Senior Equipment Finance Sales Specialist

Wells Fargo Bank•Irving, TX

22d•Hybrid

About The Position

Wells Fargo is seeking a motivated and personable finance professional to join our national equipment finance team responsible for originating new, and maintaining existing, relationships with commercial vehicle dealers and truck lessors. This role will focus primarily on inventory finance (floorplan) opportunities and relationships. 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 and equipment finance experience
Experience originating and structuring equipment finance or inventory (floorplan) lending solutions for commercial clients
Ability to build and manage relationships with dealers, lessors, and key internal partners
Strong understanding of client financials, business models, and credit risk considerations
Demonstrated ability to lead deal execution, including structuring, negotiation, and closing transactions
Effective communication and influencing skills to collaborate across teams and support business development efforts

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