Banking Consultant (Temp)
About The Position
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! 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. You will gain experience processing financial transactions accurately and efficiently. You will learn the ins and outs of Magnifi Financial’s products and gain experience working with financial institution products and procedures. You will gain experience maintaining a cash drawer. You will learn about the Magnifi Financial sales process and gain experience selling and recommending products and services and making referrals to other departments. You will 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.
Benefits
- Paid Time Off (PTO)/Earned Sick and Safe Time (ESST) – Begin accruing upon date of hire.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
