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Equipment Finance Sales Support Associate

  • Client Management
  • Full time
  • R-120844

About this role:

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wells Fargo is seeking a Equipment Finance Business Support Analyst in our Equipment Finance group, part of Wells Fargo Commercial Capital.

Learn more about the career areas and lines of business at wellsfargojobs.com .


In this role, you will:

  • Support performance of less experienced staff and overall effectiveness of team
  • Proactively provide feedback and present ideas for improving or implementing processes and tools within Business Lending Relationship Management
  • Perform complex administrative, transactional, operational and customer support tasks
  • Articulate between unique industries, programs and market segments
  • Assist in setting performance standards, and recommend process or policy improvements to enhance customer satisfaction
  • Provide subject matter expertise and interpretation of procedures to less experienced individuals
  • Serve as liaison between various departments, merchant, client and customer
  • Evaluate profitability of the relationship and make recommendation to management about account disposition
  • Work on special projects as assigned
  • Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
  • Interact with internal and external customers
  • Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures and compliance requirements


Required Qualifications, US:

  • 4+ years of Business Lending Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education


Desired Qualifications:

  • Knowledge and understanding of Equipment Finance preferred
  • Experience obtaining and reviewing customer documents preferred
  • Financial Services experience
  • Ability to navigate multiple computer systems, applications, and utilize search tools to find information
  • Good PC skills with the aptitude to learn new systems quickly
  • Strong analytical skills with high attention to detail and accuracy
  • Excellent verbal, written, and interpersonal communication skills
  • Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important
  • Ability to work in a fast-paced deadline driven environment
  • Energetic, quick learner, positive attitude, self-motivated
  • Ability to work independently, organizing and managing multiple priorities

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, or status as a protected veteran.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.


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