Banking Consultant Resume Sample

9 votes
Resume Create

The Resume Builder

Create a Resume in Minutes with Professional Resume Templates

Matteo Kiehn
54944 Daugherty Valley,  New York, NY
+1 (555) 606 8798

Work Experience

Ey-financial Services Operations Advisory Banking Senior Consultant
05/2016 - PRESENT
Chicago, IL
  • With minimal supervision, evaluate a Third Party’s ability to assess, manage, and mitigate risks arising from fair and responsible banking laws, regulations, and guidance
  • Conduct reviews of marketing materials to assess compliance with fair and responsible banking requirements in support of the Bank’s centralized review process
  • Conduct reviews of the bank’s third party relationships for fair and responsible banking risks including adherence to regulatory guidance related to third party risk management
  • Conduct reviews of fair and responsible banking controls including incentive compensation and performance plans, scripts, call monitoring and policies and procedures for fair and responsible banking risks
  • Advise, guide, and partner with third party relationship managers as well as second line of defense personnel in the development of controls, including first line of defense monitoring approaches and resulting reporting protocols
  • Identify, draft and present findings that require corrective action. Provide guidance and oversight of resolution plans that address identified issues
  • Perform risk based reviews of consumer, small business and commercial third parties while leveraging a deep understanding of fair and responsible banking controls throughout the customer process life cycle
Banking Analytics Consultant
09/2009 - 01/2016
Chicago, IL
  • Provide guidance & thought leadership across field, channel, and product partners in the development of strategic priorities
  • Using analytical techniques, develop actionable sales performance insights, leading to recommendations that drive revenue growth and/or efficiency gains through fact based decisioning
  • Support distribution planning analyses (branch openings, consolidations, hours of operation, competitor benchmarking, etc.) and the development of unique market plans across Key’s footprint
  • Develop performance management tools & ad-hoc analysis for field leadership teams and line of business executives
  • Conduct thorough post-mortem analysis to determine client impact & value creation of various completed actions. Transform post-mortem facts into predictive analytics that drive future decisions
  • Ensure models adhere to all risk standards, and are built/maintained with a continuous improvement mindset
  • Provide querying expertise necessary to extract information for data analysis. Design metrics and administer complex analyses to evaluate the effectiveness of decisions
  • Leverage external trends & research to guide strategy development & hypothesis formation
Consultant Cognitive Banking Entry Level
10/2004 - 08/2009
New York, NY
  • Articulate clear and concise finding descriptions describing required third party control design requirements and documented control deficiencies
  • Deliver succinct third party risk rating rationale summaries to include specific Fair and Responsible Banking inherent risks and control environment ratings
  • Conduct analysis on a variety of data and research. Communicate findings and recommendations clearly and concisely to Client Insights Manager and business partners
  • Intermediate knowledge of MS Excel and PowerPoint
  • Support the development of opportunity based sales models across major product categories for Key’s 1200+ branch network, leveraging internal data, market demographics, and competitive environment
  • Provide in-depth analytical support in the creation of Key’s sales staffing and sales models, ensuring staffing models align with sales expectations while achieving strategic & financial objectives
  • Support targeted strategies by providing insight on sales opportunities & performance, along staffing recommendations by geography


Fairleigh Dickinson University - Metropolitan Campus
1999 - 2004
Bachelor's Degree in Science

Professional Skills

  • Work independently, strong negotiating skills, strong communication skills both verbal and written
  • Excellent IT user skills, in particular Excel and Bloomberg; knowledge of other trading tools and programming skills is an advantage
  • Out-of-the-box thinking and excellent problem solving skills
  • Strong transaction structuring skills
  • Excellent communication (both written and verbal) and presentation skills with the gravitas to face off with high net worth clients
  • Proven experience working with the international products or Citi’s TTS platform
  • Corporate and structured financing skills including understanding of legal and tax issues/requirements

How to write Banking Consultant Resume

Banking Consultant role is responsible for modeling, digital, design, finance, credit, retail, database, compensation, lending, analysis.
To write great resume for banking consultant job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Banking Consultant Resume

The section contact information is important in your banking consultant resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Banking Consultant Resume

The section work experience is an essential part of your banking consultant resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous banking consultant responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular banking consultant position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Banking Consultant resume experience can include:

  • Strong listening skills and commercial attitude with customer focus
  • Project management skills with proven ability to lead projects end to end
  • The skills necessary to manage projects
  • Stay calm under pressure, work flexibly and meet deadlines effectively
  • Role models a strong customer focus, preferably with retail experience
  • Superior financial statement analysis skills

Education on a Banking Consultant Resume

Make sure to make education a priority on your banking consultant resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your banking consultant experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Banking Consultant Resume

When listing skills on your banking consultant resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical banking consultant skills:

  • Native Scandinavian with excellent communications skills (English and Scandinavian languages)
  • Experience in documenting standard operating procedures, participating in process reviews and awareness of quality functions
  • A self-starter with excellent internal selling, marketing and closing capabilities
  • A proven track record in working within an organization supporting high net worth clients (ideally 10+ years)
  • Experience on IT consulting service or IT architect
  • Experience in bank compliance risk management, consumer protection, banking, legal, audit, or regulatory examination

List of Typical Experience For a Banking Consultant Resume


Experience For Ey-financial Services Operations Advisory Banking Senior Consultant Resume

  • Database querying and programming proficiency (SAS/SQL/Tableau)
  • Assist with vendor assessment and due diligence of packaged platforms, e.g., nCino, AFS, Misys
  • Assists in ensuring end-to-end data accuracy and reporting on a global basis – including metrics and data related to Cash Management, Bank Fees, Disbursements/Collections, Bank Relations and Project Management
  • Coordinates and develops relationships with shared service centers, Lines of Business, subsidiaries and branches by providing effective banking tools to help reduce bank service fees and improve the efficiency of operations and cash management
  • Support cross functional areas within and outside of Global Banking and Cash Management

Experience For Banking Analytics Consultant Resume

  • Assists in ensuring quality processes and customer satisfaction in processing of collection, disbursement, bank account management, bank fee activities and cash management
  • Coordinates bank account administration and balance reporting management to ensure all company cash accounts are used appropriately and balances are managed expeditiously
  • Comprehensive understanding of the company’s products, trading strategies, and market characteristics
  • Comprehensive understanding of financial theory and applications and of financial statement analysis
  • Comprehensive knowledge of the principles, fundamentals, and techniques of cash management
  • Understand business plans and support management through sound financial guidance. Superior consulting, analytical, interpersonal, communications, time management, and project management skills

List of Typical Skills For a Banking Consultant Resume


Skills For Ey-financial Services Operations Advisory Banking Senior Consultant Resume

  • Experience in bank compliance risk management, consumer protection, banking, legal, audit, or regulatory examination
  • Operational experience in business projects’ deployment phases
  • Fluency in English required, Arabic and French a strong asset
  • An excellent platform to create an impact in a growth market and both for personal and professional development
  • Participated in a recognized bank's formal credit analysis program or related experience

Skills For Banking Analytics Consultant Resume

  • Solid background in a consultancy or agency role
  • Experience of the online customer journey and the ability to drive commercial development of the digital proposition
  • Related Treasury or finance experience
  • Providing a high level of client service in the spirit of Raymond James’ Service 1st commitment
  • The ability to negotiate and approve lending product pricing taking into account balance sheet needs with competitive environment

Skills For Banking Solutions Consultant Resume

  • Regular monitoring of client portfolios for position and risk management to provide advice on portfolio hedging and risk mitigation opportunities
  • Gain a working knowledge of analytical tools to assist business partners in utilizing fact-based decisions to reach revenue goals
  • Develop and maintain computer coding, using SAS to perform analyses and create insights
  • Support Senior Risk Management in the identification, planning and execution of the Department’s activities
  • Coordinates and/or performs activities of designated risk/control initiatives – Risk and Control Self Assessments (RCSA), Account Service Losses (ASL), Risk Assessment Reporting, Reconciliation management
  • Knowledge of the CIB business’ products and processes; e-Banking notions preferable
  • Perform data mining initiatives and assist Consultants and Senior Consultants in the development of various analytic tools
  • Ensure familiarity with Northern Trust’s strategy, businesses, clients and products in order to provide relevant advice to business partners
  • An ability to inspire teams to deliver to a high standard in a suitable time frame

Skills For Consultant, Banking Analytics Resume

  • The unique chance to contribute to our small Trading Consulting team with offices in Zurich and Geneva by providing investment and trading advise across all asset classes to our sophisticated HNWI and UHNWI clients in a fast paced, international environment
  • Daily client interaction to provide tailor made recommendations, discuss markets, the bank’s research views and investment ideas
  • The opportunity to generate tactical investment ideas on a regular basis and market them to our clients as well as present them to the management and front representatives of the market area
  • Close collaboration with Relationship Managers, in-house trading desks and research professionals
  • Work under limited direction/supervision
  • Analyze, summarize, interpret complex data; move from findings to conclusions

Skills For Silverlake Banking Business Consultant Resume

  • Communicate analysis results in the client’s business context
  • 2 to maximum 5 years of experience in the Banking industry (Retail, Corporate or Private) with skills in 1 or more of front office and back office processes: Distribution Channels (Web, Mobile) / Customer - Relationship Management / Cash Management / Lending / Payment Processing / Risk Management / Finance
  • Relevant consulting experience ( ext/int ) combining risk management and quantitative modelling in the financial services(preferably within the banking sector).
  • An experience in the modelling or validation of Scorecard PD and Prepayment models in Wholesale , as well as in the field of prudential regulations is an important asset
  • Experience and advanced knowledge of fair lending and UDAAP
  • Knowledge of the functionalities of the main IT application systems in banking companies
  • Consistent demonstration of Key’s established leadership competencies

Skills For Consultant Core Banking Functional Resume

  • Experience in a similar role or within an operations area with a strong working knowledge of the risks inherent in our business, particularly covering Custody Operations, Banking Operations and Client Reporting & Servicing Functions.·
  • Confidence to discuss credit issues with CAs, FAs and clients
  • Knowledge of the derivative markets and risk measurement controls
  • Travel to client site is required
  • Work under limited supervision (‘self starter’) in unstructured environments

Skills For Senior Consultant Banking Resume

  • Experience in providing guidance regarding complex operational and compliance matters, enforcing requirements, , negotiating desired outcomes, executing project and implementation plans, and reporting issues and trends to management
  • Knowledge or past experience reviewing third parties for regulatory compliance
  • Shaping and executing complex digital transformation
  • Shaping and executing complex digital transformations
  • Advising senior clients on digital strategy
  • Working closely with clients to define and optimize their roadmap
  • Project / program management and/or of implementing IT solutions and / or redesigning processes, in some of the following areas
  • At the frontline of mobile and social media capabilities working on a range of emerging digital payments types
  • An ability to use a consultative and relationship-based marketing and sales approach with UBS Financial Advisors and their clients

Skills For Fair & Responsible Banking Consultant Resume

  • Deliver complex end to end projects
  • Work closely with clients to define and optimize their roadmap
  • In change management
  • Analytical, strong computer skills with experience with MS Excel modeling (including Analysis ToolPak) and MS PowerPoint, project management and communication skills, Intermediate to Advance Sharepoint development knowledge
  • A thorough understanding of the structure of a wirehouse wealth manager

Skills For SI Banking Fintech Senior Consultant Resume

  • An ability to evaluate clients’ needs and make sound recommendation in building and maintaining strong professional relationships resulting in a trusted advisor role
  • Evaluate clients’ needs and make sound recommendations
  • Partner with the home office for execution of mortgages, SBL’s, margin and cash solutions
  • Gather and understand the customers’ business requirements, and translates those into documents both for internal as external use
  • Participate in early stages of customer workshops, ‘Proof of Concepts’ and project definition studies
  • Flexible, fast learner, autonomous and well-organized
  • Explain and discuss technical software solutions fluently in English, at different levels in an organization and with varying degrees of technical detail

Skills For Fair & Responsible Banking Program Consultant Resume

  • Confident communicator and comfortable speaking in front of large groups
  • Technical: migration approach, missing clients’ information
  • Client Management: client’s issue for the login, set-up, configuration
  • Experience gained from working with / in the financial sector within a treasury department / with corporate cash management / TxB is ideal but not a prerequisite
  • Participate in operating model assessments (people, process, org) and client needs assessments
  • Customer focused and oriented mindset

Related to Banking Consultant Resume Samples

Advertising Consultant Resume Sample

Work Experience

  •  Apply critical sales techniques including consultative approach, needs assessment, and closing; effectively utilizing an array of presentation skills and tools; considering the customer’s perspective to maximize customer satisfaction   •  Develop market intelligence and knowledge of competition, optio...
Professional Skills

  •  Strong listening and diplomacy skills
  •  Strong analytic skills and familiarity wit...
  •  Previous experience working independently,...
16 votes

Lead Consultant Resume Sample

Work Experience

  •  Career Gap Analysis   •  Participating at all stages of the software delivery life-cycle, including analysis, development, testing and deployment   •  Leading a team of software engineers to oversee project activity, manage project deliverables and progress, prioritize plans for fu...
Professional Skills

  •  Strong analytical and problem solving skil...
  •  Strong understanding and hands-on programm...
  •  Improve individual skills and capabilities...
17 votes

Partner Consultant Resume Sample

Work Experience

  •  Fluency inRussian language (native speaker or excellent knowledge) and English is essential   •  Create replicable approaches and evolve existing methodologies to address new business model development and market transitions across the full business continuum   •  Demonstrate Field...
Professional Skills

  •  Partner Technical Consultants (PTC) requir...
  •  Excellent leadership skills including clea...
  •  Demonstrate critical thinking, strong comm...
19 votes

Manager Consultant Resume Sample

Work Experience

  •  Develop and execute a communications strategy for all major program milestones; create internal and external presentations to market the program’s value to a variety of audiences   •  Provide a holistic view of a client’s overall program/project portfolio to the client organization and all stakeholder...
Professional Skills

  •  Excellent organization skills, priority se...
  •  Strong technical problem solving skills Kn...
  •  Accounting experience, with prior team man...
11 votes

Instructional Resume Sample

Work Experience

  •  Oversee the work of others who provide instructional support   •  Collaborate on identification of curriculum needs   •  Provide consulting and instructional services for upper level undergraduate Chemistry lab courses   •  Direct and oversee the operations of t...
Professional Skills

  •  Exceptional written and verbal communicati...
  •  Excellent communication skills in a variet...
  •  Excellent organizational, problem-solving,...
14 votes

Consultant Digital Resume Sample

Work Experience

  •  Work with business and communication teams to plan and implement omni-channel digital marketing plans across web, SEO, SEM, display/retargeting and paid social   •  Leverage marketing automation platform to execute lead nurturing programs   •  Plan, manage and support email marketi...
Professional Skills

  •  Strong analytical, research and creative p...
  •  Change management skills including analysi...
  •  Good business liaison skills for partnerin...
17 votes
Resume Builder

Create a Resume in Minutes with Professional Resume Templates