Compact Utility – Sales Relationship Management

About this role:

At Wells Fargo, we are looking for talented people who will put our customers at the center of Everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

We are seeking a driven, relationship focused Sales Associate to support the growth of our Compact Utility platform.  This individual will play a critical role in expanding our vendor partnerships, driving equipment financing solutions, and supporting sales enablement across the Compact Utility space, within our Vendor Finance team. 

Learn more about the career areas and lines of business at wellsfargojobs.com. #CommercialBank

In this role, you will:

• Lead or participate in building and maintaining effective relationships with existing clients within their products or functional area, including sharing relevant information with coverage partners
• May be assigned a contractual territory and responsible for managing partner relationships to ensure deal opportunities are directed to the business, in alignment with agreement terms
• Review and analyze moderately complex business, operational, or technical challenges that require an in-depth evaluation of variable factors
• Independently review and analyze moderately complex client portfolios or partner with senior peers on more complex portfolios for key issues related to cash flow, liquidity, leverage, working capital, debt coverage, collateral and enterprise value analysis, and repayment sources, including for use in periodic reviews as well as interim underwriting memoranda
• Partner with coverage teams within the context of individual deals and client relationships to understand clients’ businesses, strategic objectives, operational priorities, and financial positions to identify and execute on opportunities for modifications, renewals, and refinancings
• Perform regular portfolio reviews to manage risk and lead problem loan resolutions, where applicable
• Collaborate and consult with peers and functional partners to resolve client servicing requests and contribute to large-scale planning related to a given product and/or specialty’s business objectives
• Independently resolve moderately complex situations while developing a sound understanding of policies, procedures, and compliance requirements to meet business objectives and partner with senior peers for more complex issues
• 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
• May serve as a mentor for lower level staff

Required Qualifications:

• 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

Desired Qualifications:

• 3+ years of equipment or vendor finance experience
• Experience with commercial retail loans and leases; inventory finance (wholesale) products
• Financial statement acumen; ability to understand, analyze and leverage to satisfy deal requirements
• Proven understanding of credit requirements for retail and inventory finance (wholesale) products, ability to translate credit story into workable deal structures
• Customer advocacy - Deliver on program partner goals and objectives through excellent service to dealer channel; and, cross-functional collaboration and teamwork
• Adaptability - Ability to work in a high-touch, fast paced environment with continual process improvement and change
• Initiative and Resourcefulness - Effectively prioritize daily activities to ensure achievement of program goals; and, engage key resources/stakeholders to assist with problem solving, breaking down barriers

Job Expectations:

• Ability to travel up to 25% of the time
• This position does not support Visa Sponsorship
• Ability to work a hybrid work schedule-4 days in the office and 1 day remote
• Willingness to work on-site at stated location on the job opening
• Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

Job Locations:

• 401 Las Colinas Blvd W Bldg. A IRVING, TX 75039
• 801 Walnut St DES MOINES, IA 50309

Posting End Date: 

10 Aug 2026

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.