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WF
Wells Fargo
Lead Equipment Finance Sales Specialist
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What they do
A Financial Operations Specialist specializes in foreseeing or carrying out financial transactions or other routine operations that are influenced by compliance needs. Requires some knowledge of accounting, billing, customer service and contracts. Helps businesses and their customers resolve financial billing and reconciliation issues.
$54,321 / year median in Texas
-3% projected decline
Job Description
About this role: Wells Fargo is seeking a Lead Equipment Finance Sales Specialist to drive business development and deliver customized equipment finance solutions to commercial clients. In this role, you will build and grow client relationships, identify financing opportunities, structure transactions, and partner with internal teams to support client success. The ideal candidate brings strong equipment finance expertise, a consultative sales approach, and the ability to manage complex deals in a fast-paced environment. In this role, you will: Develop and deliver financial solutions to prospective and existing clients across Commercial Banking or Corporate & Investment Banking, by assembling and leading execution teams and provide guidance and oversight to pitch, structure, negotiate, and execute highly customized transactions to clients Develop or influence objectives, strategy, resources, and long-term goals for a portfolio of clients that utilize specialty products and services Potentially be assigned a non-contractual territory and responsible for influencing partners to generate and direct deal opportunities to the business Lead aspects of client interaction; maintain visibility on the clients' objectives and business pipeline to identify opportunities early, provide advice and ideas, and recommend tailored financing solutions to address specific clients' needs Proactively identify ancillary solutions that meet the client's needs and coordinate interaction with other product partners within the bank (Investment Banking, Wealth Investment Management, Treasury Management, etc.) Lead the execution of deals by assigning responsibilities, setting deadlines and objectives, and providing guidance; retain oversight of complex aspects such as diligence or documentation, and provide expertise and training to more junior team members Understand clients' businesses, strategic objectives, operational priorities, and financial positions within the context of individual deals and client relationships Act as an advisor to senior leadership to develop or influence planning for highly complex business needs related to a given product or specialty's business objectives Represent the bank and grow the franchise by participating in industry conferences and meetings 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, educationDesired Qualifications:
Equipment finance sales and business development experience Strong commercial credit and financial analysis skills Experience structuring complex financing transactions Proven ability to build and maintain client relationships Strong collaboration and partnership skills across business lines Bachelor's degree (4-year degree) in Finance, Business, Economics, Accounting, or a related field.Job Expectations:
Applicant should be available to travel 40% of scheduled work time per month This position offers a hybrid work schedule Current requirements are 4 days in-office (day travel count as in office day) Willingness to work on-site at stated location on the job opening 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 Job Locations:
IRVING- Texas, 401 Las Colinas Blvd W Bldg.
A MINNESOTA
- Minneapolis, 600 S 4th St UTAH
- Salt Lake City, 299 S Main St
COLORADO
- Denver, 1700
Lincoln St Additional Information:
Irving, Texas Pay Range:
$159,000- $254,000 USD Annual (this range may not be applicable to other locations)
Minneapolis, Minnesota Pay Range:
$175,000- $279,000 USD Annual (this range may not be applicable to other locations)
Salt Lake City, Utah Pay Range:
$159,000- $254,000 USD Annual (this range may not be applicable to other locations)
Denver, Colorado Pay Range:
$175,000- $279,000 USD Annual (this range may not be applicable to other locations) #CommercialBanking Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $159,000.00
- $279,000.00 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.
Posting End Date:
18 Sep 2026- Job posting may come down early due to volume of applicants.
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.Benefits
- Paid Time Off (PTO)
- Financial Aid/Assistance
- 401(k) Plans
- Dental Insurance