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Wells Fargo Lead Equipment Finance Sales Specialist 
United States, California, Oakland 
134009392

18.08.2024

About this role:

Wells Fargo is seeking a Lead Equipment Finance Sales Specialist for our Northern and Central Valley California Region


In this role, you will:

  • Lead complex initiatives and sourcing of new clients or growing of existing relationships for a given product or specialty in close coordination with coverage teams
  • Understand clients’ businesses, strategic objectives, operational priorities, and financial positions within the context of individual deals and client relationships
  • Work independently on client transactions in partnership with client teams, including complex, larger, and multi-product financing opportunities, including analyzing potential opportunities, structuring, proposing, and selling tailored financial solutions to clients, leading internal coordination, and submitting transactions to management or independent risk for approval
  • Strategically collaborate and consult with peers, colleagues, mid to senior level managers to resolve client issues and achieve business objectives
  • Make decisions and resolve complex, multi-faceted situations and lead a team to meet a given product or specialty’s objectives while leveraging a sound understanding of relevant policies, procedures, and compliance requirements to meet deliverables and drive new initiatives
  • Partner with product management functional partners to provide recommendations to leadership on evolving market needs to enable the innovation, design, and delivery of credit solutions more effectively
  • Participate in large-scale planning related to a given product or specialty’s business objectives
  • Serve as a mentor for less experienced individuals

Required Qualifications:

  • 5+ 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

Desired Qualifications:

  • Equipment Finance
  • Commercial Banking experience
  • Understanding of commercial credit


Job Expectations:

  • 20% trave

Pay Range

$138,500.00 - $287,600.00

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit 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

6 Sep 2024


Wells Fargo Recruitment and Hiring Requirements:

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