Senior Equipment Finance Account Manager

Wells Fargo Bank•Minneapolis, MN

2d•Hybrid

About The Position

Wells Fargo is seeking a Senior Equipment Finance Account Manager to support the team covering Specialty Industries and drive business within Specialized Industries. The role focuses on maintaining and expanding existing client relationships, onboarding new relationships, supporting customer requests for assigned accounts, and meeting assigned production targets. The Account Manager establishes and maintains working relationships with clients who have existing accounts, exercises independent judgment to enhance those relationships and meet business objectives, and presents recommendations for resolving more complex client requests. The role collaborates with internal and external customers and supports customer requests with assistance from more experienced managers. This position offers a hybrid work schedule and is not eligible for Visa sponsorship. Specific compliance policies may apply to outside activities or personal investing. Pay may vary based on performance, skills, experience, and work location; employees may also be eligible for incentive opportunities.

Requirements

At least 4 years of Equipment Finance Account Management experience, or equivalent experience demonstrated through work experience, training, military experience, education, or a combination of these.

Nice To Haves

Prior Equipment Finance experience.
Prior Sales experience.
Strong experience resolving escalated and complex customer issues.
Extensive client relationship management experience.
Extensive knowledge of lease and loan products, pricing, credit underwriting, and documentation processes.
Strong analytical skills, including the ability to analyze financial metrics.
Customer service focus and ability to balance the needs of clients, shareholders, and team members.
Excellent verbal, written, and interpersonal communication skills.
Effective organizational, multitasking, and prioritizing skills.
Ability to interact with all levels of an organization.
Intermediate Microsoft Office skills.

Responsibilities

Establish working relationships with clients who have existing accounts and achieve business objectives related to those accounts.
Maintain and enhance existing client relationships while exercising independent judgment.
Present recommendations for resolving more complex client requests.
Collaborate with internal and external customers to build working relationships.
Assist more experienced managers in supporting customer requests for assigned accounts.
Support and drive business within Specialized Industries.
Maintain and expand existing client relationships and onboard new relationships.
Meet assigned production targets.