Senior Credit Product Portfolio Representative(Inside Sales Representative)
About the position About this role: Wells Fargo is seeking a Senior Credit Product Portfolio Representative as part of Wells Fargo Commercial Capital. Learn more about the career areas and lines of business at www.wellsfargojobs.com Please note: Work hours are 9:00 – 6:00 pm CST, Monday – Friday. Responsible for making outbound calls and taking inbound calls with the objective of extending contact to sell new or additional products and/or services. Representatives must be able to clearly articulate between unique industries, programs, and market segments. Requires advanced knowledge of company, products and/or services. Requires advanced problem solving and/or sophisticated sales techniques along with advanced knowledge of the sales process. Representatives act as a liaison between various departments and the merchant/client/customer to reach sales conclusion. Analyzes profitability of the relationship and makes recommendation to management about account disposition. Works on special projects as assigned. In this role, you will: Support the building and maintaining of effective relationships with existing clients through support of their functional area Assist in setting performance standards to enhance client satisfaction Evaluate profitability of relationships and make recommendations to management about account dispositions Articulate differences and similarities among unique industries, programs, and market segments Perform complex administrative, transactional, operational, and customer support tasks within the functional area Interact with senior peers and functional partners on a wide range of requests, including directly interacting with external clients and serving as a liaison between various functional areas and the client Participate in client-related or ad-hoc projects and teams 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 Support performance of less experienced staff, including providing subject matter expertise Interact with immediate team, functional area, and internal peers outside work group on a wide range of information
Responsibilities
- Support the building and maintaining of effective relationships with existing clients through support of their functional area
- Assist in setting performance standards to enhance client satisfaction
- Evaluate profitability of relationships and make recommendations to management about account dispositions
- Articulate differences and similarities among unique industries, programs, and market segments
- Perform complex administrative, transactional, operational, and customer support tasks within the functional area
- Interact with senior peers and functional partners on a wide range of requests, including directly interacting with external clients and serving as a liaison between various functional areas and the client
- Participate in client-related or ad-hoc projects and teams
- 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
- Support performance of less experienced staff, including providing subject matter expertise
- Interact with immediate team, functional area, and internal peers outside work group on a wide range of information
Requirements
- 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
Nice-to-haves
- Accepting and adhering to high ethical standards and personal values in decision making and when dealing with others
- 3 years prior sales experience and/or customer service
- Advanced problem solving and/or sophisticated sales techniques.
- Excellent verbal, written and interpersonal communication skills.
- Ability to overcome objections, manage multiple priorities, and operate in a fast paced environment.
- Experience with Equipment Finance and leasing.
- Responsible , reliable, dedicated and committed to fulfilling obligations and being a team player
- Ability to remain calm and thoughtful in challenging or frustrating circumstances, and having the ability to recognize intense situations when deals should be escalated to management.
- High degree of organization with ability to grasp strategic as well as tactical issues involved with client relationships.
- Ability to work with minimal supervision and able to establish relevant priorities with respect to administrative work associated with departmental activities
- Experience managing complaints and objections effectively and professionally
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