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Chief Equipment Finance Account Specialist

2 months ago

Minneapolis, Minnesota, United States WELLS FARGO BANK Full time
About Wells Fargo:
At Wells Fargo, we prioritize our customers in every decision we make. We are committed to fostering a diverse, equitable, and inclusive environment where every employee feels valued and inspired.

Position Overview:
We are currently seeking a Senior Equipment Finance Account Executive to join our team. This role will focus on supporting the Over The Road Dealer Group within our Specialty Industries division. The primary responsibility of this position is to enhance and drive the retail referral business pipeline for commercial truck dealers. The successful candidate will be tasked with maintaining and expanding existing client relationships, onboarding new clients, and assisting management teams in addressing customer inquiries for assigned accounts while achieving production targets.

Key Responsibilities:
  • Manage and cultivate relationships with clients who have existing accounts in the Equipment Finance Account Management sector.
  • Assist in the development of new accounts and the expansion of current account relationships.
  • Utilize independent judgment to enhance client relationships and meet business objectives within the Equipment Finance Account Management area.
  • Independently oversee assigned account relationships.
  • Support management teams in fulfilling customer requests and developing new accounts.
  • Collaborate with both internal and external stakeholders to foster strong working relationships.
Required Qualifications:
  • A minimum of 5 years of experience in Finance Account Management or equivalent experience through a combination of work, training, military service, or education.
Preferred Qualifications:
  • Experience in Equipment Finance Vendor roles.
  • Background in Sales.
  • Proven ability to resolve complex customer issues effectively.
  • Extensive experience in client relationship management.
  • Strong understanding of lease and loan products, pricing, credit underwriting, and documentation processes.
  • Exceptional analytical skills with the ability to interpret financial metrics.
  • Customer service-oriented with the capability to balance the needs of clients, shareholders, and team members.
  • Excellent verbal, written, and interpersonal communication skills.
  • Strong organizational, multitasking, and prioritization abilities.
  • Ability to engage with all levels of an organization.
  • Intermediate proficiency in Microsoft Office applications.
Commitment to Diversity:
Wells Fargo is dedicated to promoting diversity, equity, and inclusion in the workplace. We welcome applications from all qualified candidates, regardless of their background or identity. Our employees are committed to building strong customer relationships while adhering to a culture focused on risk mitigation and compliance.

Risk and Compliance:
All employees are responsible for executing applicable risk programs and adhering to Wells Fargo policies and procedures. This includes effective escalation and remediation of issues and making sound risk decisions in line with the business unit's risk appetite.