How to hire a banking and finance instructor

How to hire a banking and finance instructor, step by step

Here's a step-by-step banking and finance instructor hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a banking and finance instructor job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new banking and finance instructor
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   Before you post your banking and finance instructor job, you should take the time to determine what type of worker your business needs. While certain jobs definitely require a full-time employee, it's sometimes better to find a banking and finance instructor for hire on a part-time basis or as a contractor.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   A banking and finance instructor's background is also an important factor in determining whether they'll be a good fit for the position. For example, banking and finance instructors from different industries or fields will have radically different experiences and will bring different viewpoints to the role. You also need to consider the candidate's previous level of experience to make sure they'll be comfortable with the job's level of seniority.

   The following list breaks down different types of banking and finance instructors and their corresponding salaries.

   Type of Banking And Finance Instructor	Description	Hourly rate
   Banking And Finance Instructor	Postsecondary teachers instruct students in a wide variety of academic and career and technical subjects beyond the high school level. They also conduct research and publish scholarly papers and books.	$23-45
   Business Management Professor	A business management professor specializes in teaching business courses at universities and colleges. They are responsible for developing curricula and coursework materials, crafting presentations and handouts, administering examinations and quizzes, grading the students' papers, monitoring their academic progress, and arranging indoor and outdoor activities... Show more	$25-74
   Bank Manager	A bank manager is responsible for supervising banking operations and monitoring staff performance in providing the best customer service for clients with their banking needs and financial transactions. Bank managers assist the staff with the complexities of processes, train new hires, and strategize the development of services that would contribute to the bank's success... Show more	$31-68

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Customer Relationships
   • Financial Services
   • Financial Solutions
   • Investment Products
   • Customer Retention
   • Bank Products
   • Loan Payments
   • Cash Management
   • Bonds
   • ATM
   • Financial Products
   • Customer Service
   • Financial Institutions
   • Credit Card

   Check all skills

   Responsibilities:

   • Manage A/R and financial functions for large automotive global account, generating annual revenues in excess of $100M/contract year.
   • Handle account services and ATM operations.
   • Process miscellaneous transactions (bonds, municipal coupons, traveler's checks, money orders, etc . )
   • Oversee areas involving mortgage loan processing, underwriting, regulatory compliance, collections, credit, debit and ATM operations.
   • Design and prepare PowerPoint presentations for briefing university staff and faculty on matters pertaining to the university's financial aid administration.
   • License to sell fix annuities.

3. Make a budget

   Including a salary range in your banking and finance instructor job description is one of the best ways to attract top talent. A banking and finance instructor can vary based on:

   • Location. For example, banking and finance instructors' average salary in oklahoma is 52% less than in california.
   • Seniority. Entry-level banking and finance instructors 49% less than senior-level banking and finance instructors.
   • Certifications. A banking and finance instructor with certifications usually earns a higher salary.
   • Company. Working for an established firm or a new start-up company can make a big difference in a banking and finance instructor's salary.

   Average banking and finance instructor salary

   $68,010yearly

   $32.70 hourly rate

   ---

   Entry-level banking and finance instructor salary

   $48,000 yearly salary

   Updated December 16, 2025

4. Writing a banking and finance instructor job description

   A banking and finance instructor job description should include a summary of the role, required skills, and a list of responsibilities. It's also good to include a salary range and the first name of the hiring manager. Below, you can find an example of a banking and finance instructor job description:

   Banking and finance instructor job description example

   The Financial Wellness Consultant (FWC) role (similar to a Universal Banker) is a Banker who also conducts Teller transactions to build relationships and uncover opportunities.
   
   Financial Wellness education is a big opportunity in our communities. In response to that need, Key's branches have become more advice-centered. We equip our FWCs with a state-of-the-art digital tool that empowers FWCs to have deeper conversations with clients. This tool allows us to deliver expert advice to our clients and gets them thinking about important questions related to their finances. FWCs are expected to conduct lead outreach and to process client service transactions to uncover opportunities.
   
   The financial wellness platform does the heavy lifting in these conversations. You don't have to be a financial expert to be a successful FWC, you just need to have a strong desire to help people make better financial choices and be good at starting conversations, quickly building a rapport, and asking deeper questions. You really need to love the sales process, be genuinely curious, and have strong time management skills to balance sales and client service support in this role. Every day is different, and the role is best for someone who thrives on variety and challenge.
   
   If you have a passion for financial wellness, helping others, and making a difference in your community, this role could be for you.
   What It's Like to Work with Us:
   Our branches are like families, typically small tight-knit groups. KeyBank employees share a passion for helping our communities thrive. Joining a Key branch means joining a family with a singular goal - to help people and local businesses improve their financial outlook. Our branch employees share many great stories about how they have empowered clients to make better, more confident financial decisions.. We do work that matters.
   
   Essential Job Functions:
   •Driving financial wellness conversations with clients (both impromptu and through appointment setting); educating them on our products and services and achieving sales goals.
   •This role is fast-paced. There is little idle time and you will be interacting with people all day- in wellness conversations, processing transactions, or greeting clients as they arrive.
   •Consistently providing exceptional client experience by helping to create a welcoming environment in our branches.
   •FWCs are a client concierge - providing both transactional and account opening services to clients.
   •One of the most challenging parts of this role is time management. A successful FWC needs to be a self-starter that manages their time wisely. You will be supported but you will own your days and will need to seek out opportunities to contribute to branch operations while also meeting sales goals.
   •To be successful in this role you'll need to pick up the phone and get out into the field - canvassing, setting appointments, calling on local businesses and existing book of business.
   •Developing strong partnerships with colleagues across various lines of business.
   •Ensuring compliance with operational, security and audit procedures and policies including appropriate documentation of client interactions.
   
   What You'll Get from This Opportunity:
   •Our total incentive compensation plan is highly competitive (salary + generous bonuses for high performers).
   •Competitive pay and unique benefits - 401(k) matching (dollar-for-dollar up to 6%), profit sharing, generous PTO, fitness and tuition reimbursement, and so much more.
   •You will build broad knowledge of retail banking and financial services products and services and will develop relationships across business lines. Many career paths will be available to you in this role (e.g., Financial Advisor, Branch Manager, Mortgage Lender, etc.). We look for people who are willing to make a commitment to the role for a couple of years and we enable interested employees to advance their career as they learn and develop.
   •Paid job training and access to a library of specialized professional development and training courses.
   •Access to a formal enterprise mentoring program.
   •There is a lot of daily variety in this role.
   •We give you access to powerful centers of influence that will help set you up for success, if you build and nurture those relationships.
   •A formal enterprise mentoring program.
   •Other performance-based rewards.
   
   Employees in this position are required to comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act). Employees hired or transferring into this position will need to meet the qualification requirements, in Key's sole discretion, under Reg. Z, prior to acting as a loan originator in a consumer credit transaction secured by a dwelling. Qualification requirements include but are not limited to an assessment of overall financial responsibility, character, and general fitness through review of a criminal background check, credit report, and information about any administrative, civil, or criminal findings by any government jurisdiction.
   
   COMPENSATION AND BENEFITS
   
   This position is eligible to earn a base hourly rate in the range of $22 to $25 per hour depending on job-related factors such as level of experience. Compensation for this role also includes short-term incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible.
   
   KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.
   
   Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations

   Copy this example

   

5. Post your job

   To find the right banking and finance instructor for your business, consider trying out a few different recruiting strategies:

   • Consider internal talent. One of the most important sources of talent for any company is its existing workforce.
   • Ask for referrals. Reach out to friends, family members, and current employees and ask if they know or have worked with banking and finance instructors they would recommend.
   • Recruit at local colleges. Attend job fairs at local colleges to recruit banking and finance instructors who meet your education requirements.
   • Social media platforms. LinkedIn, Facebook and Twitter now have more than 3.5 billion users, and you can use social media to reach potential job candidates.

   Post your job online:

   • Post your banking and finance instructor job on Zippia to find and recruit banking and finance instructor candidates who meet your exact specifications.
   • Use field-specific websites such as k12jobspot, learn4good, serious teachers, teachingjobs.com.
   • Post a job on free websites.

6. Interview candidates

   To successfully recruit banking and finance instructors, your first interview needs to engage with candidates to learn about their interest in the role and experience in the field. You can go into more detail about the company, the role, and the responsibilities during follow-up interviews.

   It's also good to ask about candidates' unique skills and talents to see if they match your ideal candidate profile. If you think a candidate is good enough for the next step, you can move on to the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new banking and finance instructor

   Once you've selected the best banking and finance instructor candidate for the job, it's time to write an offer letter. In addition to salary, this letter should include details about the benefits and perks you offer the candidate. Ensuring that your offer is competitive is essential, as qualified candidates may be considering other job opportunities. The candidate may wish to negotiate the terms of the offer, and you should be open to discussion. After you reach an agreement, the final step is formalizing the agreement with a contract.

   It's equally important to follow up with applicants who don't get the job with an email letting them know that the position has been filled.

   After that, you can create an onboarding schedule for a new banking and finance instructor. Human Resources and the hiring manager should complete Employee Action Forms. Human Resources should also ensure that onboarding paperwork is completed, including I-9s, benefits enrollment, federal and state tax forms, etc., and that new employee files are created.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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