Banking & Lending Director

Company: ameriprise
Location: Charlotte
Posted on: November 1, 2025

Job Description:

The Banking and Lending Director, as a player-coach, will provide leadership and strategic direction over the development and day-to-day management of a team of Banking & Lending Officers who act as an in-depth Banking Solutions product experts, working directly with clients and partnering with Ameriprise Financial Advisors to consult on client-specific needs providing quality service, excellent product support and education, reinforcing the trusted Advisor/client relationship. Key Responsibilities: • Develop and execute strategies that increase client acquisition of banking and lending product solutions consistent with and in direct support of advisor financial advice and planning. Develop and manage a team of Banking & Lending Officers who will interact directly with clients in partnership with and in support of advisors • Drive awareness and broaden client relationships and engagements with an increasingly robust bank lending and deposit product set • Provide high-touch experience to high-net worth clients directly and working with advisors on complex or unique financial situations, promptly responding to inquiries, providing guidance and personalized banking solutions to support the Advisor/client strategy and objectives • Build and maintain close relationships with clients and business partners including Ameriprise Financial Advisor networks, High Net Worth Resource group, Banking and Cash Solutions Sales Consulting team, and Bank and Cash Solutions Product teams • Act as single-point-of-contact for experienced advisor recruits and onboarding team to transition banking and lending books of business to Ameriprise • Meet with clients, advisors and key partners, virtually and through other networking opportunities, groups, events, etc. to build relationships and educate on the benefits offered through Bank product acquisition Required Qualifications: • 10 years relevant experience • 5 years management/leadership experience in the financial services industry • Active Series 7 or ability to obtain within 120 days • National Mortgage Licensing System and Registry (NMLS) registration Preferred Qualifications: • 10 years experience in origination/business development within banking or financial services including a proven track record of performing successful lead management • Highly self-motivated, entrepreneurial, and passionate about growing a business in a team environment • Ability to maintain client confidentiality • Excellent communication skills and ability to consistently set expectations with client and Ameriprise Financial Advisor • Ability to problem solve with strong analytical skills and excellent attention to detail • Experience as a loan officer/originator (Mortgage, Home Equity, Securities-backed Lending) • Experience as a personal banker/customer serviced (Checking, Savings, CDs and related services) • Experience working with Wealth Management Clients We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Keywords: ameriprise, Charlotte , Banking & Lending Director, Accounting, Auditing , Charlotte, North Carolina