Banking Consultant I
About The Position
Responsible for consulting with Magnifi Financial members in person, on the phone and through digital channels. Educates, recommends, and sells products and services to members, including digital solutions. Performs member transactions in a timely, accurate and courteous manner. Transforms the way banking is done by encouraging and coaching members to adopt new digital solutions (mobile banking, digital banking, ATM’s). May perform opening and/or closing duties for the branch. Contributes to the overall success of the branch. Contributes to the mission and visibility of Magnifi Financial by actively participating in community relations efforts.
Requirements
- High school diploma or currently pursuing a high school diploma required
- Customer service and/or sales experience required
Nice To Haves
- two-year degree preferred
- Notary Public designation
Responsibilities
- Assists members with all routine transactions.
- Creates a remarkable member experience by responding and providing resolutions to member requests with expertise.
- Consults with members to identify and recommend Magnifi Financial products and services based on financial need. Makes referrals to appropriate departments.
- Responsible for maintaining cash drawer, cash recycler and the day-to-day operation of ATM machines (deposit and restocking of ATM).
- Performs a wide range of account services including, but not limited to setting up mobile deposit, mobile banking and digital banking, credit and debit card activation, debit card inquiries, transfers, funding loans, handling debit card inquiries, address changes, stop payments, transfers, check orders, etc.
- Transforms the way banking is done by encouraging and coaching members to adopt new digital solutions (mobile banking, digital banking, ATM’s).
- May perform opening and/or closing duties for the branch.
- Any additional projects or duties as assigned.
- Contributes to the overall success of the branch.
- Contributes to the mission and visibility of Magnifi Financial by actively participating in community relations efforts.
Benefits
- Opportunities for Training and Development
- Leadership Development
- Job Level Advancement (ability to move up in your position through training and development)
- Tuition Reimbursement
- 32 Hours Volunteer Paid Time Off
- Paid Time Off - starting at 4 weeks per year for FT; prorated for PT
- Medical
- Dental
- Vision
- Employer paid Life Insurance/AD&D
- Employer paid Disability Insurance
- Retirement Plan - 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
