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Senior Equipment Finance Account Manager

Wells Fargo • Chandler, AZ • 4d ago

About this role:

Wells Fargo is seeking a Senior Equipment Account Manager to support our clients Equipment Finance needs

In this role, you will:

Collaborate with internal sales and deal team members to execute on customer fundings.

Influence internal stakeholders to enable a positive outcome for Wells Fargo and it's customers.

Toggle between tactical requirements and strategic initiatives.

Review and consolidate deal backup for entry into system of record.

Leverage system of record to document critical deal components.

Communication with customers, vendors and internal stakeholders.

Effectively manage conflict and escalate appropriately.

Participate in establishing working relationships with clients which already have existing accounts and achieving business objectives related to these client accounts

Exercise independent judgment in maintaining and enhancing working relationship with the existing clients and meet business objectives

Present recommendations for resolving more complex client requests and exercise independent judgment while developing expertise in the Equipment Finance Account Management functional area

Collaborate with existing internal and external customers to build a working relationship

Assist the more experienced managers in supporting customer requests for accounts

Required Qualifications:

4+ years of Equipment Finance Account Management experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

Strong experience resolving and working through escalated and complex customer issues

Extensive knowledge and understanding of lease and loan products, pricing, credit underwriting

Strong analytical skills including the ability to analyze financial metrics

Customer service focus with the ability to balance needs of clients, shareholders, and team members

Excellent verbal, written, and interpersonal communication skills

Effective organizational, multi-tasking, and prioritizing skills

Ability to interact with all levels of an organization

Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills

Knowledge and understanding of equipment finance and leasing

Outstanding problem solving skills

Job Expectations:

This position offers a hybrid work schedule

Willingness to work on-site in one of the listed locations

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

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

$55,300.00 - $98,300.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) 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

Posting End Date:

29 Jun 2025

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

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 (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

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.

Req Number: R-464117

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