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 ATS Optimization Keywords Below are skills and terms extracted directly from this job posting to improve Applicant Tracking System (ATS) visibility. This unique feature helps candidates tailor their applications more effectively — a feature exclusive to JobTailor job listings. 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 #J-18808-Ljbffr Jobtailor