Senior Credit Product Portfolio Representative, Wells Fargo

Wells Fargo

Location:
United States, Moberly ▼
Des Moines

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Senior Credit Product Portfolio Representative as part of Wells Fargo Commercial Capital. This position involves supporting the building and maintaining of effective relationships with existing clients, making outbound and taking inbound calls to sell products/services, evaluating relationship profitability, and serving as a liaison between various departments and clients.

Job Responsibility:

Support the building and maintaining of effective relationships with existing clients
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
Interact with senior peers and functional partners on a wide range of requests
Serve 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
Support performance of less experienced staff, including providing subject matter expertise
Make outbound calls and take inbound calls with the objective of extending contact to sell new or additional products and/or services
Analyze profitability of the relationship and make recommendation to management about account disposition

Requirements:

4+ years of secured or specialized lending relationship management or portfolio management experience, or equivalent demonstrated through work experience, training, military experience, education
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
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

Nice to have:

Experience with Equipment Finance and leasing
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
Responsible, reliable, dedicated and committed to fulfilling obligations and being a team player
Ability to remain calm and thoughtful in challenging or frustrating circumstances
High degree of organization with ability to grasp strategic as well as tactical issues involved with client relationships
Ability to work with minimal supervision
Experience managing complaints and objections effectively and professionally

What we offer:

Hybrid work schedule
Relocation assistance is not available for this position

Additional Information:

Job Posted:
September 29, 2025

Expiration:
October 04, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Senior Credit Product Portfolio Representative