Wells Fargo

Lead Credit Product Sales Specialist

Wells Fargo$153K — $239K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of secured or specialized lending sales experience or equivalent.
  • Experience in originating new prospective relationships.
  • Proficiency in closing leases and loans with financial analysis skills.
  • Ability to collaborate with internal sales and credit teams for transactions over $100,000.
  • Strong communication skills, both verbal and written.

Responsibilities

  • Source new clients and grow existing commercial relationships.
  • Analyze client businesses and deliver tailored financial solutions.
  • Lead moderately complex transactions from proposal to approval.
  • Collaborate with team members to resolve client issues.
  • Identify feedback for product innovation and market needs.
  • Contribute to the strategic planning for business objectives.
  • Mentor junior team members in their development.

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
Full Job Description

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.


In this role, you will:

  • Lead or participate in sourcing new clients or growing existing relationships in a given product or specialty
  • Understand clients’ businesses, strategic objectives, operational priorities, and financial positions within the context of individual deals and client relationships
  • Lead moderately complex transactions in partnership with coverage teams for specialty products, including by analyzing potential opportunities, structuring, proposing, and selling tailored financial solutions to clients; lead internal coordination and submit transactions to management or independent risk for approval
  • Collaborate and consult with peers, colleagues, and mid-level managers to resolve client issues and achieve business objectives
  • Independently resolve moderately complex issues while leveraging a solid understanding of relevant policies, procedures, and compliance requirements
  • 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
  • Contribute to large-scale planning related to a given product or specialty’s business objectives
  • Serve as a mentor for less experienced individuals

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

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
  • Ability to work in a fast-paced deadline driven environment
  • 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 result
  • 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
  • Ability to work a hybrid work schedule, current requirements are 4 days in-office.
  • Willingness to work on-site at stated location on the job opening
  • This position does not support Visa Sponsorship
  • 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.

Location:

461 From Rd PARAMUS, NJ 07652

99 S Wood Ave ISELIN, NJ 08830

300 Barr Harbor Dr Ste 850 WEST CONSHOHOCKEN, PA 19428

111 S Calvert St BALTIMORE, MD 21202

1751 & 1753 Pinnacle Dr MCLEAN, VA 22102

125 High St BOSTON, MA 02110

Additional Information:

Paramus & Iselin, NJ Pay Range: $153,000.00 - $239,000.00

Conshohocken, PA Pay Range: $153,000.00 - $239,000.00

Baltimore, MD Pay Range: $153,000.00 - $239,000.00

Boston, MA 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. $139,000.00 - $260,000.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

  • 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:

27 Sep 2026

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

About Wells Fargo

Wells Fargo Careers

Joining Wells Fargo means becoming part of a distinguished financial institution that has been a cornerstone of innovation and leadership in the banking industry. At Wells Fargo, we offer a plethora of job opportunities designed to empower your career growth and development in a diverse and inclusive environment.

Work You’ll Do

At Wells Fargo, you will be part of a team that values diversity and is committed to fostering an inclusive culture. We are looking for professionals who are eager to drive innovation and lead with integrity. Our employees are our greatest asset, and we invest in their professional growth through comprehensive leadership and diversity training programs that are recognized industry-wide.

Explore a Multitude of Career Paths

Whether you're interested in a position in finance, IT, customer service, or management, Wells Fargo has career opportunities in various fields. Our team members benefit from job stability, competitive benefits, and a culture that values and rewards performance and dedication.

Internship Programs

Kickstart your career with a Wells Fargo internship. Our programs provide invaluable industry exposure, professional skills development, and networking opportunities that often lead to full-time employment offers. Interns at Wells Fargo work on real projects, solve actual challenges, and gain the mentorship of seasoned professionals.

Professional Growth and Development

We believe in nurturing the potential of our employees. Wells Fargo offers robust training programs and resources to help every team member excel in their current roles and prepare for future challenges. Growth at Wells Fargo is not just about climbing the career ladder but expanding your skills and expertise to add value to our team and customers.

Benefits and Rewards

Wells Fargo is committed to the well-being of our team members. We offer a comprehensive benefits package that includes health care, retirement plans, and generous paid time off. Additionally, we provide unique perks like employee discounts, adoption assistance, and tuition reimbursement.

Join Our Team

Discover the opportunities waiting for you at Wells Fargo by exploring open positions that match your skills and interests. We are continuously hiring and looking for individuals who bring creativity, passion, and a drive to serve our customers.

Stay Connected

Keep up to date with the latest from Wells Fargo Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and get insider tips on crafting the perfect resume and acing your interview.

Networking and Innovation

At Wells Fargo, networking and innovation go hand in hand. We encourage our employees to connect across departments and roles to foster new ideas and strategies that lead to groundbreaking solutions.

Empower Your Career

Step into a role at Wells Fargo where your skills will be honed, your achievements recognized, and your career can flourish. We're not just filling positions; we're building leaders who are equipped to navigate the complexities of the financial world. Join Wells Fargo today and be part of a team that’s redefining the future of banking.
Learn more about Wells Fargo
Size
246,577 employees
Market Cap
$155.2 billion
Industry
Net Income
$3.3 billion
Founded
1852
5 Year Trend
-5.9%
NASDAQ

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