Overview
The Banking and Lending Specialist acts as a client facing expert in banking and lending products, partnering directly with clients and collaborating closely with Ameriprise Financial Advisors to address banking and lending needs aligned with the advisor's financial planning strategies. 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 and Lending Director with a focus on execution, client engagement, and product education to drive growth. Location: Hybrid remote in Minneapolis, MN.
Key Responsibilities
- Collaborate 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 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 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 client focus and strong 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 worldwide.
Compensation and Benefits
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. 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 bonus, commissions, and/or long-term incentives depending on the role. We offer a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including vacation time, sick time, 401(k), and health, dental and life insurances.
Equal Opportunity and Accommodation
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.
Employment Details
Full-Time
Exempt
Job Family Group: Marketing/Product Management
Line of Business: BANK Bank