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Banking Consultant Jobs (NOW HIRING)

First National Bank

Banking Consultant

Bar Harbor, ME · On-site

$20/hr

Description Whether you're passionate about finance, technology or helping others - a career at First National Bank offers a world of opportunity to grow and succeed. Work collaboratively with a team ...

First National Bank

Banking Consultant

Bar Harbor, ME · On-site

$20/hr

Description Whether you're passionate about finance, technology or helping others - a career at First National Bank offers a world of opportunity to grow and succeed. Work collaboratively with a team ...

Accenture

Payments Banking Consultant

Albany, NY

Retail Bank Payments * Commercial Cash Management, B2B, Corporate, and Transaction Banking and Payments As a Payments Consultant, you'll be dedicated to helping clients by designing and delivering ...

Accenture

Payments Banking Consultant

Chicago, IL

Retail Bank Payments * Commercial Cash Management, B2B, Corporate, and Transaction Banking and Payments As a Payments Consultant, you'll be dedicated to helping clients by designing and delivering ...

Accenture

Payments Banking Consultant

Columbus, OH

Retail Bank Payments * Commercial Cash Management, B2B, Corporate, and Transaction Banking and Payments As a Payments Consultant, you'll be dedicated to helping clients by designing and delivering ...

Accenture

Payments Banking Consultant

Irving, TX · On-site

$90 - $170/hr

Retail Bank Payments * Commercial Cash Management, B2B, Corporate, and Transaction Banking and Payments As a Payments Consultant, you'll be dedicated to helping clients by designing and delivering ...

Accenture

Payments Banking Consultant

Morristown, TN

Retail Bank Payments * Commercial Cash Management, B2B, Corporate, and Transaction Banking and Payments As a Payments Consultant, you'll be dedicated to helping clients by designing and delivering ...

Accenture

Payments Banking Consultant

Boston, MA · On-site

Retail Bank Payments * Commercial Cash Management, B2B, Corporate, and Transaction Banking and Payments As a Payments Consultant, you'll be dedicated to helping clients by designing and delivering ...

Accenture

Retail Bank Payments * Commercial Cash Management, B2B, Corporate, and Transaction Banking and Payments As a Payments Consultant, you'll be dedicated to helping clients by designing and delivering ...

Accenture

Payments Banking Consultant

Tampa, FL

Retail Bank Payments * Commercial Cash Management, B2B, Corporate, and Transaction Banking and Payments As a Payments Consultant, you'll be dedicated to helping clients by designing and delivering ...

Accenture

Payments Banking Consultant

Austin, TX

Retail Bank Payments * Commercial Cash Management, B2B, Corporate, and Transaction Banking and Payments As a Payments Consultant, you'll be dedicated to helping clients by designing and delivering ...

Accenture

Payments Banking Consultant

Seattle, WA

Retail Bank Payments * Commercial Cash Management, B2B, Corporate, and Transaction Banking and Payments As a Payments Consultant, you'll be dedicated to helping clients by designing and delivering ...

Accenture

Payments Banking Consultant

Dallas, TX

Retail Bank Payments * Commercial Cash Management, B2B, Corporate, and Transaction Banking and Payments As a Payments Consultant, you'll be dedicated to helping clients by designing and delivering ...

Accenture

Payments Banking Consultant

Kirkland, WA

Retail Bank Payments * Commercial Cash Management, B2B, Corporate, and Transaction Banking and Payments As a Payments Consultant, you'll be dedicated to helping clients by designing and delivering ...

Accenture

Payments Banking Consultant

Cleveland, OH

Retail Bank Payments * Commercial Cash Management, B2B, Corporate, and Transaction Banking and Payments As a Payments Consultant, you'll be dedicated to helping clients by designing and delivering ...

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Banking Consultant information

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How much do banking consultant jobs pay per hour?

As of Aug 31, 2026, the average hourly pay for banking consultant in the United States is $78.12, according to ZipRecruiter salary data. Most workers in this role earn between $74.04 and $82.45 per hour, depending on experience, location, and employer.

What is a banking consultant?

Banking Consultants are financial professionals who advise individuals or businesses on banking products and services, such as loans, accounts, and investment options. They assess clients' financial needs, recommend suitable solutions, and help with account management or financial planning. Banking Consultants may work in branches, corporate offices, or remotely to provide personalized support and ensure customer satisfaction. Their goal is to help clients make informed financial decisions and manage their money effectively.

What does a banking consultant do?

A banking consultant greets bank customers and gives advice regarding accounts and bank services. You advise customers on their savings account or the viability of an investment account. Your duties include answering customer questions about the bank’s financial services. Other responsibilities include maintaining a thorough knowledge of all services available at the bank, including lending options. You inform customers about how they can apply for specific bank services. You analyze a customer’s needs and make recommendations to customers based on their financial situation. You also prepare loan and credit applications for customers and help get them to the correct department.

How does a banking consultant typically collaborate with other departments to address client needs?

Banking Consultants work closely with various departments such as credit, risk, compliance, and operations to provide comprehensive solutions for clients. For example, when a client requires a loan, the consultant coordinates with the credit team to assess eligibility and structure the deal. They also liaise with compliance to ensure all transactions meet regulatory standards. This cross-functional collaboration ensures clients receive tailored services, and it offers consultants valuable exposure to different banking functions.

What are the key skills and qualifications needed to thrive as a banking consultant, and why are they important?

To thrive as a Banking Consultant, you need a solid understanding of financial products, banking regulations, and customer service, usually supported by a degree in finance, business, or a related field. Familiarity with core banking software, CRM systems, and certifications like Certified Financial Planner (CFP) can be valuable. Excellent interpersonal skills, problem-solving abilities, and effective communication help build trust with clients and resolve their financial needs. These skills are crucial for delivering tailored financial advice, ensuring regulatory compliance, and maintaining strong client relationships in a competitive banking environment.

What is the difference between Banking Consultant vs Loan Officer?

AspectBanking ConsultantLoan Officer
CredentialsTypically requires a bachelor's degree in finance, economics, or related field; certifications like CFP or CFA are commonRequires a bachelor's degree; licenses such as NMLS are often necessary
Work EnvironmentAdvises clients on banking products, financial planning, and investment options, often in banks or consulting firmsWorks directly with clients to evaluate and approve loan applications, mainly in banks or lending institutions
Employer & Industry UsageUsed by banks, financial advisory firms, and consulting companiesPrimarily employed by banks, credit unions, and mortgage companies

While both roles involve working within the banking industry, a Banking Consultant focuses on advising clients on a range of financial products and strategies, whereas a Loan Officer specializes in evaluating and processing loan applications. Understanding these differences helps job seekers target the right roles based on their skills and career goals.

More about Banking Consultant jobs

What cities are hiring for Banking Consultant jobs?

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What states have the most Banking Consultant jobs?

States with the most job openings for Banking Consultant jobs include:

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For Banking Consultant jobs, the most frequently searched job titles are:

Banking Consultant jobs near you
Infographic showing various Banking Consultant job openings in the United States as of August 2026, with employment types broken down into 90% Full Time, 6% Part Time, and 4% Contract. Highlights an 85% Physical, 4% Hybrid, and 11% Remote job distribution, with an average salary of $162,500 per year, or $78.1 per hour.

Banking Consultant

First National Bank

Bar Harbor, ME • On-site

$20/hr

Full-time

Retirement

Re-posted 17 days ago

First National Bank rating

7.9

Company rating: 7.9 out of 10

Based on 70 frontline employees who took The Breakroom Quiz

78th of 173 rated banks

Job description

Description

 Whether you're passionate about finance, technology or helping others - a career at First National Bank offers a world of opportunity to grow and succeed. Work collaboratively with a team while having fun and providing product and technical support knowledge to customers. In return, we have a lot to offer. This fulltime position offers competitive pay, time off, 401(k) with match, insurance benefits and a bonus plan. Opportunities for personal growth and professional development, tuition support, paid volunteer hours and more. And yes, a real opportunity to make a difference in the place where you live. We are proud to be on the 2025 & 2026 list of Best Places to Work in Maine.


Fulltime position

Schedule Monday-Friday & Rotating Saturdays

Pay Range: The pay range for this role is $20 per hour, reflecting a good-faith estimate as of the posting date and accounting for the position's responsibilities, level, and location. Actual starting pay will be set at the Bank's discretion and will take into account the candidate's experience, education, skills, certifications, and other relevant factors.


Qualifications:

  • Cash handling experience
  • Direct customer service experience
  • High School degree or GED
  • Sales and computer experience desirable

Function: Provide customers with high quality service by selling bank products and services and/or making appropriate referrals to other bank personnel. Work in a team environment demonstrating enthusiasm, a positive outlook, and a professional manner while maintaining confidentiality. Focused on meeting branch goals.


Duties:

  • Accurately process customer banking transactions in teller system following bank policies for identification of customers, review of activity and appropriateness of transaction. Place deposit holds as needed.
  • Determine customer needs to effectively sell bank products and services and make appropriate referrals. Meet branch goals for deposit growth, personal and business accounts, and Individual Retirement Accounts (IRAs). Meet enrollment goals for ancillary products.
  • Exhibit and apply a thorough understanding of account title structures and their resulting impact on account ownership, access to funds, and FDIC insurance coverage.
  • Maintain a basic understanding of loan, investment, and merchant products and refer customers to appropriate Bank personnel to help branch meet referral goals.
  • Provide loan and deposit information regarding the structure and design of bank products including features/benefits, rates, terms, interest calculations, payment applications, balance, and statement information.
  • Investigate and correct errors reported by customers; work with management to report unusual account activity.
  • Open Deposit Accounts.
  • Maintain branch's safe deposit box system including new rentals, access to rented boxes, payments, and maintenance.
  • Accept requests to wire funds.
  • Create necessary forms or submit instructions for account maintenance such as stop payments, holds, AFTs and debit cards.
  • Demonstrate an understanding of the impact of federal regulations, including the Bank Secrecy Act (BSA) on daily activities and stay abreast of changes through completion of training classes.
  • Exhibits an understanding of common scam and fraud situations and knows how to report internally.
  • Has a full understanding to deposit compliance regulations including Regulation CC - deposit holds.

First National Bank is an equal opportunity employer. All qualified applicants will be considered for employment without regard to race/ethnicity, gender, qualified protected veteran, disability status or any other characteristic protected by applicable law. External and internal applications, as well as position incumbents who become disabled, must be able to perform the essential functions (as listed) either unaided or with the assistance of a reasonable accommodation to be determined by management on an individual basis. 

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