Lead Credit Product Portfolio Representative

About the position

Wells Fargo is seeking a Lead Credit Product Portfolio Representative in Wells Fargo Commercial Capital as part of Commercial Bank. This role involves making outbound calls and taking inbound calls to sell new or additional products and/or services. Representatives must articulate between unique industries, programs, and market segments, requiring advanced knowledge of the company, products, and services. The position also involves analyzing profitability of relationships and making recommendations to management about account disposition, as well as working on special projects as assigned.

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, adapting campaigns to increase efficiency and results.
• Ensure that various segments of the market receive adequate support and coverage to encourage continued flow of 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 the team.
• Lead or contribute to the 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.
• 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 the team, as well as cross-group administrative operations.

Requirements

• 6+ years of secured or specialized lending relationship management or portfolio management experience.
• Advanced problem solving and/or sophisticated sales techniques.
• Excellent verbal, written, and interpersonal communication skills.
• Ability to overcome objections, manage multiple priorities, and operate in a fast-paced environment.
• Experience with Equipment Finance and leasing.
• High degree of organization with the ability to grasp strategic as well as tactical issues involved with client relationships.
• Ability to work with minimal supervision and establish relevant priorities with respect to administrative work.

Nice-to-haves

• 5 years prior sales experience and/or customer service.
• Responsible, reliable, dedicated, and committed to fulfilling obligations and being a team player.
• Ability to remain calm and thoughtful in challenging or frustrating circumstances.
• Experience managing complaints and objections effectively and professionally.