Account Manager

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Account Manager
  • Wells Fargo - London
Wells Fargo provides middle market, large corporate and financial institution customers with a range of international solutions, including treasury management, credit, payments, financing, foreign exchange, and trade services. Wells Fargo operates from 42 countries and territories outside of the U.S., including branches in Ireland, Beijing, Cayman Islands, Dubai International Financial Centre (DIFC), Hong Kong, London and Seoul.

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The primary role is to minimize losses whilst maximising Vendor utilisation & Dealer service through effective management of assigned Dealer Portfolio. The AM will work closely with Underwriting, Commercial, Portfolio Control, Field Audit and Operations to ensure the smooth delivery of Risk Controls & Customer Service in accordance with Commercial Distribution Finance’s (CDF) SOP’s & Procedures.

Responsibilities:

The AM will be responsible for the in life management of an assigned portfolio of accounts. This will primarily include the provision of customer service and risk management. To achieve this the AM will be responsible for:

  • Managing the day to day customer relationship to ensure smooth in life running of the account
  • Management of overlines within delegated credit authorities given
  • Various internal reporting requirements.
  • Support Commercial functions initiative to grow volume with the dealers
  • Manage credit line submission to Credit
  • Visit key dealers and manufacturers
  • Engage in cross functional project and report out to management team
  • Manage soft collections

Market Skills and Certifications

A strong background of Service Provision & treating the customer fairly.


BECOME AN OWNER-DRIVER, operate your own vehicle or fleet, increase your income and have a better lifestyle. Use our free guide and assistance to obtain your Operator's Licence (O-Licence) TransportForum.com/guide-olicence and set up in this business.
TRANSPORT MANAGER available for your Operator's Licence. HGV and PSV. Anywhere in the UK. FREE assistance with your O-licence (if you hire a TM). See our rates. Call 07833 684449 or contact us here.
  • Ability to work independently managing their own workload and operating as part of a wider team member with minimal supervision. 
  • Attention to detail, problem solving attitude and strong organizational skills.
  • Ability to communicate & work effectively with internal and external customers – a strong team player.
  • Proactive in identifying improvement & efficiency opportunities cross functionally.
  • Able to display a positive attitude and flexible approach to assigned tasks with a desire to learn new things. 
  • Strong Risk focus, ability to work under time pressure & working closely to metrics & deadlines
  • Proficient in Microsoft office products
  •  Ability to make decisions within the agreed boundaries with minimal supervision. 
Wells Fargo team members support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.  As a Wells Fargo team member, you are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Job type: Full-time

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