Christopher Williamson
Minneapolis
Summary
Results-driven Treasury Management Sales Analyst with 15+ years of progressive experience at Wells Fargo in Commercial & Investment Banking, Mortgage, and Retail sectors. Excel at analyzing client relationships, leading strategic conversations on organizational growth, and recommending Treasury Management solutions that optimize cash flow, liquidity, and financial operations for commercial clients.
Proven ability to support sales consultants with in-depth research, financial analysis, and process improvements while ensuring compliance and operational excellence. Certified PMP and Agile Scrum professional currently pursuing an MBA in Finance at the University of Minnesota – Carlson School of Management. Eager to advance into a Treasury Management Sales Consultant role to drive client success and revenue growth.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Corporate & Investment Banking TMSA II - Commercial Real-estate (Specialized Cash Management)
Wells Fargo
10.2025 - Current
- Participate in gathering and summarizing prospect information with Treasury Management consultants
- Analyzed customer relationships and conducted strategic conversations with clients regarding organizational growth strategies, positioning Treasury Management solutions to optimize cash flow, liquidity management, and financial operations.
- Worked effectively in fast-paced environments.
- Self-motivated, with a strong sense of personal responsibility.
- Identify opportunities for process improvements within scope of responsibilities or functional area
- Review and research basic or tactical operational assignments that require evaluation and selection of alternatives, related to low to medium risk deliverables
- Present recommendations for resolving more complex situations and exercise some independent judgement while developing understanding of function, policies, procedures, and compliance requirements
- Provide information to functional colleagues, internal partners, and stakeholders, including internal as well as external customers
Corporate & Investment Banking TMSA II - Financial Institutions (U.S. Banks)
Wells Fargo
03.2025 - 10.2025
- Participate in gathering and summarizing prospect information for Treasury Management consultants
- Identify opportunities for process improvements within scope of responsibilities or functional area
- Review and research basic or tactical operational assignments that require evaluation and selection of alternatives, related to low to medium risk deliverables
- Present recommendations for resolving more complex situations and exercise some independent judgement while developing understanding of function, policies, procedures, and compliance requirements
- Provide information to functional colleagues, internal partners, and stakeholders, including internal as well as external customers
- Proven ability to learn quickly and adapt to new situations.
- Skilled at working independently and collaboratively in a team environment.
Commercial Banking TMSA I - Centralized Sales Support
Wells Fargo
12.2022 - 03.2025
- Participate in conducting necessary research and gathering prospect information to prepare sales consultants for sales calls within Treasury Management Sales Support functional area.
- Review basic issues, policies, or procedures for which answers can be quickly obtained related to lower risk tasks and deliverables with narrow impact.
- Receive direction from supervisor and exercise judgement within defined parameters while developing understanding of function, policies, procedures and compliance requirements.
- Provide information to managers, colleagues and stakeholders, including internal as well as external customers.
- Conducted financial analysis to support decision-making and identify cost-saving opportunities.
- Present recommendations for resolving more complex situations and exercise some independent judgement while developing understanding of function, policies, procedures and compliance requirements.
- Managed banking relationships and worked with financial institutions to optimize payment processes.
- Developed strategies for reducing outstanding receivables, improving client liquidity.
- Provided strategic financial insights to senior management for data-driven decision-making.
- Collaborated with cross-functional teams to enhance operational efficiency and profitability.
- Identify opportunities for process improvements within scope of responsibilities or functional area.
- Ability to partner with all levels of the organization.
- Understanding of risk mitigation and regulatory standards.
- Ability to train and develop others within the team.
- Excellent communication skills, both verbal and written.
- Worked well in a team setting, providing support and guidance.
Mortgage Loan Processor
Wells Fargo
05.2018 - 11.2022
- Support complex administrative, customer support and operational processes on home loan applications, including timely communication with external customers, agents, brokers and counter-parties to obtain missing information and documentation, submit loans for under writing review.
- Identify ways to improve customer service experience.
- Perform file review of complex home loan applications, communicate with customers in timely manner, review documentation and obtain missing information, clear loan stipulations, submit loans to underwriting for review, ensure compliance and underwriting guidelines are met.
- Prioritize and manage assigned pipeline to meet deadlines and performance metrics.
- Provide guidance training to less experienced loan processors.
- Receive direction from supervisor and escalate questions to more experienced staff.
- Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals.
- Interact with internal and external customers, and other counter parties
- Receive direction from leaders and exercise independent judgement while developing the knowledge to understand functions, policies, procedures, and compliance requirements
- Process mortgage loan applications ensuring compliance with regulatory requirements.
- Review and verify financial documents for accuracy and completeness.
Treasury Service Associate & Client Service Officer
Wells Fargo
01.2015 - 05.2018
- Coordinate informational efforts centered to delivering pertinent advice regarding clients’ relationship with Wells Fargo, and Wells Fargo Treasury Management products.
- Communicate on an interdepartmental level to organize and process information in a timely effort for purposes of delivering a knowledgeable and pleasant client experience.
- Utilize problem solving skills in efforts to find solutions with issues regarding internal processes, and minimize client impact in a negative capacity.
- Apply knowledge of office software in sequence with Wells Fargo systems to create an efficient and organize work setting to complete daily tasks in a timely manner, as well as projects that may occur.
- Assist clients with basic commercial banking platform with 90 different product add-ons such as wires, FOREX, ACH Payments, Desktop Deposit, etc.
- Researching and resolving complex situations or discrepancies within established timeframes, and tight deadlines.
- Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important
- Strong data entry and attention to detail skills
- Ability to take initiative and work independently with minimal supervision in a structured environment
- Exposure to Wells Fargo ACH (Automated Clearing House) System
- Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
- Provided exceptional customer service by addressing inquiries and resolving issues efficiently.
- Assisted in processing transactions, ensuring accuracy and compliance with bank policies.
Family Services Associate
Children's Minnesota
03.2015 - 11.2016
- Triaging and referring appropriately, answering questions warmly, promptly, and correctly, and problem-solving as needed
- Provide wellness and security screening, provides Photo ID badging, arranges for deliveries to patient rooms, and maintains a safe, welcoming environment.
- Coordinate security efforts to provide a safe environment for staff and patients at all times.
- Utilize data storage systems cross-referenced with patient care platform such as Epic, Cerner, Easy Lobby, etc.
- Assists in patient intake and non-medial care efforts.
- Developed training programs for staff to improve operational efficiency and compliance with healthcare standards.
- Led cross-functional teams to enhance patient care initiatives and service delivery processes.
Personal Banker
Wells Fargo
01.2013 - 01.2015
- Participate in building relationships with customers and spend time understanding required needs
- Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers’ needs
- Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers
- Present recommendations for resolving inquiries and service requests regarding customers’ accounts
- Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers
- Provide information to internal partners and external sources to further enhance the customer experience
- Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs
- Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs
- Provide self-service digital banking options to customers
- Developed customer relationships through personalized financial advice and exceptional service.
- Managed daily banking operations, ensuring compliance with policies and regulations.
Teller
Wells Fargo
05.2011 - 01.2013
- Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers.
- Complete operational activities while minimizing risks under established policies.
- Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization.
- Receive direction from managers and exercises judgment within defined policies and procedures.
- Escalate questions and issues to more experienced roles.
- Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions.
- Identify information and services to meet customers financial needs.
- Processed customer transactions efficiently, ensuring accuracy in cash handling and account management.
- Assisted customers with inquiries, providing exceptional service to enhance satisfaction and loyalty.
Education
Master of Business Administration - MBA - Finance and Financial Management Services
University of Minnesota - Carlson School of Management
Minneapolis, MN05-2027
Bachelor's degree - Applied Economics
Augsburg University
Minneapolis, MN06-2015
Skills
- Client Development
- Forecasting
- Sales
- Teamwork and collaboration
- Problem-solving
- Organization and time management
- Problem resolution
Certification
- Agile Scrum Certificate
- Project Management Professional (PMP)
Languages
Spanish (Professional Working)
German (Limited Working)
Russian (Elementary)
Italian (Limited Working)
Interests
- Gardening
- Golfing
- Traveling
- I enjoy cooking for friends and family gatherings
Timeline
Corporate & Investment Banking TMSA II - Commercial Real-estate (Specialized Cash Management)
Wells Fargo
10.2025 - Current
Corporate & Investment Banking TMSA II - Financial Institutions (U.S. Banks)
Wells Fargo
03.2025 - 10.2025
Commercial Banking TMSA I - Centralized Sales Support
Wells Fargo
12.2022 - 03.2025
Mortgage Loan Processor
Wells Fargo
05.2018 - 11.2022
Family Services Associate
Children's Minnesota
03.2015 - 11.2016
Treasury Service Associate & Client Service Officer
Wells Fargo
01.2015 - 05.2018
Personal Banker
Wells Fargo
01.2013 - 01.2015
Teller
Wells Fargo
05.2011 - 01.2013
Master of Business Administration - MBA - Finance and Financial Management Services
University of Minnesota - Carlson School of Management
Bachelor's degree - Applied Economics
Augsburg University
Contact
- 505 E 40th St, Minneapolis, MN 55409
- 6124899929 (Home)
- Ccodywilliamson@gmail.com
- Www.linkedin.com/in/christopher-williamson-38a6a2168 (LinkedIn)