About this role
Banking & Lending Specialist at Ameriprise. Location: Charlotte, North Carolina, United States. Role: supporting clients, educating clients, opening accounts Requirements: 3+ years banking/lending/financial services experience; Series 7 (or obtain within 90 days) and Series 63 or 66; client-facing skills, product knowledge of deposit and lending solutions, strong communication and regulatory compliance awareness. Category: Sales Seniority: Mid Level Certifications: series 7, series 63, series 66 Commitment: Full Time Workplace: Hybrid Languages: English