liquidity, fraud prevention, FX solutions). • Act as a trusted advisor to CFOs, controllers, and treasury departments.3. Solution Design & Execution • Design and structure customized cash management solutions. • Collaborate with internal partners (product, credit, implementation, service teams) to deliver integrated treasury solutions. • Lead or support RFP responses and formal presentations to win or retain clients.4. Revenue Generation & Portfolio Growth • Drive sales revenue by selling treasury services to new and existing clients. • Achieve assigned sales quotas, client penetration, and product utilization targets. • Track and report pipeline activity using CRM tools (e.g, Salesforce).5. Product Knowledge & Industry Expertise • Maintain deep knowledge of treasury products, platforms (e.g, online banking portals), and fintech trends. • Stay current on regulatory, compliance, and market developments affecting clients’ treasury operations. • Educate clients and internal partners on treasury trends and technologies.6. Client Onboarding & Implementation Oversight • Partner with implementation teams to ensure smooth client onboarding. • Manage expectations and timelines to provide excellent client experiences. • Troubleshoot issues that arise during or after implementation.7. Risk Management & Compliance • Ensure adherence to KYC, AML, and internal credit risk policies.
EDUCATION
Strayer University
Master's degree, Marketing/Marketing Management, General
Georgia Southern University
Bachelor of Business Administration (B.B.A.), Marketing
ABOUT ANTHONY HENDERSON
Organized, analytical, results-oriented, and client focused professional with 10 years of work experience. Well-rounded individual with a strong ethic and competitive drive. Experienced in assessing needs and expectations to build strong professional relationships, interpreting and analyzing complex data, building revenue, and working well on a team or Independently.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.