Member Banking Advisor | Digital Solutions Expert

Magnifi Financial

United States

On-site

USD 51,059,000 - 76,506,000

Full time

14 days+
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Benefits offered by this job

Tuition Reimbursement
Paid Time Off
Medical
Vision
Life Insurance
Disability Insurance
Retirement Plan
Profit Sharing
Health and Wellness Programs
Training and Development
Leadership Development
Job Level Advancement

Job summary

Magnifi Financial seeks a full-time Member Service Representative to assist members in person, by phone, and online. You will educate, recommend, and sell products and services, and perform daily transactions with accuracy and courtesy.

The role emphasizes digital solutions adoption, cash handling, ATM operations, and branch support, with opportunities for training, development and advancement.

Qualifications

  • 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.

Responsibilities

  • Assists members with all routine transactions.
  • Responds to member requests with expertise to provide resolutions.
  • Consults with members to identify and recommend Magnifi Financial products and services.
  • Maintains cash drawer, cash recycler and day-to-day ATM operation.
  • Performs account services including mobile and digital banking, card activations, transfers, loans funding, and more.
  • Encourages adoption of digital solutions (mobile/digital banking, ATMs).
  • May perform opening and/or closing duties for the branch.
  • Contributes to branch success and community relations.

Skills

Customer service
Sales experience
Communication skills
Cash handling

Education

High school diploma or equivalent
Two-year degree preferred

Tools

ATM operations
Mobile banking setup

Job description

Magnifi Financial seeks a full-time Member Service Representative to assist members in person, by phone, and online. You will educate, recommend, and sell products and services, and perform daily transactions with accuracy and courtesy.

The role emphasizes digital solutions adoption, cash handling, ATM operations, and branch support, with opportunities for training, development and advancement.

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