Banking & Lending Specialist

The client-facing Banking & Lending product specialist collaborates with Ameriprise Financial Advisors to address clients' banking and lending needs. This role delivers a high-touch, concierge experience by educating clients on bank deposit and lending solutions, supporting account openings and servicing, and strengthening the trusted advisor relationship. Reporting to the Banking & Lending Director, the focus is on execution, client engagement, and product education with a growth orientation.

Key Responsibilities

• Collaborate directly with clients, in partnership with Ameriprise Financial Advisors, to support banking and lending needs aligned with advisor financial planning strategies.
• Provide 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 the ability to obtain within 90 days.
• Active Series 63, or 66, or the 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 are 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 about 22,000 professionals 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 client focus and solid financial foundation connect Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. 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 per year. We operate a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographic work location. In addition, most roles are eligible for variable pay in the form of bonuses, commissions, and/or long-term incentives depending on the role. We also offer 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.

Location

Hybrid remote in Minneapolis, MN