Remote Banking Consultant I: Digital Solutions Advisor

Magnifi Financial Credit Union; Sartell (MN); Remote; USD 25,000 - 37,000; Full time

Benefits offered by this job

Tuition Reimbursement

32 Hours Volunteer Paid Time Off

Paid Time Off - starting at 4 weeks

Employer paid Disability Insurance

Retirement Plan - Employer match up to

Job summary

Magnifi Financial invites applications for a Virtual Banking Consultant I. The role centers on advising members via phone and digital channels, promoting Magnifi Financial products, and performing routine transactions with precision and courtesy.

Remote work is possible for MN, WI, or ND residents, with occasional on-site requirements as needed. The position requires a high school diploma (or current pursuit) and customer service or sales experience.

Qualifications

• High school diploma or currently pursuing a high school diploma required, two-year degree preferred
• Customer service and/or sales experience required

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.
• Responds and resolves member inquiries and requests over the telephone and through other electronic channels.
• Performs a wide range of account services including, but not limited to setting up mobile deposit, phone banking and digital banking, credit and debit card activation, credit and debit card troubleshooting, transfers, account updates, stop payments and check orders.
• Acts as a liaison between members and other internal departments. Collaborates with other departments to improve processes and procedures.
• Transforms the way banking is done by encouraging and coaching members to adopt new digital solutions (mobile banking, digital banking).
• Contributes to the mission and visibility of Magnifi Financial by actively participating in community relations efforts.

Skills

Customer service

Sales experience

Digital banking

Education

High school diploma

Job description

Magnifi Financial invites applications for a Virtual Banking Consultant I. The role centers on advising members via phone and digital channels, promoting Magnifi Financial products, and performing routine transactions with precision and courtesy.

Remote work is possible for MN, WI, or ND residents, with occasional on-site requirements as needed. The position requires a high school diploma (or current pursuit) and customer service or sales experience.