How To Become A Bank Consultant: What It Is and Career Path

What is a bank consultant and how to become one

Updated January 8, 2025

3 min read

Bank consultants work for financial institutions advising customers on financial products. They answer clients' questions, provide information on banking services, and manage clients' accounts. They work under the supervision of a senior colleague or a manager and perform a typical nine to five job with no after-hours or weekend shifts.

Working as a bank consultant, it will be your job to greet clients and assist them with their issues if you can or direct them to the appropriate representative. In order to provide information, you have to have in-depth knowledge about the products and services your bank has to offer. You will know all the details on mortgage options or loan structures and help customers prepare the documents necessary to apply for these services.

A degree in a finance-related area will most likely be expected of you when applying for this position. Excellent customer service is a must, which includes great communication skills and a knack for salesmanship.

You will be using banking software and digital filing systems to carry out your tasks. You will need to shine your analytical mind to provide valuable insight into the most beneficial financial operations. Doing so will earn you an $88,000 salary on average per year.

ScoreBank ConsultantUS Average

Salary

7.0

Avg. Salary $90,094

Avg. Salary $59,228

Stability level

7.3

Growth rate 4%

Growth rate 0.3%

Diversity

5.5

Race

American Indian and Alaska Native 0.48%

Asian 6.40%

Black or African American 9.23%

Hispanic or Latino 16.03%

Unknown 4.64%

White 63.22%

Gender

female 40.99%

male 59.01%

Age - 44

Race

American Indian and Alaska Native 3.00%

Asian 7.00%

Black or African American 14.00%

Hispanic or Latino 19.00%

White 57.00%

Gender

female 47.00%

male 53.00%

Age - 44

Stress level

7.3

Stress level is high

7.1 - high

Complexity level

8.8

Complexity level is advanced

7 - challenging

Work life balance

5.6

Work life balance is fair

6.4 - fair

Key steps to become a bank consultant

Explore bank consultant education requirements

Most common bank consultant degrees

Bachelor's

68.9 %

Master's

12.6 %

Associate

9.0 %

Start to develop specific bank consultant skills

Skills	Percentages
Customer Service	27.07%
PowerPoint	7.45%
Risk Management	7.25%
Customer Satisfaction	6.67%
Financial Services	6.26%

Complete relevant bank consultant training and internships

Accountants spend an average of 6-12 months on post-employment, on-the-job training. New bank consultants learn the skills and techniques required for their job and employer during this time. The chart below shows how long it takes to gain competency as a bank consultant based on U.S. Bureau of Labor Statistics data and data from real bank consultant resumes.

Research bank consultant duties and responsibilities

Provide SharePoint development and administration, budget and financial reporting; manage invoicing; and develop training manuals and user guides.
Collaborate with various work streams to facilitate customer distributions, security liquidations, and other cash & securities activities.
Conduct regular loan portfolio analysis consisting of monitoring of derivative exposure, periodic loan reviews, and covenant and compliance tracking.
Review profitability models to determine new ATM sites at existing corporate and service locations.

Prepare your bank consultant resume

When your background is strong enough, you can start writing your bank consultant resume.

You can use Zippia's AI resume builder to make the resume writing process easier while also making sure that you include key information that hiring managers expect to see on a bank consultant resume. You'll find resume tips and examples of skills, responsibilities, and summaries, all provided by Zippi, your career sidekick.

Choose from 10+ customizable bank consultant resume templates

Build a professional bank consultant resume in minutes. Browse through our resume examples to identify the best way to word your resume. Then choose from 10+ resume templates to create your bank consultant resume.