Banking Consultant (Summer Temp) jobs in United States
cer-icon
Apply on Employer Site
company-logo

Magnifi Financial · 23 hours ago

Banking Consultant (Summer Temp)

Magnifi Financial is a member-owned credit union focused on enhancing the lives of its members and communities. The Banking Consultant role offers a temporary opportunity to assist members with banking needs, respond to inquiries, and recommend credit union products and services while gaining valuable experience in the finance industry.

BankingFinancial ServicesWealth Management
check
Comp. & Benefits

Responsibilities

Assist our members with their banking needs
Respond to member requests, problems or complaints in person, on the phone and by e-mail
Use the sales process to identify and recommend Credit Union products and services to members based on financial need
Maintain a cash drawer
Create professional and lasting relationships with members of the banking industry
Participate in community related activities
Attend regular branch meetings
Attend training opportunities
Work on projects as assigned

Qualification

Customer service experienceDeposit compliance knowledgeCommunication skillsRelationship buildingPositive attitudeConfidentialityWork under pressure

Required

High school diploma or equivalent or actively pursuing a high school diploma
Positive attitude
Communication and relationship building skills, including the ability to positively reflect Magnifi Financial's image in the community and the marketplace
Ability to maintain confidentiality
Ability to work in a fast-paced environment with constantly changing priorities with minimal direction
Six months' customer service experience

Benefits

Paid Time Off (PTO)/Earned Sick and Safe Time (ESST) – Begin accruing upon date of hire.

Company

Magnifi Financial

twittertwittertwitter
company-logo
Magnifi Financial is a member-owned financial services cooperative headquartered in Melrose, Minnesota.

Funding

Current Stage
Growth Stage

Leadership Team

leader-logo
jerry cross
President/CEO
linkedin
leader-logo
Brent Lundell
VP SBA CBO II
linkedin
Company data provided by crunchbase