What are the responsibilities and job description for the Banking Consultant I position at Magnifi Financial?
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.
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.
• 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
