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Wells Fargo Lead Equipment Finance Sales Specialist United States, California, Oakland 134009392
18.08.2024
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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
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
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
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