Banking & Lending Specialist jobs in United States
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Ameriprise Financial Services, LLC · 17 hours ago

Banking & Lending Specialist

positionCharlotte, NC
timeFull-time
remoteHybrid
seniorityMid Level
money$93K/yr - $128K/yr
date3+ years exp

Ameriprise Financial Services, LLC is a diversified financial services leader managing over $1.5 trillion in assets. The Banking & Lending Specialist serves as a client-facing expert in banking and lending solutions, providing personalized support and education to clients while collaborating with financial advisors to meet client needs.

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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

Qualification

Series 7 licenseSeries 63Banking product knowledgeClient-facing experiencePersonal banking experienceOrganizational skillsProblem-solving abilityClear communicationAttention to detail

Required

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

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

Benefits

Vacation time
Sick time
401(k)
Health, dental and life insurances

Company

Ameriprise Financial Services, LLC

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At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years.
dateFounded in 1990
location
Vancouver, Washington, USA
people-size5001-10000 employees
web-link
https://www.kpsinc.net

Funding

Current Stage
Late Stage

Leadership Team

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Angela Grabovsky, CFP®, CRPC®, MBA, APMA®
Private Wealth Advisor, Chief Executive Officer
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Anthony C. Barone
Chief Executive Officer,Financial Advisor- The Barone Financial Consulting Group
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Recent News

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Dow, S&P 500 post record closing highs; Nasdaq eases with tech
2025-10-03
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Experienced, Female-Led Team With More Than $300 Million in Assets Joins Ameriprise Financial for Greater Flexibility, Independence, and Support
2025-10-02
thefly.com
Ameriprise price target raised by $18 at BofA, here's why
2025-10-02
Company data provided by crunchbase