Wells Fargo · 2 hours ago
Material Handling/Compact Utility - Inside Sales Relationship Management
DES MOINES, IA
Full-time
Hybrid
Senior Level
6+ years expWells Fargo is seeking a Lead Credit Product Portfolio Representative within the Commercial Banking Group supporting our Industrial and Compact Utility team. This role focuses on building and maintaining client relationships while executing various marketing campaigns and supporting business objectives.
BankingFinancial ServicesFinTechInsurancePayments
No H1B
Responsibilities
Support the building and maintaining of effective relationships with existing clients through support of Credit Product Portfolio functional area
Execute various manufacturer programs and marketing campaigns, including adapting campaigns to increase efficiency and results
Ensure that various segments of the market receive adequate support and coverage to encourage continued flow business
Support internal and external clients to achieve business objectives
Perform or guide others on complex tasks or initiatives that require planning, evaluation, and interpretation
Independently prioritize work and provide day-to-day-work leadership and mentorship to team; lead or contribute to implementation of new or revised processes and procedures that require coordination among various teams
Provide guidance and subject matter expertise to immediate team and functional area on a wide range of information
Partner with product management functional partners to provide recommendations to leadership on evolving market needs to enable the innovation, design, and delivery of credit solutions more effectively
Contribute to client-related or ad-hoc projects and teams, including supporting the interpretation of policies and providing technical guidance on documentation concerns
Support performance and overall effectiveness of team, as well as cross-group administrative operations
Qualification
Required
6+ years of secured or specialized lending relationship management or portfolio management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Preferred
Experience with equipment finance and leasing
4+ years prior sales experience
Advanced problem solving and/or sophisticated sales techniques
Ability to overcome objections, manage multiple priorities, and operate in a fast-paced environment
Responsible, reliable, dedicated and committed to fulfilling obligations and being a team player
Ability to remain calm and thoughtful in challenging or frustrating circumstances, and having the ability to recognize intense situations when deals should be escalated to management
High degree of organization with ability to grasp strategic as well as tactical issues involved with client relationships
Ability to work with minimal supervision and able to establish relevant priorities with respect to administrative work associated with departmental activities
Experience managing complaints and objections effectively and professionally
Excellent verbal, written and interpersonal communication skills. Ability to overcome objections, manage multiple priorities, and operate in a fast paced environment
Company
Wells Fargo
Wells Fargo & Company is a financial services firm that provides banking, insurance, investments, and mortgage services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-10-06IPO
Leadership Team
Charlie Scharf
CEO
Fernando Rivas
CEO of Corporate & Investment Banking
Recent News
2026-01-24
2026-01-23
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