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In this role, you will:
Lead or participate in managing working relationships with clients which already have existing accounts within Equipment Finance Account Management.
Contribute to development of new accounts and expanding existing account relationships
Organize customer transaction information and collaborate with internal partners throughout the transaction cycle
Assist the Management teams in supporting customer requests
Exercise independent judgment in managing and enhancing working relationship with the existing clients and internal stakeholder and meet business objectives within Equipment Finance Account Management functional area
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:
Equipment finance experience.
Intermediate in Microsoft Office Suite-Excel, Outlook, Word and PowerPoint
Strong collaboration and relationship management skills
Demonstrated proficiency in handling multiple projects and deadlines with strong organizational, multi-tasking, and prioritizing skills.
Excellent verbal, written and interpersonal communications skills with ability to develop rapport and credibility with all levels
Demonstrated proficiency in working in a highly focused, collaborative and fast paced team environment with a sense of personal accountability and urgency for achieving results.
Excellent analytical skills with high attention to detail and accuracy
Strong organizational, multi-tasking, and prioritizing skills
Job Expectations:
Up to 10% travel
This position is not eligible for Visa sponsorship
This position offers a hybrid work schedule
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
May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards
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.
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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