Virtual Banking Consultant I

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

Benefits offered by this job

Tuition Reimbursement

Paid Time Off 4 weeks (FT)

Volunteer Time Off 32 hours

Retirement Plan with employer match

Job summary

Magnifi Financial seeks a Virtual Banking Consultant I to assist members remotely across MN, WI, and ND, handling routine transactions and guiding digital solutions. The role may require occasional on-site work and is rooted in delivering excellent service over phone and digital channels.

Responsibilities include identifying member needs, recommending Magnifi Financial products, and collaborating with internal teams to ensure smooth transactions and a seamless digital experience for members.

Qualifications

• High school diploma or currently pursuing one.
• Customer service and/or sales experience required.

Responsibilities

• Assist members with routine transactions.
• Deliver a remarkable member experience by resolving requests with expertise.
• Consult with members to identify and recommend Magnifi Financial products based on financial need; make referrals.
• Respond to inquiries over the phone and via digital channels.
• Perform account services: mobile deposits, phone banking, digital banking, card activations and troubleshooting, transfers, updates, stop payments, and check orders.
• Collaborate with other departments to improve processes and promote digital solutions.

Skills

Customer service

Sales experience

Education

High school diploma

Two-year degree preferred

Job description

Virtual Banking Consultant I (MN, WI, or ND Residents Only)

Job Category: Member Services

Requisition Number: VIRTU002720

• Posted : September 30, 2026
• Full-Time
• Remote

Locations

Showing 1 location

Description

*Internal applicants currently in a BC II or BC III position who apply for and are selected for the VBC I position may retain their current II or III level, as applicable.

POSITION SUMMARY

Responsible for consulting with Magnifi Financial members on the phone and through digital channels. Educates, recommends and offers products, services and digital solutions to members. Performs member transactions in a timely, accurate and courteous manner. This position may be worked remotely by candidates who live in MN, WI, or ND. Position requires occasional on-site work.

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.
• 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.

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

BENEFITS

We are committed to investing in our team! Magnifi Financial offers benefits that help everyone achieve their full potential. Full-time employees are eligible for the following benefits (benefits with an asterisk are also available to eligible part-time positions):

• 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.