Banking Consultant I
Magnifi Financial•Waite Park, MN
•$18 - $27
About The Position
The Banking Consultant I consults with Magnifi Financial members in person, by phone, and through digital channels. The role educates members about, recommends, and sells products and services, including digital solutions, and completes member transactions accurately, promptly, and courteously. The position supports members with routine transactions and account services, resolves requests, maintains cash-handling equipment and ATM operations, and helps members adopt digital banking solutions. It also contributes to branch success and community relations.
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 and provide expert resolutions to create a remarkable member experience.
- Consult with members to identify financial needs and recommend Magnifi Financial products and services; refer members to appropriate departments.
- Maintain the 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; processing transfers, loan funding, address changes, stop payments, and check orders.
- Encourage and coach members to adopt digital solutions, including mobile banking, digital banking, and ATMs.
- Perform branch opening and/or closing duties as needed.
- Complete additional projects or duties as assigned.
- Contribute to the overall success of the branch.
- Participate actively in community relations efforts to support Magnifi Financial’s mission and visibility.
Benefits
- Training and development opportunities.
- 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%; eligible for annual profit sharing.
- Paid parental leave.
- Bonus/incentive program.
- Health and wellness programs.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
