Wells Fargo

Senior Lead Credit Product Sales Specialist

Wells Fargo$110K — $130K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years of secured or specialized lending sales experience, or equivalent experience through various means.
  • 7+ years of Equipment Finance experience.
  • Experience structuring and delivering credit solutions for commercial clients.
  • Strong business development and relationship management skills.
  • Ability to analyze financial statements and assess credit risk.
  • Experience leading complex transactions and partnering across lines of business.

Responsibilities

  • Advise senior leadership on long-term goals for complex business and technical needs.
  • Lead client sourcing and expand existing relationships for specialized products.
  • Understand clients' strategic objectives and operational priorities in context of deals.
  • Partner with teams to work independently on transactions and advise on complex financing opportunities.
  • Serve as an expert advisor to leadership, engaging with professionals across the enterprise.
  • Guide product management partners in innovating and delivering market-responsive credit solutions.
  • Mentor less experienced team members.

Benefits

  • Ability to work a hybrid schedule (mix of onsite and remote work).
  • Opportunities for mentorship and development.
  • Engagement with senior leadership and cross-functional teams.
  • Travel opportunities to interact with clients.
  • Access to a large and supportive organizational infrastructure.
Full Job Description

About this role:

Wells Fargo is seeking a Senior Lead Credit Product Sales Specialist to support the Over-the-Road (OTR) Transportation Group within Wells Fargo Equipment Finance. This role partners closely with Commercial Banking coverage teams to identify opportunities, deepen client relationships, structure tailored equipment finance solutions, and drive business growth within the transportation industry. The successful candidate will serve as a trusted advisor to clients and internal partners while leading complex transactions, influencing business strategy, and supporting the continued growth of Wells Fargo's equipment finance platform.


In this role, you will:

  • Act as an advisor to senior leadership to develop or influence long-term goals for highly complex business and technical needs across Commercial Banking or Corporate & Investment Banking
  • Lead the sourcing of new clients or growing of existing relationships for a given product or specialty in close coordination with coverage teams
  • Understand clients’ businesses, strategic objectives, operational priorities, and financial positions within the context of individual deals and client relationships
  • Partner with client teams to independently work on client transactions and advise on peer transactions, including highly complex, larger, and multi-product financing opportunities, including analyzing potential opportunities, structuring, proposing, and selling tailored financial solutions to clients, strategically leading internal coordination, and submitting transactions to management or independent risk for approval
  • Strategically engage with all levels of professionals and managers across the enterprise and serve as an expert advisor to leadership
  • Partner with product management functional partners to provide vision, direction, and expertise to leadership on evolving market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or companywide strategies
  • Serve as a mentor for less experienced individuals

Required Qualifications:

  • 7+ 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:

  • 7+ years of Equipment Finance experience

    Commercial lending or specialty finance experience.
  • Experience structuring and delivering credit solutions for commercial clients.

  • Strong business development and relationship management skills.

  • Ability to analyze financial statements and assess credit risk.

  • Experience leading complex transactions and partnering across lines of business.

Job Expectations:

  • Ability to travel 60% or more.

  • Ability to work a hybrid work schedule

  • 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.

Job Locations:
NORTH CAROLINA - Charlotte, NC 550 S Tryon St

GEORGIA - Atlanta, GA 1100 Abernathy Rd
GEORGIA - Atlanta, GA 171 17th St NW Bldg. 100

#CommercialBanking

Posting End Date:

19 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

Similar Jobs

More Jobs at Wells Fargo

More Finance & Insurance Jobs

Find similar Senior Lead Credit Product Sales Specialist jobs: