Supplier Finance Sales & Portfolio Onboarding Specialist

Wells Fargo • Atlanta, GA

1d • Hybrid

About The Position

This role is part of the Supply Chain Finance Supplier Onboarding product team within Wells Fargo Commercial Banking. Supplier Finance provides working-capital solutions to Commercial Banking and Corporate and Investment Banking clients, helping their suppliers receive early payment for invoices through accounts receivable purchases or discounts.

The position is an external-facing, consultative sales and onboarding role focused on increasing supplier participation in Buyer-sponsored programs. The specialist contacts referred suppliers through virtual meetings, phone, and email to explain program benefits, answer financial and program questions, and support completion of onboarding documentation. Supplier leads are referred by the Bank’s large multinational clients and are expecting outreach; this is not a telemarketing or cold-calling role. Success requires financial acumen, professional presence, and effective communication with C-level and senior finance executives.

The role manages supplier sourcing, onboarding, documentation, and changes for existing participants; coordinates legal documentation and UCC filings; serves as a supplier point of contact; and tracks sales and onboarding activity in Salesforce. It also involves researching supplier contacts, collaborating on business initiatives and presentations, and complying with applicable risk, control, regulatory, and compliance requirements. The position offers a hybrid work schedule and involves up to 10% travel. Employees must be willing to work on-site at the stated location. The role is not eligible for visa sponsorship.

Requirements

• At least 4 years of secured or specialized lending relationship management or portfolio management experience, or equivalent experience demonstrated through work, training, military experience, or education.
• Up to 10% travel.
• Willingness to work on-site at the stated location.
• This position is not eligible for visa sponsorship.

Nice To Haves

• Experience in commercial banking, corporate banking, treasury management, trade finance, supply chain finance, working capital, or specialty finance products.
• Knowledge of accounts receivable purchasing, factoring, supplier finance, asset-based lending, or other receivables-based financing solutions.
• Demonstrated success in a client-facing sales, relationship management, onboarding, implementation, or account management role.
• Experience presenting financial solutions and business value propositions to CFOs, Treasurers, Controllers, and other senior finance executives.
• Strong understanding of commercial credit, financial statements, and working capital concepts.
• Experience managing legal documentation, contract negotiations, and cross-functional coordination with internal and external counsel.
• Ability to manage multiple client onboarding projects simultaneously while meeting deadlines and service standards.
• Strong analytical, organizational, and problem-solving skills with attention to detail.
• Ability to work independently while collaborating effectively across sales, operations, legal, risk, and product teams.
• Excellent verbal and written communication skills, including the ability to explain complex financial concepts clearly and concisely.
• Experience supporting multinational corporations, large commercial clients, or complex banking relationships.
• Bachelor’s degree in Finance, Accounting, Business Administration, Economics, or a related field.

Responsibilities

• Educate financial executives on product benefits through virtual meetings, phone calls, and email.
• Manage sourcing, onboarding, and documentation for new suppliers and modifications for existing suppliers, including preparing and distributing program agreements and supporting materials.
• Coordinate with internal and external legal counsel on supplier documentation, legal negotiations, and UCC filings required for onboarding.
• Serve as a primary supplier contact, responding to questions and helping resolve financial, documentation, and onboarding issues.
• Initiate and coordinate supplier system change requests needed to establish or maintain supplier participation.
• Maintain accurate sales and onboarding activity in Salesforce, including pipeline tracking, metrics reporting, analysis, and management reporting.
• Research Buyer-referred supplier leads and appropriate financial contacts using internal and external resources to maximize engagement and program participation.
• Partner with GRT team members on business initiatives, special projects, analysis, and management presentations.
• Adhere to applicable compliance, control, regulatory, and risk-management requirements throughout the sales and onboarding process.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed