Banking Consultant I

Magnifi Financial Credit Union; West Fargo (ND); Hybrid; USD 25,000 - 37,000; Full time

Benefits offered by this job

Tuition Reimbursement

Paid Time Off

Employer paid Disability Insurance

Retirement Plan - Employer match up to

Health and Wellness Programs

Job summary

Magnifi Financial Credit Union is hiring a Member Services Representative to consult with members in person, by phone, and through digital channels. You will educate, recommend, and sell products and services to members, including digital solutions, and perform member transactions accurately and courteously.

The role emphasizes delivering a remarkable member experience, supporting mobile and online banking, ATM operations, and referrals to the appropriate departments.

Qualifications

• High school diploma or currently pursuing one; two-year degree preferred.
• Customer service and/or sales experience required.
• Notary Public designation in this position is optional.

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.
• Maintains cash drawer, cash recycler and day-to-day operation of ATM machines.
• Performs account services including mobile deposit, mobile banking and digital banking activities.
• Promotes digital solutions to members and supports transitions to mobile and online banking.
• May perform opening and/or closing duties for the branch.
• Contributes to branch success and community relations.

Skills

Customer service

Sales experience

Education

High school diploma

Two-year degree preferred

Job description

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.

ESSENTIAL DUTIES AND 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.
• Responsible for maintaining 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, transfers, check orders, etc.
• Transforms the way banking is done by encouraging and coaching members to adopt new digital solutions (mobile banking, digital banking, ATM’s).
• May perform opening and/or closing duties for the branch.
• Any additional projects or 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 *
• 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 FT; prorated for PT *
• Employer paid Disability Insurance
• Retirement Plan - Employer match up to 4%, eligible for annual profit sharing *
• Health and Wellness Programs *

Pay Transparency:

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.

Who We Are:

At Magnifi Financial, we offer a collaborative, friendly environment where we support our employee's growth and development, and create a positive work atmosphere.As a member-owned organization, we are focused on making dreams come true for our members. Our vision is enhancing the lives of members and community through strength, service and growth.

Magnifi Financial has grown to more than 85,000 members, $2.4 billion in assets, over 400 employees, and over 25 branch locations throughout Minnesota. But what hasn’t changed is our focus on the members and communities we serve.

ACKNOWLEDGEMENT

This Job Description is intended to be an accurate reflection of the principal elements of the job for which it was written. It should not be construed as a description of all requirements but merely a guideline. It will be updated from time to time to reflect changes and/or additions. One may be required to perform other duties as assigned by a supervisor or management. This job description is not a contract for employment, and either you or Magnifi Financial may terminate employment at any time, for any reason.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.