Senior Equipment Finance Account Manager

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About this role:

Wells Fargo is seeking a Senior Equipment Finance Account Manager. The Account Manager will support the team covering Specialty Industries. This position’s primary focus is to support and drive the business within Specialized Industries. 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:

• Participate in establishing working relationships with clients which already have existing accounts and achieving business objectives related to these client accounts
• Exercise independent judgment in maintaining and enhancing working relationship with the existing clients and meet business objectives
• Present recommendations for resolving more complex client requests and exercise independent judgment while developing expertise in the Equipment Finance Account Management functional area
• Collaborate with existing internal and external customers to build a working relationship
• Assist the more experienced managers in supporting customer requests for accounts

Required Qualifications:

• 4+ years of Equipment 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 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

Job Expectations:

• This position is not eligible for Visa sponsorship·
• This position offers a hybrid work schedule·
• Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

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Pay Range

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement

Posting End Date:

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. 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.

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.

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.

c. Please be prepared to provide accurate information and supporting documentation in connection with any lawful employment and education verification conducted by Wells Fargo.