Banking Consultant I

About the role

Responsible for consulting with Magnifi Financial members in person, on the phone and through digital channels. Educates, recommends, and sells products and services to members, including digital solutions. Performs member transactions in a timely, accurate and courteous manner.

Responsibilities

• Assists members with all routine transactions.
• Creates a remarkable member experience by responding and providing resolutions to member requests with expertise.
• Consults with members to identify and recommend Magnifi Financial products and services based on financial need.
• Makes referrals to appropriate departments.
• Maintains cash drawer, cash recycler and the day-to-day operation of ATM machines (deposit and restocking of ATM).
• Performs a wide range of account services including, but not limited to:
  • Setting up mobile deposit, mobile banking and digital banking
  • Credit and debit card activation
  • Debit card inquiries
  • Transfers
  • Funding loans
  • Handling debit card inquiries
  • Address changes
  • Stop payments
  • Check orders
• Encourages and coaches members to adopt new digital solutions (mobile banking, digital banking, ATMs).
• May perform opening and/or closing duties for the branch.
• Performs other duties as assigned.
• Contributes to the overall success of the branch.
• Contributes to the mission and visibility of Magnifi Financial by actively participating in community relations efforts.

Education and Experience

• High school diploma or currently pursuing a high school diploma required
• Two-year degree preferred
• Customer service and/or sales experience required
• Notary Public designation in this position is optional

Benefits

• Opportunities for Training and Development
• Leadership Development
• Job Level Advancement (ability to move up in your position through training and development)
• Tuition Reimbursement
• 32 Hours Volunteer Paid Time Off
• Paid Time Off - starting at 4 weeks per year for full-time; prorated for part-time
• Medical, Dental, Vision
• Employer paid Life Insurance/AD&D
• Employer paid Disability Insurance
• Retirement Plan - Employer match up to 4%, eligible for annual profit sharing
• Health and Wellness Programs
• Pay Transparency

Pay

Salary range: $17.80/hr. through $26.70/hr. Salaries vary based on factors such as location, internal equity, skills, experience, education, and qualifications for the role. Total compensation package varies based on position and may include bonuses, performance-based incentives, commission, and/or discretionary bonuses.