Supplier Finance Sales & Portfolio Onboarding Specialist

Wells Fargo Bank•Charlotte, NC

15d•Hybrid

About The Position

This position is part of the Supply Chain Finance – Supplier Onboarding product team within Wells Fargo’s Supply Chain Finance business. Supplier Finance provides working-capital solutions to Commercial Banking and Corporate and Investment Banking clients, enabling Wells Fargo to make early payments to suppliers for invoices owed by large multinational buyers. The role focuses on consultative sales and onboarding to increase adoption of buyer-sponsored programs among suppliers referred by the Bank’s clients. It is not a telemarketing or cold-calling position; referred suppliers are expecting outreach. The specialist engages financial executives at mid-sized companies through virtual meetings, phone calls, and email. The role involves explaining program benefits, responding to financial and program questions, coordinating onboarding documentation and legal processes, and supporting suppliers through participation in the program. The specialist also tracks sales and onboarding activity, researches supplier contacts, coordinates system changes, and collaborates with internal teams while adhering to applicable compliance, risk, and regulatory requirements. The position offers a hybrid work schedule, requires willingness to work on-site at the stated location, and involves up to 10% travel. It is not eligible for visa sponsorship.

Requirements

At least 4 years of secured or specialized lending relationship management or portfolio management experience, or equivalent demonstrated through work experience, training, military experience, or education.
Strong financial acumen, professional presence, and ability to communicate effectively with C-level and senior finance executives.
Willingness to work on-site at the stated location.
Up to 10% travel.
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.
Proven 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

Contact financial executives by virtual meeting, phone, and email to explain product benefits.
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 required Uniform Commercial Code (UCC) filings.
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 supplier 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.
Execute applicable risk programs and Wells Fargo policies and procedures, escalate and remediate issues, and make sound risk decisions.