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Lead Equipment Finance Account Manager

3 months ago

Minneapolis, United States WELLS FARGO BANK Full time
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Learn more about the career areas and lines of business at wellsfargojobs.com

About this role:

Wells Fargo is seeking a Lead Equipment Finance Account Manager . The Inside Sales will support the Over The Road Dealer Group within Specialty Industries. This position's primary focus is to support and drive the retail referral business pipeline for OTR commercial truck dealers. This individual will be responsible for maintenance and expansion of existing client relationships, onboarding new relationships, assisting the management teams in supporting customer requests for assigned accounts, as well as meeting assigned production targets.

In this role, you will:
  • Lead or participate in managing working relationships with clients which already have existing accounts within Equipment Finance Account Management functional area
  • Contribute to development of new accounts and expanding existing account relationships
  • Exercise independent judgment in managing and enhancing working relationship with the existing clients and meet business objectives within Equipment Finance Account Management functional area
  • Independently manage assigned account relationships
  • Assist the Management teams in supporting customer requests for accounts and developing new accounts
  • Collaborate with existing internal and external customers to build a working relationship
Required Qualifications:
  • 5+ years of Finance Account Management experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
  • Prior Equipment Finance Vendor experience
  • Prior Sales Experience
  • Strong experience resolving and working through escalated and complex customer issues
  • Extensive client relationship management experience
  • Extensive knowledge and understanding of lease and loan products, pricing, credit underwriting, and documentation processes
  • Strong analytical skills including the ability to analyze financial metrics
  • Customer service focus with the ability to balance needs of clients, shareholders, and team members
  • Excellent verbal, written, and interpersonal communication skills
  • Effective organizational, multi tasking, and prioritizing skills
  • Ability to interact with all levels of an organization
  • Intermediate Microsoft Office skills
Posting End Date:
23 Aug 2024
*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment 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, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.