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Senior Equipment Finance Account Executive

2 months ago


Minneapolis, Minnesota, United States WELLS FARGO BANK Full time
About Wells Fargo:
At Wells Fargo, we prioritize our customers and are committed to creating an 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 will be to enhance and drive the retail referral business pipeline for commercial truck dealers.

Key Responsibilities:
  • Manage and nurture existing client relationships within the Equipment Finance Account Management sector.
  • Assist in the development of new accounts while expanding current relationships.
  • Utilize independent judgment to enhance client interactions and achieve business objectives.
  • Oversee assigned account relationships autonomously.
  • Support management teams in addressing customer inquiries and fostering new business opportunities.
  • Collaborate with both internal and external stakeholders to strengthen working relationships.

Required Qualifications:
  • A minimum of 5 years of experience in Finance Account Management or equivalent experience.

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 capability to interpret financial metrics.
  • Customer-centric approach with the ability to balance the needs of clients and stakeholders.
  • Excellent communication skills, both verbal and written.
  • Strong organizational skills with the ability to manage multiple tasks effectively.
  • Ability to engage with all organizational levels.
  • Proficient in Microsoft Office applications.

Diversity and Inclusion:
Wells Fargo is committed to diversity, equity, and inclusion in the workplace. We welcome applications from all qualified candidates, regardless of background.

Risk Management:
Employees are expected to adhere to all applicable risk programs and compliance requirements, ensuring sound risk decisions and proactive monitoring.

We value your interest in joining our team at Wells Fargo.