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Banking Consultant I

Company: Magnifi Financial Credit Union
Location: Glenwood
Posted on: June 24, 2022

Job Description:

POSITION SUMMARYResponsible for consulting with Magnifi Financial members in person and on the phone. 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 including teller machine 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.
  • May process new account applications for basic consumer accounts.
  • 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.
  • 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
      The BenefitsWe 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 *
      • Leadership 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 *
      • Medical
      • Dental
      • Vision
      • Employer paid Life Insurance/AD&D
      • Employer paid Disability Insurance
      • Retirement Plan - Employer match up to 4%, eligible for annual profit sharing *
      • Paid Parental Leave
      • Bonus/Incentive Program
      • Health and Wellness Programs *Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

Keywords: Magnifi Financial Credit Union, Fargo , Banking Consultant I, Accounting, Auditing , Glenwood, North Dakota

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