Lead Equipment Finance Sales Specialist

Wells Fargo & Company•Birmingham, MI

1d•$175,000 - $279,000•Hybrid

About The Position

Wells Fargo is seeking a Lead Equipment Finance Sales Specialist responsible for marketing equipment finance products in the South-Central Market in close coordination with our Middle Market and Mid-Corporate Market Coverage teams. In this role, you will: 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

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

Commercial lending experience
Strong background in sales and experience in originating new prospective relationships
Qualifying and closing a variety of lease and loan financing products with a strong command for analyzing financial results
Work cooperatively with internal sales and credit team to submit, credit approve, document and fund transactions ranging from $250M to $50MM+
Ability to proactively build a marketing plan to provide coverage for a large geographic area.

Responsibilities

Develop and deliver financial solutions to prospective and existing clients across Commercial Banking or Corporate & Investment Banking
Develop or influence objectives, strategy, resources, and long-term goals for a portfolio of clients that utilize specialty products and services
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
Lead the execution of deals by assigning responsibilities, setting deadlines and objectives, and providing guidance
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