Lead Equipment Finance Sales Specialist

Wells Fargo Bank•Irving, TX

1d•Hybrid

About The Position

Wells Fargo is seeking a Lead Equipment Finance Sales Specialist to drive business development and deliver customized equipment finance solutions to commercial clients. In this role, you will build and grow client relationships, identify financing opportunities, structure transactions, and partner with internal teams to support client success. The ideal candidate brings strong equipment finance expertise, a consultative sales approach, and the ability to manage complex deals in a fast-paced environment.

Requirements

7+ years of secured or specialized lending sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Nice To Haves

Equipment finance sales and business development experience
Strong commercial credit and financial analysis skills
Experience structuring complex financing transactions
Proven ability to build and maintain client relationships
Strong collaboration and partnership skills across business lines
Bachelor's degree (4-year degree) in Finance, Business, Economics, Accounting, or a related field.

Responsibilities

Develop and deliver financial solutions to prospective and existing clients across Commercial Banking or Corporate & Investment Banking, by assembling and leading execution teams and provide guidance and oversight to pitch, structure, negotiate, and execute highly customized transactions to clients
Develop or influence objectives, strategy, resources, and long-term goals for a portfolio of clients that utilize specialty products and services
Potentially be assigned a non-contractual territory and responsible for influencing partners to generate and direct deal opportunities to the business
Lead aspects of client interaction; maintain visibility on the clients’ objectives and business pipeline to identify opportunities early, provide advice and ideas, and recommend tailored financing solutions to address specific clients’ needs
Proactively identify ancillary solutions that meet the client’s needs and coordinate interaction with other product partners within the bank (Investment Banking, Wealth Investment Management, Treasury Management, etc.)
Lead the execution of deals by assigning responsibilities, setting deadlines and objectives, and providing guidance; retain oversight of complex aspects such as diligence or documentation, and provide expertise and training to more junior team members
Understand clients’ businesses, strategic objectives, operational priorities, and financial positions within the context of individual deals and client relationships
Act as an advisor to senior leadership to develop or influence planning for highly complex business needs related to a given product or specialty’s business objectives
Represent the bank and grow the franchise by participating in industry conferences and meetings
Serve as a mentor for less experienced individuals