Banking Consultant II

Little Falls Branch • Little Falls, MN

3d

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, and completes member transactions accurately, promptly, and courteously. The consultant supports members with account services and troubleshooting, helps them adopt digital banking tools, and contributes to the success and community presence of the branch.

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 transactions and provide courteous, timely service.
• Respond to member requests and provide resolutions with expertise 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 mobile deposit, mobile and digital banking setup, card activation and inquiries, 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.
• 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 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% and 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: Mid Level
• Education Level: High school or GED