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Manager 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 ... Primary responsibility is to manage and grow Small Business client relationships, including sole ...

Flagstar Bank

Small Business Banking Consultant Sr

$107K - $131K/yr

Position Title Small Business Banking Consultant Sr Location Nationwide, MI 48098 Job Summary A ... Primary responsibility is to manage and grow Small Business client relationships, including sole ...

Fnbcorp

Mortgage Banking Consultant

State College, PA · On-site

Mortgage Banking Consultant Business Unit: Mortgage Administration Reports to: Varies based on ... Effectively manages loan pipeline to meet key milestones such as delivering initial documentation ...

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Manager Banking Consultant information

What are Manager Banking Consultants?

Manager Banking Consultants are financial professionals who oversee teams of banking consultants and provide expert advice to clients on financial products and services. They are responsible for managing client relationships, ensuring high service standards, achieving sales targets, and guiding their teams to deliver optimal financial solutions. Their role often involves analyzing clients' financial needs, recommending suitable products, and ensuring compliance with banking regulations. Additionally, they collaborate with other departments to improve processes and drive overall business growth.

What is the difference between Manager Banking Consultant vs Banking Advisor?

AspectManager Banking ConsultantBanking Advisor
CredentialsRelevant degrees, certifications like CFA or banking certificationsSimilar credentials, often with financial planning certifications
Work EnvironmentCorporate banking, consulting firms, financial institutionsBank branches, financial advisory firms, independent practice
Employer & IndustryMajor banks, consulting firms, financial servicesRetail banks, private banks, financial advisory firms
Search & Comparison IntentUnderstanding roles in banking consulting, career pathsClient advisory, financial planning, investment advice

The Manager Banking Consultant typically works in corporate banking or consulting environments, focusing on strategic financial solutions for institutions. Banking Advisors usually work directly with clients, providing personalized financial advice and investment planning. While both roles require financial credentials and industry knowledge, their work settings and primary responsibilities differ, catering to different client needs within the banking sector.

What are the main challenges a Manager Banking Consultant faces when leading teams through organizational change?

One of the primary challenges for a Manager Banking Consultant during organizational change is ensuring team alignment while maintaining client satisfaction. This role often requires balancing strategic objectives with day-to-day banking operations, which can be demanding as staff adapt to new processes or technologies. Effective communication and strong leadership are essential to guide teams through transitions, address resistance, and keep morale high. Additionally, collaborating across departments and managing stakeholder expectations are key aspects of the role, as successful change initiatives depend on cohesive teamwork and clear, consistent messaging.

What are the key skills and qualifications needed to thrive as a Manager Banking Consultant, and why are they important?

To thrive as a Manager Banking Consultant, you need deep knowledge of banking products, regulatory compliance, financial analysis, and typically a degree in finance, business, or a related field. Familiarity with core banking systems, CRM software, and certifications such as CFA or relevant banking credentials is commonly required. Strong leadership, analytical thinking, and excellent interpersonal skills help you guide teams and build lasting client relationships. These skills are vital to ensure regulatory adherence, drive business growth, and deliver high-quality financial consulting services.
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Manager Banking Consultant jobs near you
Infographic showing various Manager Banking Consultant job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 87% Full Time, 9% Part Time, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution.
Banking Consultant

Banking Consultant

First National Bank

Bar Harbor, ME

Other

Re-posted 4 days ago

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.

What First National Bank employees say

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