Banking Consultant

MAGNIFI FINANCIAL CREDIT UNION - Melrose, MN

Full-time - Entry Level

Melrose, MN

251-500 employees

About the position

The position involves consulting with Magnifi Financial members through various channels, including in-person, phone, and digital platforms. The role focuses on educating members about financial products and services, performing transactions accurately and courteously, and promoting digital solutions to enhance the banking experience.

Responsibilities

• Assist members with all routine transactions including teller machine transactions.
• Create a remarkable member experience by responding to member requests with expertise.
• Consult with members to identify and recommend Magnifi Financial products and services based on financial need.
• Make referrals to appropriate departments as necessary.
• Maintain cash drawer, cash recycler, and manage the day-to-day operation of ATM machines.
• Perform a wide range of account services including mobile deposit setup, mobile banking, credit and debit card activation, and handling inquiries.
• Encourage and coach members to adopt new digital solutions such as mobile banking and ATMs.
• May perform opening and/or closing duties for the branch.
• Participate in community relations efforts to enhance the visibility of Magnifi Financial.

Requirements

• Experience in customer service or financial services is preferred.
• Strong communication skills to effectively consult with members.
• Ability to handle cash and perform transactions accurately.
• Familiarity with digital banking solutions and technology.

Nice-to-haves

• Experience in a banking or credit union environment.
• Knowledge of financial products and services.

Benefits

• Opportunities for Training and Development
• Leadership Development
• Job Level Advancement
• Tuition Reimbursement
• 32 Hours Volunteer Paid Time Off
• Paid Time Off - 4 weeks per year for full-time employees
• Medical, Dental, Vision insurance
• Employer paid Life Insurance/AD&D
• Employer paid Disability Insurance
• Retirement Plan with Employer match up to 4%
• Annual profit sharing eligibility
• Paid Parental Leave
• Bonus/Incentive Program
• Health and Wellness Programs