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Derek Helm Email & Phone Number
Client Service Specialist
at
Ameriprise Financial Services, LLC
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Client Service Specialist
Location
United States, United States, United States
Company size
Who is Derek Helm? Overview
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Quick answer
Derek Helm is listed as Client Service Specialist at Ameriprise Financial Services, LLC, a company with 2 employees, based in United States, United States, United States. AeroLeads shows a matched LinkedIn profile for Derek Helm.
Derek Helm previously worked as Universal Banker II- Float | NMLS #2519455 at Forward Bank and Universal Banker at Forward Bank. Derek Helm holds Finance from Minnesota State University, Mankato.
Company email context
Email format at Ameriprise Financial Services, LLC
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Ameriprise Financial Services, LLC
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Profile bio
About Derek Helm
I have a vast knowledge and expertise in personal and business banking. With over 5 years of experience, I can guide customers through any part of their personal banking journey. I am a dedicated problem solver who asks open ended questions to determine customer needs. I work at all of our branches in Wisconsin, and a branch in Lake City, Minnesota. In March of 2024 I became Treasurer/Board Member of a non-profit called HART Equine Therapy. Some of my responsibilities are manage Quickbooks, running deposits, and creating reports for monthly board meetings.
Current workplace
Derek Helm's current company
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Ameriprise Financial Services, Llc
6 roles
Derek Helm work experience
A career timeline built from the work history available for this profile.
Universal Banker Ii- Float | Nmls #2519455
Current- NMLS #2519455-Travel to any of our 15 full service locations in Wisconsin and Lake City, MN, and work with all customers. -Provide interim management for branches throughout Wisconsin. -Open all kinds of deposit accounts, and complete all kinds of personal loans, including Home Equity Lines of Credit. -Find out customers needs by asking open ended.
Aug 2023 - Present
Universal Banker
-Take care of customers by providing sound and efficient customer service and be a resource to any and all. -Managing and maintaining good relationships with a diverse market of customers. -Open any kinds of deposit accounts (business, personal, trust, estate, funeral ect.) -Negotiate rates for both loans and deposits to meet both customer and bank.
Sep 2022 - Aug 2023
Member Services Associate
Worked for MVFCU during my 2nd year at Minnesota State Mankato. Gained very valuable experience and relationships and improved my customer service skills. Answering the phones was a big part of my job as well as daily transactions and helping customers with their accounts.
Aug 2021 - May 2022
Customer Service Representative
Started as a Casual CSR while in high school in 2019. Worked my final year of high school, as well as in between semesters at Mankato. Mastered working the Frontline and gained trust from fellow employees and customers. My duties included daily transactions, cash handling, and money orders/cashiers checks. Maintaining Dyna cash machines and vault.
Aug 2019 - May 2022
Team Member
worked throughout high school as well as after 1st year of college at MSU
Nov 2017 - Jun 2021
Team & coworkers
Colleagues at Ameriprise Financial Services, LLC
Other employees you can reach at ameriprise.com. View company contacts for 2 employees →
TT
Thang Ta
Colleague at Ameriprise Financial Services, LlcFishers, Indiana, United States, United States
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KP
Kayloni Pearson
Colleague at Ameriprise Financial Services, LlcUnited States, United States
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KP
Kautilya Pachorie
Colleague at Ameriprise Financial Services, LlcAgra, Uttar Pradesh, India, India
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AC
Andrea Cwiklinski
Colleague at Ameriprise Financial Services, LlcDetroit Metropolitan Area, United States
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ED
Eric Davis
Colleague at Ameriprise Financial Services, LlcNew York, New York, United States, United States
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BE
Bill Emptage
Colleague at Ameriprise Financial Services, LlcMinneapolis, Minnesota, United States, United States
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HM
Harsh Maroo
Colleague at Ameriprise Financial Services, LlcGurugram, Haryana, India, India
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CU
Colby Unger
Colleague at Ameriprise Financial Services, LlcGreater Jefferson City Area, United States
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GL
Greg Lanctot
Colleague at Ameriprise Financial Services, LlcMinneapolis, Minnesota, United States, United States
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SM
Shekhar Manocha
Colleague at Ameriprise Financial Services, LlcSouth Delhi, Delhi, India, India
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Thang Ta
Colleague at Ameriprise Financial Services, LlcFishers, Indiana, United States, United States
View →
KP
Kayloni Pearson
Colleague at Ameriprise Financial Services, LlcUnited States, United States
View →
KP
Kautilya Pachorie
Colleague at Ameriprise Financial Services, LlcAgra, Uttar Pradesh, India, India
View →
AC
Andrea Cwiklinski
Colleague at Ameriprise Financial Services, LlcDetroit Metropolitan Area, United States
View →
ED
Eric Davis
Colleague at Ameriprise Financial Services, LlcNew York, New York, United States, United States
View →
BE
Bill Emptage
Colleague at Ameriprise Financial Services, LlcMinneapolis, Minnesota, United States, United States
View →
HM
Harsh Maroo
Colleague at Ameriprise Financial Services, LlcGurugram, Haryana, India, India
View →
CU
Colby Unger
Colleague at Ameriprise Financial Services, LlcGreater Jefferson City Area, United States
View →
GL
Greg Lanctot
Colleague at Ameriprise Financial Services, LlcMinneapolis, Minnesota, United States, United States
View →
SM
Shekhar Manocha
Colleague at Ameriprise Financial Services, LlcSouth Delhi, Delhi, India, India
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2 education records
Derek Helm education
High School Diploma
FAQ
Frequently asked questions about Derek Helm
Quick answers generated from the profile data available on this page.
What company does Derek Helm work for?
Derek Helm works for Ameriprise Financial Services, LLC.
What is Derek Helm's role at Ameriprise Financial Services, LLC?
Derek Helm is listed as Client Service Specialist at Ameriprise Financial Services, LLC.
Where is Derek Helm based?
Derek Helm is based in United States, United States, United States while working with Ameriprise Financial Services, LLC.
What companies has Derek Helm worked for?
Derek Helm has worked for Ameriprise Financial Services, Llc, Forward Bank, Minnesota Valley Federal Credit Union, and Culver'S Restaurants.
Who are Derek Helm's colleagues at Ameriprise Financial Services, LLC?
Derek Helm's colleagues at Ameriprise Financial Services, LLC include Thang Ta, Kayloni Pearson, Kautilya Pachorie, Andrea Cwiklinski, and Eric Davis.
How can I contact Derek Helm?
You can use AeroLeads to view verified contact signals for Derek Helm at Ameriprise Financial Services, LLC, including work email, phone, and LinkedIn data when available.
What schools did Derek Helm attend?
Derek Helm holds Finance from Minnesota State University, Mankato.
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