Banking Consultant II

Position Summary

Responsible for consulting with Magnifi Financial members in person, on the phone and through digital channels. Educates, recommends, and sells products and services to members, including digital solutions. Performs member transactions in a timely, accurate and courteous manner.

• Assists members with all 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.
• Troubleshoots and helps solve member issues.
• Initiates wires within approval limits.
• Processes 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.
• Any additional projects or duties as assigned.
• Contributes to the overall success of the branch.
• Contributes to the mission and visibility of Magnifi Financial by actively participating in community relations efforts.

• Assists members with all 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.
• Troubleshoots and helps solve member issues.
• Initiates wires within approval limits.
• Processes 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.
• Any additional projects or duties as assigned.
• Contributes to the overall success of the branch.
• Contributes to the mission and visibility of Magnifi Financial by actively participating in community relations efforts.

• High school diploma required; two-year degree preferred
• 6 months experience in a financial institution required (for Level II designation/pay range)
• Customer service and/or sales experience required
• Notary Public designation in this position is optional

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 *
• 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…