Virtual Banking Consultant I

Summary: Magnifi Financial is a member-owned organization focused on enhancing the lives of members and the community. The Virtual Banking Consultant I is responsible for consulting with members through phone and digital channels, educating them on products and services, and performing transactions accurately and courteously. 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 Required Qualifications: - High school diploma or currently pursuing a high school diploma required - Customer service and/or sales experience required Preferred Qualifications: - two-year degree preferred Required Skills: Customer service experience, Sales experience Important Skills: Digital banking solutions, Mobile banking Nice-to-Have Skills: Communication skills Benefits: 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