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Banking Consultant Jobs (NOW HIRING)

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 ...

Fnbcorp

Mortgage Banking Consultant

State College, PA · On-site

Mortgage Banking Consultant Business Unit: Mortgage Administration Reports to: Varies based on assignment Position Overview: This position is primarily responsible for originating residential ...

SOFTHQ INC

Consultant Banking & ALL

Johnston, RI · On-site

Consultant | Banking | Banking - ALL Location: Johnston, RI Duration: 12+ months Minimum years of experience : 8-10 years Job Details: * Must Have Skills * Calypso * SQL * Capital Markets Detailed

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How much do banking consultant jobs pay per hour?

As of Aug 11, 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 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 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.

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 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.
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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 1% As Needed, 87% Full Time, 9% Part Time, and 3% Contract. Highlights an 91% Physical, 4% Hybrid, and 5% Remote job distribution, with an average salary of $162,500 per year, or $78.1 per hour.

Small Business Banking Consultant Sr

Flagstar Bank

Remote

$107K - $131K/yr

Full-time

Medical, Dental, Vision, Life

Re-posted 16 days ago

Job description

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 that are domiciled in the Consumer Bank. This involves both a reactive and proactive team approach, working directly with clients, branch bankers, underwriters, and product specialists through telephone contact. Primary responsibility is to manage and grow Small Business client relationships, including sole proprietors, non-profits, and employer firms. Acts as an expert advisor to the Small Business owner on financial management covering a full range of financial products and services including deposits, loans, credit cards, merchant services, payroll, ACH/Wires, treasury services, insurance, and investments. Performance goals include growth of and retention of client relationships and service excellence.
Small Business Banking deals are typically $10K - $2.5MM in loan exposure for internally generated referrals; however, based on the consultant's skill level can range up to $5MM or more in exposure for externally generated referrals from COIs, etc.
Job Responsibilities:
JOB RESPONSIBILITIES
  • Meets with clients via telephone to assess client needs, review their financial management practices and solutions, conduct a cash cycle conversation, and make recommendations for products and services where needed. Performs application and fulfillment process directly on some solutions. Makes referrals to product and fulfillment experts as required.
  • Manage/solve complex servicing issues for clients, by maintaining a strong understanding of resources within Flagstar.
  • Proactively contacts targeted clients, sharing with them the impact Flagstar can have on their Small Business and setting up appointments for deeper conversations and a complete financial review.
  • Facilitates credit requests within Consumer Bank thresholds and refer larger credit opportunities to the Commercial Bank.
  • Facilitates referrals to Treasury Management Team.
  • Meets individual performance goals of revenue/profit growth matrix on a quarterly basis.

ADDITIONAL ACCOUNTABILITIES
  • Performs special projects, and additional duties and responsibilities as required.

  • Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.

JOB REQUIREMENTS
Required Qualifications:
  • Education level required: Undergraduate Degree (4 years or equivalent) Equivalent experience may substitute.
  • Minimum experience required: 7+ Years of sales/client relationship management experience in banking/financial products, including significant experience with small business clients.

Preferred Qualifications:
  • Education level preferred: Undergraduate Degree (4 years or equivalent) in business related major.
  • 7 years or more experience as a Small Business Banker, Business Banking Relationship Manager, or Branch Leader/Manager
  • 7 years or more phone-based sales experience of banking/financial products or solutions.
  • Formal credit training.
  • Small business banking sales training.
  • Experience working with less experienced team members to mentor and develop them, sharing expertise and insights.

Job Competencies:
  • Excellent knowledge of how a business operates and the full set of financial solutions needed by a small business. In-depth knowledge of financial services sales process and cycle.
  • Excellent knowledge of small business deposit and lending products.
  • Demonstrated ability to conduct business at the highest level of complexity via telephone, including proactive client contact, building rapport, understanding client needs, conducting in-depth financial reviews, and effectively communicating solutions that meet client needs.
  • Demonstrated credit acumen skills with the ability to understand as well as interpret financial statements and cash flow analysis.
  • Demonstrated prospecting, relationship management, and sales skills.
  • Excellent interpersonal, verbal and written communication skills.
  • Strong negotiation and influencing skills.
  • Excellent customer service and community relations skills.
  • Strong knowledge of banking regulations, compliance, and requirements (e.g., Reg B, ECOA, HMDA, FIRREA, CRA, etc.).
  • Mentors and trains less experienced Small Business Banking Consultants.
  • 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
$78,401.25 - $124,432.00
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance, the City of Los Angeles Fair Chance Initiative for Hiring Ordinance, and the San Francisco Fair Chance Ordinance, as appliable.

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