Account Executive
Roche
Senior Credit Product Portfolio Representative – Inside Sales
Wells Fargo
full-time
Posted on:
Location Type: Hybrid
Location: Moberly • Iowa, Montana • 🇺🇸 United States
Visit company websiteJob 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
- 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
- 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
- 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
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
secured lendingspecialized lendingportfolio managementsales techniquescustomer serviceproblem solvingEquipment Financeleasing
Soft skills
verbal communicationwritten communicationinterpersonal communicationobjection handlingmulti-priority managementteam playercalm under pressureorganizational skillsindependent workstrategic thinking
