Banking Consultant II
About The Position
The Banking Consultant II 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, while completing transactions accurately, promptly, and courteously. The consultant helps members with transactions and account services, responds to requests and resolves issues, identifies financial needs and recommends appropriate products or services, and refers members to other departments when appropriate. The role also maintains cash and ATM operations, processes basic consumer account applications, initiates wires within approval limits, and encourages members to use digital banking solutions. The consultant may perform branch opening or closing duties, contribute to branch success, and participate in community relations efforts.
Requirements
- High school diploma required.
- At least 6 months of experience in a financial institution required.
- Customer service and/or sales experience required.
Nice To Haves
- Two-year degree preferred.
- Notary Public designation is optional.
Responsibilities
- Assist members with all transactions.
- Provide a remarkable member experience by responding to member requests and resolving them with expertise.
- Consult with members to identify financial needs and recommend Magnifi Financial products and services; make referrals 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; responding to debit card inquiries; processing transfers, loan funding, address changes, stop payments, and check orders.
- Troubleshoot and help resolve member issues.
- Initiate wires within approval limits.
- Process applications for basic consumer accounts.
- Encourage and coach members to adopt digital 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 actively 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 benefits
- Dental benefits
- Vision benefits
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
