Wells Fargo

Senior Credit Product Portfolio Representative – Inside Sales

Wells Fargo

full-time

Posted on:

Location Type: Hybrid

Location: Des Moines • Iowa • Montana • United States

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Job Level

Senior

About the role

  • Support the building and maintaining of effective relationships with existing clients through support of their functional area
  • Assist in setting performance standards to enhance client satisfaction
  • Evaluate profitability of relationships and make recommendations to management about account dispositions
  • Articulate differences and similarities among unique industries, programs, and market segments
  • Perform complex administrative, transactional, operational, and customer support tasks within the functional area
  • Interact with senior peers and functional partners on a wide range of requests, including directly interacting with external clients and serving as a liaison between various functional areas and the client
  • Participate in client-related or ad-hoc projects and teams
  • Partner with product management functional partners to provide feedback on evolving market needs to enable the innovation, design, and delivery of credit solutions more effectively
  • Support performance of less experienced staff, including providing subject matter expertise

Requirements

  • 4+ 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
  • 3 years prior sales experience and/or customer service
  • Advanced problem solving and/or sophisticated sales techniques
  • Excellent verbal, written and interpersonal communication skills
  • Experience with Equipment Finance and leasing
  • 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
Benefits
  • This position is not eligible for Visa sponsorship
  • Specific compliance policies may apply regarding outside activities or personal investing
  • Drug and Alcohol Policy
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
secured lendingspecialized lendingportfolio managementsales techniquescustomer serviceproblem solvingEquipment Financeleasing
Soft Skills
communication skillsinterpersonal skillsorganizational skillsability to work with minimal supervisionability to establish prioritiesmanaging complaintsmanaging objections