Banking & Lending Specialist

Ameriprise Financial Services, LLC

Banking & Lending Specialist providing client-facing banking services in partnership with Ameriprise Financial Advisors. Focus on client needs and product education to enhance banking and lending experience.

Posted 7/7/2026full-timeCharlotte • North Carolina • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in banking and lending products, providing high-quality client support while adhering to regulatory requirements. Strong ability to communicate effectively with clients and financial advisors, ensuring a seamless client experience.

Highest-signal resume keywords

Active Series 7 LicenseActive Series 63 or 66Client-Facing ExperienceBanking Product KnowledgePersonal Banking Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Bank Deposit ProductsLending ProductsAccount OpeningLoan OriginationMortgage ProcessingHome Equity LendingSecurities-Backed LendingClient OnboardingRegulatory ComplianceDocumentation Management

Soft Skills

Clear CommunicationOrganizational SkillsAttention to DetailProblem-SolvingClient Confidentiality

Certifications & Qualifications

Series 7 LicenseSeries 63 LicenseSeries 66 License

Industry Keywords

Financial ServicesWealth ManagementHigh-Net-Worth ClientsClient AcquisitionAdvisor Partnership

About the role

Key responsibilities & impact

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

What you’ll need

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

Benefits

Comp & perks

Equal opportunity employer
Commitment to fostering an inclusive recruitment process for individuals with disabilities