Equipment Finance - Emerging Middle Markets Inside Sales Position

at  Wells Fargo

Minneapolis, Minnesota, USA -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate31 Oct, 2024Not Specified31 Jul, 20244 year(s) or aboveCommunication Skills,Analytical Skills,Training,Financial ResultsNoNo
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Description:

In this role, you will:

  • Lead or participate in sourcing new clients or growing existing relationships in a given product or specialty
  • Understand clients’ businesses, strategic objectives, operational priorities, and financial positions within the context of individual deals and client relationships
  • Lead moderately complex transactions in partnership with coverage teams for specialty products, including by analyzing potential opportunities, structuring, proposing, and selling tailored financial solutions to clients; lead internal coordination and submit transactions to management or independent risk for approval
  • Collaborate and consult with peers, colleagues, and mid-level managers to resolve client issues and achieve business objectives
  • Independently resolve moderately complex issues while leveraging a solid understanding of relevant policies, procedures, and compliance requirements
  • Partner with product management functional partners to provide feedback on evolving market needs to enable the innovation, design, and delivery of credit solutions more effectively
  • Contribute to large-scale planning related to a given product or specialty’s business objectives
  • Serve as a mentor for less experienced individuals

Required Qualifications:

  • 4+ 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:

  • Background in sales and experience in originating new prospective relationships
  • Qualifying and closing a variety of lease and loan financing products with a good command for analyzing financial results
  • Work cooperatively with internal sales and credit team to submit, credit approve, document and fund transactions ranging from $100,000+
  • Work with manager to build a marketing plan to provide coverage for a large geographic area.
  • Financial Services Experience
  • Excellent verbal, written, and interpersonal communication skills
  • Ability to work in a fast-paced deadline driven environment
  • Strong organizational, multi-tasking, and prioritizing skills.
  • Highly focused collaborative and fast paced team environment with a sense of personal accountability and urgency for achieving result
  • Demonstrated proficiency in handling multiple projects and deadlines
  • Strong analytical skills with high attention to detail and accuracy

Job Expectations:

  • This position will be expected to add funded volume in excess of $30MM from a combination of new and existing relationships.
  • Occasional Travel may be needed

Additional Information:

  • Posting may come down early based on applicant volume
  • Locations are: Minneapolis, MN-Charlotte, NC Or Irving, TX
  • This position is not eligible for Visa sponsorship.

  • 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 unit’s 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 .

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

Responsibilities:

  • Lead or participate in sourcing new clients or growing existing relationships in a given product or specialty
  • Understand clients’ businesses, strategic objectives, operational priorities, and financial positions within the context of individual deals and client relationships
  • Lead moderately complex transactions in partnership with coverage teams for specialty products, including by analyzing potential opportunities, structuring, proposing, and selling tailored financial solutions to clients; lead internal coordination and submit transactions to management or independent risk for approval
  • Collaborate and consult with peers, colleagues, and mid-level managers to resolve client issues and achieve business objectives
  • Independently resolve moderately complex issues while leveraging a solid understanding of relevant policies, procedures, and compliance requirements
  • Partner with product management functional partners to provide feedback on evolving market needs to enable the innovation, design, and delivery of credit solutions more effectively
  • Contribute to large-scale planning related to a given product or specialty’s business objectives
  • Serve as a mentor for less experienced individual


REQUIREMENT SUMMARY

Min:4.0Max:9.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Finance

Graduate

Proficient

1

Minneapolis, MN, USA