Senior Equipment Finance Sales Specialist

Finance Professional

Wells Fargo is seeking a motivated and personable finance professional to join our national equipment finance team responsible for originating new, and maintaining existing, relationships with commercial vehicle dealers and truck lessors. This role will focus primarily on inventory finance (floorplan) opportunities and relationships.

In this role, you will:

• Develop and deliver financial solutions to prospective and existing clients across Commercial Banking or Corporate & Investment Banking, by assembling and leading execution teams and provide guidance and oversight to pitch, structure, negotiate, and execute highly customized transactions to clients
• Develop or influence objectives, strategy, resources, and long-term goals for a portfolio of clients that utilize specialty products and services
• Potentially be assigned a non-contractual territory and responsible for influencing partners to generate and direct deal opportunities to the business
• Lead aspects of client interaction; maintain visibility on the clients' objectives and business pipeline to identify opportunities early, provide advice and ideas, and recommend tailored financing solutions to address specific clients' needs
• Proactively identify ancillary solutions that meet the client's needs and coordinate interaction with other product partners within the bank (Investment Banking, Wealth Investment Management, Treasury Management, etc.)
• Lead the execution of deals by assigning responsibilities, setting deadlines and objectives, and providing guidance; retain oversight of complex aspects such as diligence or documentation, and provide expertise and training to more junior team members
• Understand clients' businesses, strategic objectives, operational priorities, and financial positions within the context of individual deals and client relationships
• Act as an advisor to senior leadership to develop or influence planning for highly complex business needs related to a given product or specialty's business objectives
• Represent the bank and grow the franchise by participating in industry conferences and meetings
• Serve as a mentor for less experienced individuals

Required Qualifications:

• 7+ 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:

• Commercial lending and equipment finance experience
• Experience originating and structuring equipment finance or inventory (floorplan) lending solutions for commercial clients
• Ability to build and manage relationships with dealers, lessors, and key internal partners
• Strong understanding of client financials, business models, and credit risk considerations
• Demonstrated ability to lead deal execution, including structuring, negotiation, and closing transactions
• Effective communication and influencing skills to collaborate across teams and support business development efforts

Job Expectations:

• The specific U.S. location is flexible by candidate, but will require co-location with an existing Wells Fargo Commercial Banking or Equipment Finance team
• Ability to travel up to 25% of the time
• This position offers a hybrid work schedule
• Current requirements are 4 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:

• 600 S 4th St MINNEAPOLIS, MN 55415
• 10 S Wacker Dr CHICAGO, IL 60606
• 401 Las Colinas Blvd W Bldg A IRVING, TX 75039
• 550 S Tryon St CHARLOTTE, NC 28202
• 2700 S Price Rd CHANDLER, AZ 85286
• 14468 Culver Drive IRVINE, CA 92604

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.

$159,000.00 – $305,000.00

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