Banking Consultant Job Description
Banking consultant
provides support to Market Sales Teams in delivering customized lending, consumer credit and mortgage solutions, recommends solutions that meet the needs of high net worth clients.
Banking Consultant Duties & Responsibilities
To write an effective banking consultant job description, begin by listing detailed duties, responsibilities and expectations. We have included banking consultant job description templates that you can modify and use.
Sample responsibilities for this position include:
Understand banking industry and business benefit, impact and value of project to clients
Communicate and report project status to client executives, including time, budget, risks, issues
Analyze client's specific needs/requests to determine the underlying problems and recommend appropriate solutions
Support the implementation of value add propositions ensuring business case targets are delivered
Ensure product is aligned to changing customer and market requirements thus optimising the competitive position
Draft adhoc reports for various stakeholders of the business
Analyse product portfolios with the view to providing key customer and product insights to the product Leadership team
Collection and analysis of business and regulatory requirements
Analysis of financial products and front-to-end processes in the fields of Capital Markets and Finance
Drawing up of business and operational models
Banking Consultant Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Banking Consultant
List any licenses or certifications required by the position: IOB, CIA, CPA, MBA, AWS, SAP, PMP, BIAN, BA, V3
Education for Banking Consultant
Typically a job would require a certain level of education.
Employers hiring for the banking consultant job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Business, Finance, Engineering, Technical, Education, Computer Science, MBA, Accounting, Technology, Business/Administration
Skills for Banking Consultant
Desired skills for banking consultant include:
Windows Microsoft Office Applications
Nationwide’s products which are predominantly Credit Cards
Personal Loans and Current Account
High net worth tailored lending products and commercial credit facilities
Home equity lines of credit
Residential mortgage products
Securities based loans
Business / functional architecture
Core banking solutions implementations
Experience not only with sales but with the delivery of banking transformations
Desired experience for banking consultant includes:
University degree in science or equivalent by experience
Requires 5+ years of experience in payment environments
Knowledge of different payment systems on a business level is a plus
Knowledge of test methodology is a plus
Master’s degree or higher in quantitative or business fields
10+ years’ experience in business development, ideally with the specific vertical
Banking Consultant Examples
1
Banking Consultant Job Description
Job Description Example
Our company is searching for experienced candidates for the position of banking consultant. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for banking consultant
- Working with the business to define, at a behavioral level, what colleagues need to be able to say and do
- Facilitating programs and train-the-trainers as appropriate
- Helping to solve complex business challenges at our clients, bringing structure and rigorous quantitative and qualitative analysis techniques
- Establishing and maintaining trusted client relationships (ideally with the C-Suite) by remaining highly attuned to client needs and styles
- Contributing to business development activities including opportunity identification/qualification, proposal development/presentation
- Assisting in market development activities to develop relevant thought leadership
- Being an active member of high performing multidisciplinary Strategy teams, learning from and supporting other team members and leadership
- Delivering a variety of tasks relating to our Strategy engagements showing a willingness to learn and a curiosity to develop rapidly
- Understanding our clients’ business challenges and participating in identifying solutions to their business challenges
- Working with client teams to design and deliver strategic solutions with the help of his / her functional, digital and industry skills
Qualifications for banking consultant
- Some previous experience as a hunter or in business development role
- Proven track record of exceeding revenue goal attainment
- Collaborate as a team player in a matrix organization
- Proficient and experienced with MS Office (Word, Excel, Access, PowerPoint)
- Detail oriented with effective communication in working with highly technical and business team members
- Possesses strong presentation skill in developing and presenting ROI and use case recommendations to senior business leaders
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Banking Consultant Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of banking consultant. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for banking consultant
- Develops and maintains the digital consulting practice offerings
- Maintains current knowledge of industry issues and opportunities in the digital area
- Maintains current knowledge of best practices in the digital area
- Builds and maintains credibility with clients and peers, as domain expert in the digital area
- Analyze business and user needs, documentation of requirements and functional specifications following project management standards
- Writes test plans and test cases to ensure modifications made to the application meet client needs and that application integrity is maintained
- Trains internal employees or external clients on enhancements to application
- Travel is required (up to 25%) for on-site client training and business consulting
- Complete new client implementations and mergers for the application
- Reports directly to the Senior Vice President of Portfolio Services or Vice President of Implementation
Qualifications for banking consultant
- Proven experience creating and implementing regulatory compliance programs within a financial services organization
- Excellent knowledge of banking operations
- Advanced written and verbal communication skills and ability to work partner well in a fast-paced environment
- Deliver specific projects on client site individually and as part of Capco and client teams
- Business transformation, business analysis and/or project/program management
- Engage with clients to deliver practical solutions
3
Banking Consultant Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of banking consultant. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for banking consultant
- Improves the knowledge of global cash management practices across all internal functions
- Participates in pre-sales activities to gather requirements and work with project teams
- Participates as part of the engagement team to provide ongoing business expertise and direction
- Triages issues reported by client
- Responsible for Change Control Management
- Gathers detailed client requirements to help product in backlog grooming & design
- Participates in Business inline testing to ensure delivered functionality meets business requirements
- Provides support/training to clients testing teams
- Conducts business/functional requirements review workshops
- Gathers feedback from client & end users to facilitate future enhancements
Qualifications for banking consultant
- Minimum 3 years of overall experience in financial services management consulting
- Well-defined management consulting experience, including Project Management and/or Business Analysis
- Knowledge of Systems Developed Life Cycle (SDLC)
- Experience in middle and back office process front office performance management
- Solid Business Analyst and/or Program/Project Management skills, including experience interviewing client executives to gather and document business requirements, process mapping
- Experience participating as a member of a project team through all phases of the project lifecycle, from scoping and planning, requirements gathering, design, development, testing, and go live
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Banking Consultant Job Description
Job Description Example
Our company is growing rapidly and is hiring for a banking consultant. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for banking consultant
- Emphasis is on being leader on core tasks and opportunities, sharing knowledge on areas of expertise
- Leads qualification approach for key/complex ops
- Ensures offer complete solution including delivery
- Interact with our customers from a technical and functional standpoint
- Understand their Open Banking requirements and desired outcome
- Scope potential solutions at a high level
- Lead Technical Design Workshops, Requirements Definition and creation of specification through to sign off
- Liaise with our global product teams and external technology partners to assess best solutions to bring to market
- Liaise with key stakeholders to ensure successful project delivery
- Help in the Sales Process providing Demonstrations / Presentations / Effort Estimation and Validation
Qualifications for banking consultant
- Ability to produce clear, concise, relevant and accurate documentation based on captured requirements and information gathered from stakeholders/subject matter experts
- Strong experience documenting technology requirements, requirement analysis tools/methodologies (e.g., RUP, UML)
- Strong presentation skills, extensive experience writing successful project proposals, experience planning and execution related projects, and demonstrated project management skills and experience
- Possesses knowledge of banking or Capital Markets sector including knowledge of market trends
- Ideally some analytics experience, in either an academic or professional setting
- Line management experience in the banking sector and/or Expertise in Operations Excellence methods and approaches, , lean services, Large-scale project/program management experience with a proven track record of impact generation
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Banking Consultant Job Description
Job Description Example
Our company is looking for a banking consultant. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for banking consultant
- Assist with the development of business cases to support the acquisition or development of critical project components or strategic initiatives
- Languages such as Java, groovy, JavaScript, PL/SQL, T-SQL
- JMS Integration
- Web Services (SOAP and REST) and Web Service Security (WSSE)
- Security Sockets Layer (SSL) and Security Certificates
- XML, XSLT, XSD, XPath, FreeMarker, HTTP, TCP-IP
- Knowledge of the .NET stack
- Provide business ownership of investments in the data supply chain
- Serve as a data Subject Matter Expert on sources & uses of data to analytics practitioners
- Gather requirements from analytics practitioners to develop / enhance data assets - elicit requirements and create requirement documents
Qualifications for banking consultant
- Experienced in the use of Microsoft data tools (Access, Excel), reporting tools (e.g., Business Objects), programming skills (SAS, SQL), and database query tools (e.g., SQL Assistant, Toad)
- Call Report or other bank regulatory reporting experience
- MBA / Postgraduate Degree in Finance or IT, with under-graduation in IT
- 2 to 3 years of experience (max 5 years) in IT or Finance, gained within operations or in IT of some banking or financial services company
- Candidates with strong academic background in Finance or Banking are welcome
- You must be mobile and open to travel and work within Europe, potentially up to 100 days in a year outside your base location