Lead Equipment Finance Account Manager

Wells Fargo · United States

About this role:

Wells Fargo is seeking an Equipment Finance Account Manager to join our Equipment Finance team. This role is responsible for managing deal flow and enabling client relationship growth, delivering exceptional customer service, and supporting business growth objectives. The successful candidate will serve as a trusted partner to the outside sales team and our clients, working closely with internal stakeholders to execute on opportunities, manage the deal process for a given coverage area, and strengthen long-term relationships. This role may cover Capital Markets and/or Middle Market, Mid-Corporate, Emerging Middle Markets. This position offers the opportunity to make a meaningful impact through client engagement, enabling portfolio growth, and collaboration across multiple lines of business.

In this role, you will:

• Lead or participate in managing working relationships with clients which already have existing accounts within Equipment Finance Account Management functional area
• Partner with sales teams on account planning activities
• Contribute to development of new accounts and expanding existing account relationships
• Exercise independent judgment in managing and enhancing working relationship with the existing clients and meet business objectives within Equipment Finance Account Management functional area
• Independently manage deal flow for coverage area
• Assist the Management teams in supporting customer requests for accounts and developing new accounts
• Collaborate with existing internal and external customers to build a working relationship

Required Qualifications:

• 5+ years of Finance Account Management experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Extensive knowledge and understanding of lease and loan products, pricing, and credit underwriting
• Client service focus with the ability to balance the needs of clients, shareholders, and team members
• Demonstrated history of meeting and exceeding business goals and objectives
• Knowledge of Capital Markets gained through professional experience, relevant education or a combination of both.
• Strong collaboration skills with cross-functional teams and other lines of business
• Excellent verbal, written, and interpersonal communication skills
• Effective organizational, multi-tasking, and prioritizing skills
• Outstanding problem-solving skills
• Ability to interact with all levels of an organization

Job Expectations

• This position offers a hybrid work schedule
• Current requirements are 3 days in-office?
• Willingness to work on-site at stated location on the job opening
• This position is not eligible for Visa sponsorship
• Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

Job Locations

• 109667-MN-600 Wells Fargo, Minneapolis
• 109845-NC-Brigham Building, Charlotte
• 112847-TX-Las Colinas Bldg B, Irving Campus
• 137711-IA-Northstar Building, Des Moines

Additional Information:

Minneapolis, Minnesota Pay Range: $153,000 - $239,000 USD Annual (this range may not be applicable to other locations)

#commercialbanking

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement

Posting End Date:

* Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business units risk appetite and all risk and compliance program requirements.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.