Banking Consultant (Temp)

Magnifi Financial•St. Joseph, MN

1d•Onsite

About The Position

Magnifi Financial Credit Union is seeking a Banking Consultant for a temporary position. This role offers firsthand experience in the finance industry, focusing on increasing knowledge of deposit compliance and industry regulations, and gaining a broad understanding of the organization's service-first priority. The consultant will assist members with banking needs, handle requests and complaints, recommend Credit Union products, maintain a cash drawer, build professional relationships, and participate in community activities, while also attending meetings and training. The position emphasizes learning Magnifi Financial's member service standards, processing financial transactions, understanding financial institution products and procedures, and applying deposit compliance 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.
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.