Banking Consultant I

Magnifi • Waite Park, MN

8h

About The Position

Responsible for consulting with Magnifi Financial members in person, on the phone, and through digital channels. The role educates members about, recommends, and sells products and services, including digital solutions, and performs member transactions in a timely, accurate, and courteous manner. The Banking Consultant I contributes to branch success and to Magnifi Financial’s mission and visibility by participating in community relations efforts.

Requirements

• High school diploma or currently pursuing a high school diploma.
• Customer service and/or sales experience.

Nice To Haves

• Two-year degree preferred.
• Notary Public designation is optional.

Responsibilities

• Assist members with routine transactions.
• Respond to member requests with expertise and provide resolutions to create a remarkable member experience.
• Consult with members to identify and recommend products and services based on their financial needs, and make referrals to appropriate departments.
• Maintain a cash drawer and cash recycler, and handle day-to-day ATM operations, including deposits and restocking.
• Provide account services such as setting up mobile deposit, mobile banking, and digital banking; activating credit and debit cards; handling debit card inquiries; making transfers; funding loans; changing addresses; placing stop payments; and ordering checks.
• Encourage and coach members to adopt digital banking solutions, including mobile banking, digital banking, and ATMs.
• May perform branch opening and/or closing duties.
• Complete additional projects or duties as assigned.
• Contribute to the overall success of the branch.
• Participate in community relations efforts to support Magnifi Financial’s mission and visibility.

Benefits

• Opportunities for training and development.
• Leadership development.
• Job-level advancement through training and development.
• Tuition reimbursement.
• 32 hours of paid volunteer time off.
• Paid time off starting at four weeks per year for full-time employees; prorated for part-time employees.
• Medical insurance.
• Dental insurance.
• Vision insurance.
• Employer-paid life insurance and AD&D.
• Employer-paid disability insurance.
• Retirement plan with employer match up to 4%, with eligibility for annual profit sharing.
• Paid parental leave.
• Bonus/incentive program.
• Health and wellness programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED