Banking Consultant (Summer Temp)

Magnifi Financial•Cold Spring, MN

4d•$17 - $25

About The Position

Your world in focus! Work with a welcoming and knowledgeable team at Magnifi Financial Credit Union to help you gain firsthand experience in the finance industry. In this position you can expect to increase knowledge of deposit compliance and industry regulations and gain a broad understanding of the organization and how service is our number one priority! Through this temporary position, you will have the opportunity to: Assist our members with their banking needs. Respond to member requests, problems or complaints in person, on the phone and by e-mail. Use the sales process to identify and recommend Credit Union products and services to members based on financial need. Maintain a cash drawer. Create professional and lasting relationships with members of the banking industry. Participate in community related activities. Attend regular branch meetings. Attend training opportunities. Work on projects as assigned. What will you learn from this experience? You will... Learn the Magnifi Financial member service standards and gain experience working with members in a professional environment in person and on the phone. Gain experience processing financial transactions accurately and efficiently. Learn the ins and outs of Magnifi Financial’s products and gain experience working with financial institution products and procedures. Gain experience maintaining a cash drawer. Learn about the Magnifi Financial sales process and gain experience selling and recommending products and services and making referrals to other departments. Learn about deposit accounts as well as deposit compliance and industry regulations, including but not limited to BSA, Reg D, Reg CC, etc. and gain experience applying these regulations.

Requirements

High school diploma or equivalent or actively pursuing a high school diploma.
Positive attitude.
Communication and relationship building skills, including the ability to positively reflect Magnifi Financial’s image in the community and the marketplace.
Ability to maintain confidentiality.
Ability to work in a fast-paced environment with constantly changing priorities with minimal direction.
Six months' customer service experience.

Responsibilities

Assist our members with their banking needs.
Respond to member requests, problems or complaints in person, on the phone and by e-mail.
Use the sales process to identify and recommend Credit Union products and services to members based on financial need.
Maintain a cash drawer.
Create professional and lasting relationships with members of the banking industry.
Participate in community related activities.
Attend regular branch meetings.
Attend training opportunities.
Work on projects as assigned.