Client-Facing Banking & Lending Specialist

• 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

Requirements

• 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
• 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

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Hard Skills

• Bank Deposit Products
• Lending Products
• Account Opening
• Loan Origination
• Mortgage Processing
• Home Equity Lending
• Securities-Backed Lending
• Client Onboarding
• Regulatory Compliance
• Documentation Management

Soft Skills

• Clear Communication
• Organizational Skills
• Attention to Detail
• Problem-Solving
• Client Confidentiality

Certifications & Qualifications

• Series 7 License
• Series 63 License
• Series 66 License