... and Sales Assistants. Support marketing, training or education efforts of FAs and SAs in collaboration with banking consultant team (e.g. general product, campaigns, initiatives, technology ...
... and Sales Assistants. Support marketing, training or education efforts of FAs and SAs in collaboration with banking consultant team (e.g. general product, campaigns, initiatives, technology ...
Relationship Banker Senior
$16.50 - $21.75/hr
... consultative conversations to understand financial priorities and recommend personalized banking ... Operational efficiency * Assist in conducting meetings to promote sales, product knowledge and ...
Relationship Banker Senior
$16.50 - $21.75/hr
... consultative conversations to understand financial priorities and recommend personalized banking ... Operational efficiency * Assist in conducting meetings to promote sales, product knowledge and ...
Relationship Banker Senior
$18 - $23.75/hr
... consultative conversations to understand financial priorities and recommend personalized banking ... Operational efficiency * Assist in conducting meetings to promote sales, product knowledge and ...
Relationship Banker Senior
$18 - $23.75/hr
... consultative conversations to understand financial priorities and recommend personalized banking ... Operational efficiency * Assist in conducting meetings to promote sales, product knowledge and ...
Relationship Banker
Houston, TX · On-site
$15.75 - $20.50/hr
... consultative conversations to understand financial priorities and recommend personalized banking ... Operational efficiency • Assist in conducting meetings to promote sales, product knowledge and ...
Relationship Banker
Houston, TX · On-site
$15.75 - $20.50/hr
... consultative conversations to understand financial priorities and recommend personalized banking ... Operational efficiency • Assist in conducting meetings to promote sales, product knowledge and ...
Relationship Banker
Hardy, VA · On-site
$18.25 - $23.75/hr
... consultative conversations to understand financial priorities and recommend personalized banking ... Operational efficiency • Assist in conducting meetings to promote sales, product knowledge and ...
Relationship Banker
Hardy, VA · On-site
$18.25 - $23.75/hr
... consultative conversations to understand financial priorities and recommend personalized banking ... Operational efficiency • Assist in conducting meetings to promote sales, product knowledge and ...
Relationship Banker
$16.75 - $22/hr
... consultative conversations to understand financial priorities and recommend personalized banking ... Operational efficiency • Assist in conducting meetings to promote sales, product knowledge and ...
Relationship Banker
$16.75 - $22/hr
... consultative conversations to understand financial priorities and recommend personalized banking ... Operational efficiency • Assist in conducting meetings to promote sales, product knowledge and ...
Relationship Banker Senior
$18 - $23.75/hr
... consultative conversations to understand financial priorities and recommend personalized banking ... Operational efficiency * Assist in conducting meetings to promote sales, product knowledge and ...
Relationship Banker Senior
$18 - $23.75/hr
... consultative conversations to understand financial priorities and recommend personalized banking ... Operational efficiency * Assist in conducting meetings to promote sales, product knowledge and ...
Relationship Banker
$15.75 - $20.50/hr
... consultative conversations to understand financial priorities and recommend personalized banking ... Operational efficiency • Assist in conducting meetings to promote sales, product knowledge and ...
Relationship Banker
$15.75 - $20.50/hr
... consultative conversations to understand financial priorities and recommend personalized banking ... Operational efficiency • Assist in conducting meetings to promote sales, product knowledge and ...
Relationship Banker
$15.75 - $20.50/hr
... consultative conversations to understand financial priorities and recommend personalized banking ... Operational efficiency • Assist in conducting meetings to promote sales, product knowledge and ...
Relationship Banker
$15.75 - $20.50/hr
... consultative conversations to understand financial priorities and recommend personalized banking ... Operational efficiency • Assist in conducting meetings to promote sales, product knowledge and ...
Senior Relationship Banker
Spring Hill, TN · On-site
$17.50 - $22.75/hr
... consultative conversations to understand financial priorities and recommend personalized banking ... Operational efficiency • Assist in conducting meetings to promote sales, product knowledge and ...
Senior Relationship Banker
Spring Hill, TN · On-site
$17.50 - $22.75/hr
... consultative conversations to understand financial priorities and recommend personalized banking ... Operational efficiency • Assist in conducting meetings to promote sales, product knowledge and ...
Relationship Banker
$16.75 - $22/hr
... consultative conversations to understand financial priorities and recommend personalized banking ... Operational efficiency • Assist in conducting meetings to promote sales, product knowledge and ...
Relationship Banker
$16.75 - $22/hr
... consultative conversations to understand financial priorities and recommend personalized banking ... Operational efficiency • Assist in conducting meetings to promote sales, product knowledge and ...
Relationship Banker
Charlotte, NC · On-site
$18 - $23.75/hr
... consultative conversations to understand financial priorities and recommend personalized banking ... Operational efficiency • Assist in conducting meetings to promote sales, product knowledge and ...
Relationship Banker
Charlotte, NC · On-site
$18 - $23.75/hr
... consultative conversations to understand financial priorities and recommend personalized banking ... Operational efficiency • Assist in conducting meetings to promote sales, product knowledge and ...
Relationship Banker Senior
$16.50 - $21.75/hr
... consultative conversations to understand financial priorities and recommend personalized banking ... Operational efficiency * Assist in conducting meetings to promote sales, product knowledge and ...
Relationship Banker Senior
$16.50 - $21.75/hr
... consultative conversations to understand financial priorities and recommend personalized banking ... Operational efficiency * Assist in conducting meetings to promote sales, product knowledge and ...
Senior Relationship Banker
Nashville, TN · On-site
$18 - $23.50/hr
... consultative conversations to understand financial priorities and recommend personalized banking ... Operational efficiency • Assist in conducting meetings to promote sales, product knowledge and ...
Senior Relationship Banker
Nashville, TN · On-site
$18 - $23.50/hr
... consultative conversations to understand financial priorities and recommend personalized banking ... Operational efficiency • Assist in conducting meetings to promote sales, product knowledge and ...
Relationship Banker Senior
Germantown, TN · On-site
$16.50 - $21.75/hr
... consultative conversations to understand financial priorities and recommend personalized banking ... Operational efficiency * Assist in conducting meetings to promote sales, product knowledge and ...
Relationship Banker Senior
Germantown, TN · On-site
$16.50 - $21.75/hr
... consultative conversations to understand financial priorities and recommend personalized banking ... Operational efficiency * Assist in conducting meetings to promote sales, product knowledge and ...
Relationship Banker
Durham, NC · On-site
$16.75 - $22/hr
... consultative conversations to understand financial priorities and recommend personalized banking ... Operational efficiency • Assist in conducting meetings to promote sales, product knowledge and ...
Relationship Banker
Durham, NC · On-site
$16.75 - $22/hr
... consultative conversations to understand financial priorities and recommend personalized banking ... Operational efficiency • Assist in conducting meetings to promote sales, product knowledge and ...
Universal Banker
$17.25 - $21.75/hr
Identify client needs through consultative conversations and recommend appropriate products and ... Operational efficiency * Assist banking center associates with all aspects of daily operations as ...
Universal Banker
$17.25 - $21.75/hr
Identify client needs through consultative conversations and recommend appropriate products and ... Operational efficiency * Assist banking center associates with all aspects of daily operations as ...
Relationship Banker
Houston, TX · On-site
$15.75 - $20.50/hr
... consultative conversations to understand financial priorities and recommend personalized banking ... Operational efficiency • Assist in conducting meetings to promote sales, product knowledge and ...
Relationship Banker
Houston, TX · On-site
$15.75 - $20.50/hr
... consultative conversations to understand financial priorities and recommend personalized banking ... Operational efficiency • Assist in conducting meetings to promote sales, product knowledge and ...
Universal Banker
$17.25 - $21.75/hr
Identify client needs through consultative conversations and recommend appropriate products and ... Operational efficiency * Assist banking center associates with all aspects of daily operations as ...
Universal Banker
$17.25 - $21.75/hr
Identify client needs through consultative conversations and recommend appropriate products and ... Operational efficiency * Assist banking center associates with all aspects of daily operations as ...
Universal Banker
$15 - $18.75/hr
Identify client needs through consultative conversations and recommend appropriate products and ... Operational efficiency * Assist banking center associates with all aspects of daily operations as ...
Universal Banker
$15 - $18.75/hr
Identify client needs through consultative conversations and recommend appropriate products and ... Operational efficiency * Assist banking center associates with all aspects of daily operations as ...
Assistant Banking Consultant information
See salary details
$10.34 - $17.31
5% of jobs
$17.31 - $24.28
6% of jobs
$28.14 is the 25th percentile. Wages below this are outliers.
$24.28 - $31.25
24% of jobs
The median wage is $35.17 / hr.
$31.25 - $38.22
25% of jobs
$38.22 - $45.19
14% of jobs
$45.39 is the 75th percentile. Wages above this are outliers.
$45.19 - $52.16
9% of jobs
$52.16 - $59.13
5% of jobs
$59.13 - $66.11
3% of jobs
$66.11 - $73.08
3% of jobs
$73.08 - $80.05
2% of jobs
$80.05 - $87.02
2% of jobs
$10
$41
$87
How much do assistant banking consultant jobs pay per hour?
What does a banking consultant do?
How much do bank consultants make per hour?
How much does a bank assistant earn?
What is the lowest position at a bank?
What is the difference between Assistant Banking Consultant vs Banking Advisor?
| Aspect | Assistant Banking Consultant | Banking Advisor |
|---|---|---|
| Credentials | Typically requires a bachelor's degree in finance, banking, or related field; certifications like FINRA or CFP are a plus | Similar credentials; often holds certifications like FINRA licenses or CFP |
| Work Environment | Bank branches, financial institutions, client offices | Bank branches, client meetings, financial planning sessions |
| Employer & Industry Usage | Financial institutions, banks, consulting firms | Banks, wealth management firms, financial advisory companies |
| Common Search & Comparison | Yes | Yes |
The main difference between an Assistant Banking Consultant and a Banking Advisor lies in their roles. An Assistant Banking Consultant typically supports senior consultants with client research and administrative tasks, while a Banking Advisor actively provides financial advice and planning to clients. Both roles require similar credentials and work in comparable environments, but the Advisor role involves more direct client interaction and decision-making responsibilities.
Full-time
Re-posted 7 days ago
Raymond James rating
7.6
Based on 69 frontline employees who took The Breakroom Quiz
109th of 148 rated financial services
Job description
Job Summary
Job Summary
Under limited direction and in partnership with Banking Consultants, responsible for Private Client Banking (PCB) sales and growth objectives and service performance from Home Office. Support in building PCB product awareness and understanding among Financial Advisors and Sales Assistants. Support marketing, training or education efforts of FAs and SAs in collaboration with banking consultant team (e.g. general product, campaigns, initiatives, technology enhancements, etc.) Works in partnership with all internal support groups to ensure consistent and high quality service.
Essential Duties and Responsibilities
Essential Duties and Responsibilities
· Partner with Internal and External Banking Consultants (IBC/BC) and Financial Advisor (FA) to support growth initiatives, training, and education regarding private client banking products.
· Act as back up to banking consultants and assist PCB partners in scheduling meetings or calls (e.g. face to face visits, load balancing).
· Proactively prepare and follow-up with FAs/SAs in relation to branch visits, webinar attendance, and service-related escalations. Create client proposals.
· Manage inbound call volume from FAs/SAs determining needs and introducing appropriate partners, departments to maintain high level of service
· Build relationships with internal partners in SBL, Mortgage, and Cash Solutions in support of growth objectives.
· Establish a reputation of execution and excellence through partner feedback
· Offer direct or indirect solutions for FA and/or Branch inquiries regarding private client banking products and services.
· Understand the competitive landscape and develop strategies to provide solutions to FAs and clients.
· Create and monitor tasks in Client Relationship Management (CRM).
· Work with and communicate effectively with banking consultants, FAs, and product partners
· Assist in developing tactical plans and completing special projects as needed.
· Develops and maintains strong relationships across all levels of the organization.
· Performs other duties and responsibilities as assigned.
What Raymond James employees say
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Benefits
Hours and flexibility
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