Lead Equipment Finance Account Manager

Wells Fargo

Equipment Finance Account Manager at Wells Fargo responsible for managing client relationships and enabling business growth. Collaborating with sales teams and stakeholders for deal processes and account management.

Posted 8/1/2026full-timeMinneapolis • Arizona, Minnesota, North Carolina, Texas • 🇺🇸 United StatesSenior💰 $153,000 - $239,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates extensive experience in Finance Account Management, with a strong focus on client service and relationship building. Possesses in-depth knowledge of lease and loan products, pricing, and credit underwriting within the Capital Markets domain.

Highest-signal resume keywords

Finance Account Management ExperienceLease And Loan Products KnowledgeClient Service FocusBusiness Goals AchievementCapital Markets Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Credit UnderwritingDeal Flow ManagementAccount PlanningBusiness Objective ManagementClient Relationship Management

Soft Skills

Independent JudgmentCollaborationCustomer Focus

About the role

Key responsibilities & impact

Lead or participate in managing working relationships with clients which already have existing accounts within Equipment Finance Account Management functional area
Partner with sales teams on account planning activities
Contribute to development of new accounts and expanding existing account relationships
Exercise independent judgment in managing and enhancing working relationship with the existing clients and meet business objectives within Equipment Finance Account Management functional area
Independently manage deal flow for coverage area
Assist the Management teams in supporting customer requests for accounts and developing new accounts
Collaborate with existing internal and external customers to build a working relationship

Requirements

What you’ll need

5+ years of Finance Account Management experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education
Extensive knowledge and understanding of lease and loan products, pricing, and credit underwriting
Client service focus with the ability to balance the needs of clients, shareholders, and team members
Demonstrated history of meeting and exceeding business goals and objectives
Knowledge of Capital Markets gained through professional experience, relevant education or a combination of both.

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