Senior Equipment Finance Account Manager

Wells Fargo•Minneapolis, MN

3d•$68,000 - $114,000•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 position focuses on maintaining and expanding existing client relationships, onboarding new relationships, supporting customer requests for assigned accounts, and meeting assigned production targets. The role also involves working with internal and external customers and assisting more experienced managers with account support. 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; affected employees may need to provide information to the Wells Fargo Personal Account Dealing Team and comply with applicable requirements. The listed base pay range is $68,000 to $114,000. Employees may also be eligible for incentive opportunities. Eligible employees have access to benefits that include health benefits, a 401(k) plan, paid time off, disability benefits, insurance, leave programs, commuter benefits, tuition reimbursement, dependent-child scholarships, adoption reimbursement, and discounts and savings.

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.
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 and the ability to balance the needs of clients, shareholders, and team members.
Excellent verbal, written, and interpersonal communication skills.
Effective organizational, multitasking, and prioritization skills.
Ability to interact with all levels of an organization.
Intermediate Microsoft Office skills.

Responsibilities

Establish working relationships with clients who already have accounts and achieve business objectives related to those accounts.
Independently maintain and enhance relationships with existing clients while meeting business objectives.
Present recommendations for resolving complex client requests and exercise independent judgment while developing expertise in Equipment Finance Account Management.
Collaborate with existing internal and external customers to build working relationships.
Assist more experienced managers in supporting customer requests for accounts.
Meet assigned production targets.
Follow applicable Wells Fargo risk, compliance, and other policies and procedures; fulfill risk and compliance obligations and escalate or remediate issues as appropriate.