Senior Equipment Finance Account Manager

Wells Fargo

. Support the team covering Specialty Industries .

Posted 11/3/2026full-timeUnited StatesSenior💰 $68,000 - $114,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive expertise in Equipment Finance Account Management, with a strong focus on client relationship management, analytical skills, and compliance with financial regulations. Proven ability to resolve complex customer issues while meeting production targets and maintaining effective communication across all organizational levels.

Highest-signal resume keywords

Equipment Finance Account ManagementClient Relationship ManagementSales ExperienceAnalytical SkillsCompliance Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Lease ProductsLoan ProductsPricingCredit UnderwritingDocumentation ProcessesFinancial Metrics AnalysisRisk Decision Making

Soft Skills

Customer Service FocusInterpersonal CommunicationOrganizational SkillsMulti-taskingPrioritizing

Tools & Technologies

Microsoft Office

Industry Keywords

Specialty IndustriesClient OnboardingProduction TargetsRegulatory ProgramsOperational Policies

About the role

Key responsibilities & impact

Support the team covering Specialty Industries
Support and drive business within Specialized Industries
Maintain and expand existing client relationships
Onboard new relationships
Assist management teams in supporting customer requests for assigned accounts
Meet assigned production targets
Establish working relationships with clients with existing accounts and achieve related business objectives
Independently maintain and enhance existing client relationships
Present recommendations for resolving complex client requests
Develop expertise in the Equipment Finance Account Management functional area
Collaborate with internal and external customers
Assist more experienced managers in supporting customer requests
Follow applicable risk, compliance, credit, market, financial crimes, operational, and regulatory programs, policies, and procedures
Proactively monitor, identify, escalate, and remediate issues and make sound risk decisions

Requirements

What you’ll need

4+ years of Equipment Finance Account Management experience, or equivalent experience demonstrated through work experience, training, military experience, or education
Prior Equipment Finance experience
Prior Sales Experience
Strong experience resolving and working through escalated and complex customer issues
Extensive client relationship management experience
Extensive knowledge and understanding of lease and loan products, pricing, credit underwriting, and documentation processes
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
Intermediate Microsoft Office skills
This position is not eligible for Visa sponsorship
Compliance with applicable outside activities and personal investing policies may be required
Accurate information and supporting documentation for employment and education verification
Direct representation of one's own experiences during recruiting and hiring

Benefits

Comp & perks

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
Incentive opportunities may be available