Magnifi Financial is a member-owned, not-for-profit credit union serving communities across parts of Minnesota, North Dakota, and Wisconsin. Its banking services span checking and savings, mortgages, auto and personal loans, credit cards, wealth planning, and business banking. Members can also manage their finances through digital tools for mobile and online banking, account opening, Zelle transfers, fraud prevention, and personal financial management. The organization supports local communities through volunteer programs, its foundation, and charitable work focused on food, shelter, and clothing.
Virtual Banking Consultant I
Support Magnifi Financial members by phone and through digital banking channels. Recommend financial products and help members use mobile and online banking services.
Apraksts
- Advise members through phone and digital channels.
- Explain and recommend products, services, and digital banking options.
- Complete member transactions accurately, promptly, and courteously.
- Handle routine transactions and resolve member requests.
- Recommend financial products and services suited to members’ needs.
- Refer members to the appropriate departments.
- Answer and resolve inquiries by phone and electronically.
- Set up mobile deposits, phone banking, and digital banking.
- Activate and troubleshoot debit and credit cards.
- Process transfers, account changes, stop payments, and check orders.
- Coordinate between members and internal departments.
- Work with departments to improve processes and procedures.
- Encourage and guide members in using mobile and digital banking.
- Take part in community relations activities.
Prasības
- A high school diploma or current enrollment in high school is required.
- Customer service and/or sales experience is required.
- Applicants must reside in Minnesota, Wisconsin, or North Dakota.
- Occasional on-site work is required.
- Ability to advise members by phone and through digital channels.
- Ability to complete transactions accurately and courteously.
- A two-year degree is preferred.
Priekšrocības
- Training and professional development opportunities.
- Leadership development.
- Advancement to higher job levels through training and development.
- Tuition reimbursement.
- 32 hours of paid volunteer time off.
- Paid time off starting at four weeks annually for full-time employees, prorated for part-time employees.
- Medical insurance.
- Dental insurance.
- Vision insurance.
- Employer-paid life insurance and AD&D coverage.
- Employer-paid disability insurance.
- Retirement plan with an employer match of up to 4%, with eligibility for annual profit sharing.
- Paid parental leave.
- Bonus and incentive program.
- Health and wellness programs.