Banking & Lending Specialist

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.

Job Description

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+ 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

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

Full timeExemptMarketing/Product ManagementBANK Bank

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.