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 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of 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.

Base Pay Salary

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, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Marketing/Product Management

Line of Business  

BANK Bank