Bank consultant job description
Updated March 14, 2024
9 min read
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Example bank consultant requirements on a job description
Bank consultant requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in bank consultant job postings.
Sample bank consultant requirements
- Financial acumen
- Knowledge of banking regulations
- Degree in finance or related field
- Excellent analytical skills
- Advanced computer proficiency
Sample required bank consultant soft skills
- Strong interpersonal communication
- Excellent customer service skills
- Ability to work independently
- Highly organized and detail-oriented
- Ability to think critically and make decisions
Bank consultant job description example 1
Iss | Institutional Shareholder Services bank consultant job description
ESG solutions enable investors to develop and integrate responsible investing policies and practices, engage on responsible investment issues, and monitor portfolio company practices through screening solutions. It also provides climate data, analytics, and advisory services to help financial market participants understand, measure, and act on climate-related risks across all asset classes. In addition, ESG solutions cover corporate and country ESG research and ratings enabling its clients to identify material social and environmental risks and opportunities.
ISS ESG is seeking a senior specialist to join its team immediately. Successful candidates will have a strong background in quantitative risk management and exhibit a passion for the responsible investment business with a focus on banks. The candidate should have a collaborative approach to work and a track record of product management and problem solving while working with high attention to detail in a fast-paced environment. The successful candidate will drive the development and implementation of a suite of products geared towards banks' climate and sustainability challenges. This includes interactions with colleagues and clients from around the globe and collaborating with other units.
Responsibilities
Become the ISS ESG Banking lead across markets Collaborate with colleagues on the development, maintenance, and enhancement of ISS ESG's holistic Banking offering, including ESG loan book assessments, regulatory solutions and climate stress testing Engage with sales and marketing colleagues to develop, manage, and implement Banking product launch Represent ISS ESG Banking specific conversations externally towards prospects and clients Conduct competitor analyses, identify customer trends and needs, and research regulatory developments of Banking ESG needs across markets
Qualifications
A minimum of 6-8 years of relevant work experience relating to quantitative risk management, preferably in stress testing, either at a financial institution or consulting company Proven track record of successful client facing interactions as part of a consulting or advisory role High knowledge of the banking sector and their regulatory requirements related to all aspects of ESGProfessional appearance and high motivation to represent ISS ESG in senior client interactions Bachelor's degree in business, finance, or any other quantitative discipline, advanced degree or CFA is a plus Demonstrated interest in climate change and/ or prior exposure to ESG topics Very strong quantitative (and qualitative) analytical skills, familiarity with large data sets, and excellent conceptual thinking aptitude Excellent command of Excel and good working knowledge of all Microsoft Office applications Excellent oral and written command of English and GermanStrong interpersonal and communication skills with customer-first attitude Willingness to work with a highly collaborative, flexible, and innovative team across different locations Ability to work independently in a fast-paced environment, to prioritize tasks, and to meet deadlines
#ESG
#LI-OR1
Please apply online by sending a cover letter along with a CV in English.
ISS ESG is seeking a senior specialist to join its team immediately. Successful candidates will have a strong background in quantitative risk management and exhibit a passion for the responsible investment business with a focus on banks. The candidate should have a collaborative approach to work and a track record of product management and problem solving while working with high attention to detail in a fast-paced environment. The successful candidate will drive the development and implementation of a suite of products geared towards banks' climate and sustainability challenges. This includes interactions with colleagues and clients from around the globe and collaborating with other units.
Responsibilities
Become the ISS ESG Banking lead across markets Collaborate with colleagues on the development, maintenance, and enhancement of ISS ESG's holistic Banking offering, including ESG loan book assessments, regulatory solutions and climate stress testing Engage with sales and marketing colleagues to develop, manage, and implement Banking product launch Represent ISS ESG Banking specific conversations externally towards prospects and clients Conduct competitor analyses, identify customer trends and needs, and research regulatory developments of Banking ESG needs across markets
Qualifications
A minimum of 6-8 years of relevant work experience relating to quantitative risk management, preferably in stress testing, either at a financial institution or consulting company Proven track record of successful client facing interactions as part of a consulting or advisory role High knowledge of the banking sector and their regulatory requirements related to all aspects of ESGProfessional appearance and high motivation to represent ISS ESG in senior client interactions Bachelor's degree in business, finance, or any other quantitative discipline, advanced degree or CFA is a plus Demonstrated interest in climate change and/ or prior exposure to ESG topics Very strong quantitative (and qualitative) analytical skills, familiarity with large data sets, and excellent conceptual thinking aptitude Excellent command of Excel and good working knowledge of all Microsoft Office applications Excellent oral and written command of English and GermanStrong interpersonal and communication skills with customer-first attitude Willingness to work with a highly collaborative, flexible, and innovative team across different locations Ability to work independently in a fast-paced environment, to prioritize tasks, and to meet deadlines
#ESG
#LI-OR1
Please apply online by sending a cover letter along with a CV in English.
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Bank consultant job description example 2
Lakeland Bank bank consultant job description
As a new Retail employee of Lakeland Bank, you will have an opportunity to earn $1000.00 in bonuses.
Here's how:
* After the successful completion of 30 days of employment you will receive a $250.00 bonus
* After the successful completion of 6 months of employment you will receive an additional $250.00 bonus
* After the successful completion of 12 months of employment you will receive an additional $500.00 bonus
As a Personal Banking Consultant (PBC) at Lakeland Bank your primary role is to provide outstanding service to all clients. The Personal Banking Consultant coordinates all customer functions within the retail branch office through a "one stop" customer assistance approach. Your role entails but is not limited to; basic teller transactions, opening and processing new accounts, providing customer centric answers to clients complex questions, addressing and resolving customer concerns and providing solid financial stewardship. You will be responsible for uncovering customers financial needs and suggest/refer products and services in a professional manner through the techniques learned in the Retail Sales and Product Training Program.
Key Responsibilities:
* Refer retail credit products and services
* Promote applications including types of loans available, rate and fees, processing and closing requirements
* Identify sales and referral opportunities both in traditional and non-traditional bank product areas
* Achieve cross-selling goals
* Deliver a "one stop" customer assistance approach
* Balance teller cash drawer, cash reconciliations and transfers to vault, TCR, TCD, ATM, and coin machine
* Order and ship currency and coin
* Monitor and promote sales activity contests
Skills Required
Skills Required:
* Minimum of one year of related experience, prior teller experience is preferred
* Exceptional customer service skills
* Proven sales experience with a willingness to cross-sell the bank's various products and services
* Poised, positive, professional demeanor at all times
* Reliable and dependable in their work and attendance
* Ability to function as a team member and works well independently. Self-motivated
* Working knowledge of Microsoft Office, Word, Excel, Outlook
* Willing and able to work in branch locations within a reasonable distance from assigned locations on a temporary basis as required
* Eligible to register with NMLS (Nationwide Mortgage Licensing System & Registry)
* Must be bondable
Employment Eligibility
All Lakeland Bank employees must be bondable. FBI background checks are required to confirm eligibility for bonding. Note: A guilty plea or criminal conviction will not necessarily preclude employment at Lakeland Bank.
Lakeland Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, pregnancy, genetic information, national origin, disability, protected veteran status or any other characteristic protected by law
Scheduled Hours
This is a part-time position:
* 25 hours per week.
Scheduled hours:
* Monday 8:45 am - 4:30 pm (1/2 hour lunch)
* Thursday 9:30 am - 5:15 pm (1/2 hour lunch)
* Friday 10:45 am - 6:15 pm (1/2 hour lunch)
* Saturday 8:45 am - 12:15 pm
Here's how:
* After the successful completion of 30 days of employment you will receive a $250.00 bonus
* After the successful completion of 6 months of employment you will receive an additional $250.00 bonus
* After the successful completion of 12 months of employment you will receive an additional $500.00 bonus
As a Personal Banking Consultant (PBC) at Lakeland Bank your primary role is to provide outstanding service to all clients. The Personal Banking Consultant coordinates all customer functions within the retail branch office through a "one stop" customer assistance approach. Your role entails but is not limited to; basic teller transactions, opening and processing new accounts, providing customer centric answers to clients complex questions, addressing and resolving customer concerns and providing solid financial stewardship. You will be responsible for uncovering customers financial needs and suggest/refer products and services in a professional manner through the techniques learned in the Retail Sales and Product Training Program.
Key Responsibilities:
* Refer retail credit products and services
* Promote applications including types of loans available, rate and fees, processing and closing requirements
* Identify sales and referral opportunities both in traditional and non-traditional bank product areas
* Achieve cross-selling goals
* Deliver a "one stop" customer assistance approach
* Balance teller cash drawer, cash reconciliations and transfers to vault, TCR, TCD, ATM, and coin machine
* Order and ship currency and coin
* Monitor and promote sales activity contests
Skills Required
Skills Required:
* Minimum of one year of related experience, prior teller experience is preferred
* Exceptional customer service skills
* Proven sales experience with a willingness to cross-sell the bank's various products and services
* Poised, positive, professional demeanor at all times
* Reliable and dependable in their work and attendance
* Ability to function as a team member and works well independently. Self-motivated
* Working knowledge of Microsoft Office, Word, Excel, Outlook
* Willing and able to work in branch locations within a reasonable distance from assigned locations on a temporary basis as required
* Eligible to register with NMLS (Nationwide Mortgage Licensing System & Registry)
* Must be bondable
Employment Eligibility
All Lakeland Bank employees must be bondable. FBI background checks are required to confirm eligibility for bonding. Note: A guilty plea or criminal conviction will not necessarily preclude employment at Lakeland Bank.
Lakeland Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, pregnancy, genetic information, national origin, disability, protected veteran status or any other characteristic protected by law
Scheduled Hours
This is a part-time position:
* 25 hours per week.
Scheduled hours:
* Monday 8:45 am - 4:30 pm (1/2 hour lunch)
* Thursday 9:30 am - 5:15 pm (1/2 hour lunch)
* Friday 10:45 am - 6:15 pm (1/2 hour lunch)
* Saturday 8:45 am - 12:15 pm
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Bank consultant job description example 3
JPMorgan Chase & Co. bank consultant job description
**Principal Duties and Responsibilities (in order of importance)**
Responsibilities:
Build relationships, and utilize networks and local centers of influence to identify and support underserved entrepreneurs.
Creatively look for ways to cultivate long-term relationships with new and existing CDFIs, Non-Profits, and other community organizations, leveraging internal resources such as JPMorgan Chase Foundation.
Strong current business network and active involvement in community organizations such as Chambers of Commerce and non-profit boards. Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as, creative marketing techniques utilizing Chase resources and materials to develop business network and prospects.
Provide the best in client advice and service and develop the relationship to ensure a seamless client experience throughout Chase. Build collaborative relationships with partners across Chase, including Branches, Home Lending, Chase Wealth Management, Merchant Services, and Card, to provide our clients the best solutions for all of their financial needs.
Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses. Use knowledge of business, finance, banking, credit and risk management, while leveraging relationships, to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio.
Protect the firm by following sound risk management protocols and adhering to regulatory requirements.
Build collaborative internal and external relationships to provide the best in client advice and service to develop the business network, and ensure a seamless experience for the business client.
Discover the personal financial goals and needs of business clients. Partner across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs.
**Knowledge, Skills and Experience**
5 to 7 years of experience in business banking relationship management role or related business / commercial lending experience
Bachelor's degree in Finance or related field, or equivalent work experience required
Extensive knowledge of business credit, deposit and cash management products and services.
Extensive knowledge of business credit underwriting with commercial credit training preferred.
Strong relationship management skills; demonstrate strong tactical business development and negotiation skills
Proven experience to establish and develop relationships in emerging territories
Prefer experience owing / operating a small business
Strong ability to build relationships with clients and internal partners and influence others without direct supervision
Excellent written and verbal communication skills with individuals at all levels, internally and externally are critical
Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs and present proactive solutions.
Able to identify opportunities, issues and viable alternatives, while managing risk, when traditional solutions do not apply
Ability to manage multiple and competing priorities on a daily basis in pursuit of business priorities
Strong PC skills; proficient in MS Word, Excel, and PowerPoint
Must be able to work independently and a reasonable amount of travel is required
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
Equal Opportunity Employer/Disability/Veterans
Responsibilities:
Build relationships, and utilize networks and local centers of influence to identify and support underserved entrepreneurs.
Creatively look for ways to cultivate long-term relationships with new and existing CDFIs, Non-Profits, and other community organizations, leveraging internal resources such as JPMorgan Chase Foundation.
Strong current business network and active involvement in community organizations such as Chambers of Commerce and non-profit boards. Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as, creative marketing techniques utilizing Chase resources and materials to develop business network and prospects.
Provide the best in client advice and service and develop the relationship to ensure a seamless client experience throughout Chase. Build collaborative relationships with partners across Chase, including Branches, Home Lending, Chase Wealth Management, Merchant Services, and Card, to provide our clients the best solutions for all of their financial needs.
Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses. Use knowledge of business, finance, banking, credit and risk management, while leveraging relationships, to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio.
Protect the firm by following sound risk management protocols and adhering to regulatory requirements.
Build collaborative internal and external relationships to provide the best in client advice and service to develop the business network, and ensure a seamless experience for the business client.
Discover the personal financial goals and needs of business clients. Partner across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs.
**Knowledge, Skills and Experience**
5 to 7 years of experience in business banking relationship management role or related business / commercial lending experience
Bachelor's degree in Finance or related field, or equivalent work experience required
Extensive knowledge of business credit, deposit and cash management products and services.
Extensive knowledge of business credit underwriting with commercial credit training preferred.
Strong relationship management skills; demonstrate strong tactical business development and negotiation skills
Proven experience to establish and develop relationships in emerging territories
Prefer experience owing / operating a small business
Strong ability to build relationships with clients and internal partners and influence others without direct supervision
Excellent written and verbal communication skills with individuals at all levels, internally and externally are critical
Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs and present proactive solutions.
Able to identify opportunities, issues and viable alternatives, while managing risk, when traditional solutions do not apply
Ability to manage multiple and competing priorities on a daily basis in pursuit of business priorities
Strong PC skills; proficient in MS Word, Excel, and PowerPoint
Must be able to work independently and a reasonable amount of travel is required
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
Equal Opportunity Employer/Disability/Veterans
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Updated March 14, 2024