Lead Credit Product Sales Specialist

About This Role

Wells Fargo is seeking a Commercial Banking Relationship Manager within Equipment Finance to drive new business and grow existing client relationships. In this role, you will originate, structure, and execute lease and loan financing solutions for commercial clients. You will assess client financials, understand business objectives, and deliver tailored credit solutions while leading moderately complex transactions from underwriting through funding. You will partner closely with coverage, credit, and product teams to move deals forward and resolve client needs. This position is responsible for sourcing new relationships and expanding an existing portfolio, with an expectation to deliver more than $30MM in annual funded volume. You will also contribute to business planning, share market insights with product partners, and support junior team members in a collaborative, results-driven environment.

Required Qualifications

• 5+ years of secured or specialized lending sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Background in sales and experience in originating new prospective relationships
• Qualifying and closing a variety of lease and loan financing products with a good command for analyzing financial results
• Work cooperatively with internal sales and credit team to submit, credit approve, document and fund transactions ranging from $100,000+
• Work with manager to build a marketing plan to provide coverage for a large geographic area
• Financial Services Experience
• Excellent verbal, written, and interpersonal communication skills
• Strong organizational, multi-tasking, and prioritizing skills
• Highly focused collaborative and fast paced team environment with a sense of personal accountability and urgency for achieving results
• Demonstrated proficiency in handling multiple projects and deadlines
• Strong analytical skills with high attention to detail and accuracy

Desired Qualifications

• Background in sales and experience in originating new prospective relationships
• Qualifying and closing a variety of lease and loan financing products with a good command for analyzing financial results
• Work cooperatively with internal sales and credit team to submit, credit approve, document and fund transactions ranging from $100,000+
• Work with manager to build a marketing plan to provide coverage for a large geographic area
• Financial Services Experience
• Excellent verbal, written, and interpersonal communication skills
• Strong organizational, multi-tasking, and prioritizing skills
• Highly focused collaborative and fast paced team environment with a sense of personal accountability and urgency for achieving results
• Demonstrated proficiency in handling multiple projects and deadlines
• Strong analytical skills with high attention to detail and accuracy

Job Expectations

• Ability to travel 35% or more
• Willingness to work on-site at stated location on the job opening
• This position does not support Visa Sponsorship
• Information will be shared about expectations during the recruitment process

Additional Information

Location: 8 S Service Rd MELVILLE, NY 11747

Pay Range: $167,000.00 - $ 260,000.00

#CommercialBanking Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

Benefits

• 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

Posting End Date

16 Jul 2026

Reference Number

R-554072