The Banking Consultant role manages a designated geographic territory to promote sales for Ameriprise Banking & Cash Solutions (BCS) through proactive outreach with geographically aligned advisors and field leaders with a secondary purpose of providing guidance via inbound calls. Represent the BCS team at internal meetings and in the field as needed.

Key Responsibilities

• Leverage product expertise to educate field leaders and advisors on the comprehensive Banking and Cash Solution set. Provide end to end consultation from product benefits to application process and/or client experience. Training delivered via multiple channels including teleconference, video conference and in-person presentations at conferences, events and other sites visits that may require minimal travel.
• Achieve sales activity expectations by building strong rapport with advisors resulting in increased advisor sales in Securities-Based and Home Lending solutions, Deposit accounts, Personal Trust Services, and other products/services as directed. 
• Engage with advisors through proactive outreach with geographically aligned territories, corresponding with advisors and staff on assigned campaign tasks.
• Develop territory sales plan to include targeted contacts, segmentation of advisors, sales activity model week, and peer-to-peer champion coaching program.
• Support sales team manager and other department management on various projects/assignments. 

Required Qualifications

• Bachelor's degree or equivalent experience.
• 5 years of direct sales experience and experience in the financial, banking or mortgage industry.
• Active Series 7 or ability to obtain within 120 days.
• Active State securities agent registration (S63 or S66) or ability to obtain within 120 days.
• Solid understanding of financial planning process & experience working with financial advisors.
• Excellent communication & presentation skills.
• Proven ability to quickly build & establish credibility & relationships.
• Strong ability to ask critical questions, anticipate needs, present creative solutions, take ownership and operate independently.
• Extensive experience/knowledge in financial services industry preferably in lending and deposit products.

Preferred Qualifications

• Active Series 7 and state securities registration.
• Knowledge of Ameriprise Financial.
• Knowledge of banking products, including lending and deposit products.

About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 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.

Full timeExemptSalesFPPS Wealth Management Solutions