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Principal Account Manager

2 months ago

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

Position Overview:
We are in search of a Senior Equipment Finance Account Executive to join our team. This role will be instrumental in supporting the Over The Road Dealer Group within Specialty Industries. The primary responsibility of this position is to enhance and drive the retail referral business pipeline for commercial truck dealers. The successful candidate will manage and grow existing client relationships, onboard new clients, assist management teams with customer inquiries for assigned accounts, and achieve production targets.

Key Responsibilities:
  • Lead and manage relationships with clients who have existing accounts in the Equipment Finance Account Management sector.
  • Play a crucial role in developing new accounts and expanding current client relationships.
  • Utilize independent judgment to manage and improve relationships with existing clients while meeting business objectives.
  • Independently oversee assigned account relationships.
  • Support management teams in addressing customer requests and developing new accounts.
  • Collaborate with both internal and external customers to foster strong working relationships.
Essential Qualifications:
  • A minimum of 5 years of experience in Finance Account Management or equivalent experience through a combination of work experience, 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.
  • In-depth knowledge of lease and loan products, pricing, credit underwriting, and documentation processes.
  • Strong analytical skills with the ability to interpret financial metrics.
  • Customer service-oriented with the ability 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.
Diversity and Inclusion:
Wells Fargo values diversity and inclusion in the workplace and encourages applications from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, or any other status protected by applicable law.

Risk Management:
Employees are expected to support our commitment to building strong customer relationships while adhering to a culture focused on risk mitigation and compliance. This includes executing all applicable risk programs and making sound risk decisions aligned with the business unit's risk appetite.