Banking & Lending Specialist

Ameriprise • Charlotte, NC

11d

About The Position

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.

Requirements

• 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

Nice To Haves

• 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

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

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed