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Banking Consultant Jobs (NOW HIRING)

First National Bank

Banking Consultant

Bar Harbor, ME · On-site

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 ...

CM

Banking Consultant I

Glenwood, MN · On-site

$17.80/hr

POSITION SUMMARY Responsible for consulting with Magnifi Financial members in person, on the phone ... mobile banking and digital banking, credit and debit card activation, debit card inquiries ...

New

Accenture

Investment Banking Consultant

Manhattan, NY · On-site

Key responsibilities of the Investment Banking Management Consulting Consultant may include: * Assist and collaborate with senior leaders to execute large-scale, complex transformation programs at ...

Flagstar Bank

Small Business Banking Consultant Sr

$107K - $131K/yr

Position Title Small Business Banking Consultant Sr Location Nationwide, MI 48098 Job Summary A Senior Small Business Banking Consultant is responsible for meeting the needs of Small Business clients ...

Flagstar Bank

Small Business Banking Consultant Sr

$107K - $131K/yr

Position Title Small Business Banking Consultant Sr Location Nationwide, MI 48098 Job Summary A Senior Small Business Banking Consultant is responsible for meeting the needs of Small Business clients ...

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How much do banking consultant jobs pay per hour?

As of Jul 15, 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 pays more, consulting or banking?

Banking consultants typically earn higher starting salaries and bonuses compared to general consulting roles, especially in investment banking or corporate finance. However, consulting can offer broader industry exposure and may have higher earning potential with experience and specialization. Salary differences depend on the specific firm, location, and level of experience.

What is the highest paid job in banking?

The highest paid roles in banking are typically executive positions such as Chief Executive Officer (CEO), Chief Financial Officer (CFO), or Chief Investment Officer (CIO), which can earn multi-million dollar compensation packages including salary, bonuses, and stock options. Senior investment bankers and private equity professionals also tend to have high earning potential, especially with extensive experience and advanced certifications like the CFA. These roles often require strong leadership skills, industry expertise, and a deep understanding of financial markets.

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.

How much do bank consultants make per hour?

Bank consultants typically earn between $20 and $50 per hour, depending on experience, location, and the complexity of the consulting services provided. Salaries can vary based on certifications, client size, and whether they work independently or for a firm.

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.

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.

What does a banking consultant do?

A banking consultant advises clients on financial products, services, and strategies to meet their banking needs. They analyze clients' financial situations, recommend appropriate solutions, and often assist with account management, loan applications, and investment options, requiring strong communication and financial knowledge.

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 Banking Consultants?

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.
More about Banking Consultant jobs
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What are the most commonly searched types of Banking Consultant jobs? The most popular types of Banking Consultant jobs are:
What states have the most Banking Consultant jobs? States with the most job openings for Banking Consultant jobs include:
What job categories do people searching Banking Consultant jobs look for? The top searched job categories for Banking Consultant jobs are:
What are popular job titles related to Banking Consultant jobs? 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 July 2026, with employment types broken down into 100% Full Time. Highlights an 67% In-person, and 33% Remote job distribution, with an average salary of $162,500 per year, or $78.1 per hour.
Banking Consultant

Banking Consultant

First National Bank

Bar Harbor, ME

Other

Re-posted yesterday

First National Bank rating

7.9

Company rating: 7.9 out of 10

Based on 69 frontline employees who took The Breakroom Quiz

68th of 149 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, benefits and a bonus plan. Opportunities for personal growth and professional development. And yes, a real opportunity to make a difference in the place where you live. We are proud to be on the 2025 list of Best Places to Work in Maine.


Fulltime position (40 hours)

Schedule Monday-Friday & Rotating Saturdays


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.

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