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Senior Lead Credit Product Sales Specialist

About this role:

Wells Fargo Global Receivables and Trade Finance (GRT) is seeking a Senior Lead Credit Product Specialist to partner with CIB and Commercial Banking Relationship Managers to deliver effective Open Account financing products to banking clients and prospects.  Qualified candidates will have significant experience and proven success in originating, structuring and delivering complex financial solutions in a matrixed operating environment to CIB and Mid Corporate CB sized clients and prospects.

In this role, you will:

  • Partner with CIB and Commercial Banking to lead the sourcing of new open account product (Supplier Finance , Key Account Purchase and A/R Securitization) clients or growing of existing relationships in close coordination with coverage teams
  • Understand clients’ businesses, strategic objectives, operational priorities, and financial positions within the context of individual deals and client relationships
  • Partner with client teams to independently work on client transactions and advise on peer transactions, including highly complex, larger, and multi-product financing opportunities, including analyzing potential opportunities, structuring, proposing, and selling tailored financial solutions to clients, strategically leading internal coordination, and submitting transactions to management or independent risk for approval
  • Strategically engage with all levels of professionals and managers across the enterprise and serve as an expert product advisor to Supply Chain and Channel Solutions leadership as well as business partners from CIB and CB.
  • Partner with product functional partners to provide vision, direction, and expertise to leadership on evolving market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or companywide strategies
  • 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:

  • History of success in partnering with CIB and CB relationship managers in driving thoughtful, well structured product solutions for bank clients in partnership with Relationship Managers
  • Expertise originating, structuring and closing large, structured finance transactions (ABL, Leasing and Lending, Factoring, Etc…)
  • Knowledge of Supplier Finance, Key Accounts Purchase and/or AR Securitization products and markets
  • Proven track record of solutions/product representation to C Suite Finance executives (CFO, Treasurer)
  • Ability to successfully collaborate with functional subject matter experts to lead complex deal teams, transactions and strategic growth initiatives

Job Expectations:

  • 10-20% travel

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.

$144,400.00 - $300,000.00


Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees.

  • 401(k) Plan
  • Paid Time Off
  • Parental Leave
  • Critical Caregiving Leave
  • Discounts and Savings
  • Health Benefits
  • Commuter Benefits
  • Tuition Reimbursement
  • Scholarships for dependent children
  • Adoption Reimbursement

Posting End Date:

18 Jul 2024

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

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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.

Candidates applying to job openings posted in US: 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.

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:

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.

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