Senior Equipment Finance Account Manager

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.

Salary is just one component of Wells Fargo's total rewards package. Depending on the role, a Wells Fargo's employee may be eligible for additional forms of compensation, such as sales incentives, discretionary bonuses, and/or equity in the company in the form of Restricted Stock Units (RSUs).

$68,000.00 - $114,000.00

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
  
  

Posting End Date:

29 Sep 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 .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment And Hiring Requirements

• Third-Party recordings are prohibited unless authorized by Wells Fargo.
• Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
  
  

Reference Number

R-464117-2