Banking Consultant I: Digital Solutions & Member Experience

Socket.dev

Waite Park (MN)

On-site

USD 25,000 - 37,000

Full time

7 days ago
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Benefits offered by this job

Tuition Reimbursement
Paid Time Off
Medical Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
401(k) Retirement with employer match

Job summary

Magnifi Financial is seeking a Branch Member Service Associate in Minnesota to assist members in person, by phone, and through digital channels. You will educate, recommend, and sell banking products and services while handling routine transactions with accuracy and courtesy.

Responsibilities include maintaining cash drawer and ATM operations, enabling mobile and digital banking, activating cards, and guiding members to adopt digital solutions.

Qualifications

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

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.

Skills

Customer service

Education

High school diploma
Two-year degree preferred

Job description

Magnifi Financial is seeking a Branch Member Service Associate in Minnesota to assist members in person, by phone, and through digital channels. You will educate, recommend, and sell banking products and services while handling routine transactions with accuracy and courtesy.

Responsibilities include maintaining cash drawer and ATM operations, enabling mobile and digital banking, activating cards, and guiding members to adopt digital solutions.

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