The Banking & Lending Specialist serves as a client‑facing banking and lending product expert, working directly with clients and in close partnership with Ameriprise Financial Advisors to support client‑specific banking and lending needs. This role delivers a high‑touch, white‑glove client experience by educating clients on bank deposit and lending solutions, supporting account opening and servicing activities, and reinforcing the trusted Advisor/client relationship.
The Specialist operates under the strategic direction of the Banking & Lending Director and focuses on execution, client engagement, and product education with a focus on growth.
Key Responsibilities
Work directly with clients, in partnership with Ameriprise Financial Advisors, to support banking and lending needs aligned with advisor financial planning strategies
Deliver high‑quality, white‑glove service through timely responses, clear communication, and personalized client support
Educate clients on bank deposit and lending products, including features, benefits, eligibility requirements, and account structures
Reinforce the trusted Advisor/client relationship by ensuring consistent, compliant, and professional client interactions
Support client acquisition and onboarding of banking and lending products including checking, savings, CDs, mortgage, home equity, and securities‑backed lending (as applicable)
Assist with account opening, documentation, and servicing processes in accordance with bank policy and regulatory requirements
Required Qualifications
3–5 years of relevant experience in banking, lending, or financial services
Active Series 7 license or ability to obtain within 90 days
Active Series 63, or 66 or ability to obtain within 90 days
Preferred Qualifications
Client‑facing /advisor experience supporting deposit and/or lending products
Strong understanding of banking products and client service expectations
Ability to communicate clearly and professionally with clients and financial advisors
Ability to maintain client confidentiality and adhere to regulatory requirements
Experience in personal banking, lending, or loan origination (Mortgage, Home Equity, Securities‑Backed Lending)
Experience supporting high‑net‑worth or wealth management clients
Prior experience working in partnership with financial advisors or relationship managers
Experience as a personal banker/customer serviced (Checking, Savings, CDs and related services)
Strong organizational skills with attention to detail and follow‑through
Ability to problem‑solve and manage multiple client requests simultaneously
About Our Company
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
The estimated base salary for this role is $93,400 - $128,400 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
Full time
Exempt
Marketing/Product Management
BANK Bank
