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Banking Consultant Jobs in Indiana (NOW HIRING)

Old National Bank

Banking Center Manager

Columbus, IN

$121K/yr

The Banking Center Manager builds and develops talent, creating an environment where team members are engaged, accountable, and equipped to meet client needs through a consultative, relationship ...

Old National Bank

Banking Center Manager

Columbus, IN · On-site

$121K/yr

The Banking Center Manager builds and develops talent, creating an environment where team members are engaged, accountable, and equipped to meet client needs through a consultative, relationship ...

Old National Bank

Banking Center Manager

Terre Haute, IN · On-site

$121K/yr

The Banking Center Manager builds and develops talent, creating an environment where team members are engaged, accountable, and equipped to meet client needs through a consultative, relationship ...

Bank of Montreal

Associate Banker

Indianapolis, IN · On-site

Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. * Basic knowledge of specialized sales and business banking solutions to ...

Bank of Montreal

Associate Banker

Kokomo, IN · On-site

Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. * Basic knowledge of specialized sales and business banking solutions to ...

Bank of Montreal

Associate Banker

East Chicago, IN · On-site

Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. * Basic knowledge of specialized sales and business banking solutions to ...

Old National Bank

Banking Center Manager

Fort Wayne, IN · On-site

$60K - $121K/yr

Build banking center team focused on a consultative sales approach, uncovering needs of clients, and providing education and advice regarding the products and services available to meet the clients ...

BMO Financial

Associate Banker

Indianapolis, IN · On-site

Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. * Basic knowledge of specialized sales and business banking solutions to ...

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Banking Consultant information

See Indiana salary details

$64

$74

$81

How much do banking consultant jobs pay per hour?

As of Aug 31, 2026, the average hourly pay for banking consultant in Indiana is $74.34, according to ZipRecruiter salary data. Most workers in this role earn between $70.43 and $78.46 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

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

What job categories do people searching Banking Consultant jobs in Indiana look for?

The top searched job categories for Banking Consultant jobs in Indiana are:

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

Banking Consultant jobs near you
Infographic showing various Banking Consultant job openings in Indiana as of August 2026, with employment types broken down into 91% Full Time, 7% Part Time, and 2% Contract. Highlights an 69% Physical, 4% Hybrid, and 27% Remote job distribution, with an average salary of $154,629 per year, or $74.3 per hour.

Branch Banking - Client Consultant II

Lagrange, IN • On-site

Flagstar Bank
Commercial Banking • 5 - 10K employees

8.1

Company rating: 8.1 out of 10

Based on 52 frontline employees who took The Breakroom Quiz

65th of 173 rated banks

People enjoy working here

Good employer

Recommended by parents

Learn more about Flagstar Bankexternal

Full-time

Medical, Dental, Vision, Life

Posted 24 days ago

Job description

Position Title

Branch Banking - Client Consultant II

Location

Lagrange, IN 46761

Job Summary

Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.

Job Responsibilities:

  • Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Activelyseekand deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful salesinitiative.

  • Client Experience: Provide positive client experience byassistingwith account questions,problemsand/or complaints and through research and communication resolve ina timelyand effective manner. Delivers client engagement and Education.Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met.

  • RiskManagement: Execute all sales, service, and banking transactions accurately and compliantly. Strives for no controllable losses.

ADDITIONALACCOUNTABILITIES

  • Performsmore moderately complexspecial projects, andadditionalduties and responsibilities asrequired.

  • Consistently adheresto regulatory and compliance policies and standards linked to the job as listedand complete required compliance trainings.Accountable tomaintaincompliance with applicable federal,stateand local laws and regulations.

JOB REQUIREMENTS

Required Qualifications:

  • Education levelrequired:High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent.

  • Minimum experiencerequired:4 - 5 yearscustomer service and sales experience.

  • Ability to train and mentor others, including products and platform procedures.

Preferred Qualifications:

  • Experience infinancialservices industry preferred.

  • Experience with using anddemonstratingdigital products and self-service technologies

Job Competencies:

  • Action-oriented - Enjoys working hard, is action oriented and full of energy for the things he/she sees as challenging. Not fearful of acting with minimum of planning. Seizes more opportunities than others by aggressively and enthusiastically pursuing action to achieve results. Possesses a sense of urgency.

  • Business Acumen - Knows products and understands our sales process. Is aware of how strategies and tactics work in the marketplace and what motivates a customer. Has courage and aspiration to do things differently in the marketplace.

  • Approachability - Is easy to approach and talk to. Spends the extra effort to put others at ease. Can be warm, pleasant, and gracious. Is sensitive to and patient with the interpersonal anxieties of others. Builds rapport well.

  • Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Is a good listener and early knower, gathering informal and incomplete information in time to do something about it.

  • Priority Management - Spends his/her time and the time of others on what's important. Can quickly sense what will help or hinder accomplishing a goal. Eliminates roadblocks and creates focus. Uses his/her time effectively and efficiently and values time. Gets more done in less time than others and can attend to a broader range of activities.

  • Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results.

  • Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience.

  • Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders.

  • Physical demands (ADA): No unusual physical exertion is involved.

Flagstar is an Equal Opportunity Employer


We are committed to providing clear and accurate compensation information in accordance with applicable laws. Actual starting base pay will be determined based on location, experience, and other non-discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment. Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information:Benefits | Flagstar Bank

Pay Range

$17.12 - $26.97

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