Virtual Banking Consultant - Remote; MN Resident Only (8-18 hours per week)

Work set-up: 
Full Remote
Contract: 
Work from: 

Offer summary

Qualifications:

High school diploma or current pursuit of one; two-year degree preferred., Customer service and/or sales experience required., Ability to educate members on digital banking solutions., Strong communication and interpersonal skills..

Key responsibilities:

  • Assist members with routine transactions and inquiries.
  • Recommend and promote banking products and digital solutions.
  • Respond to member requests via phone and electronic channels.
  • Collaborate with internal departments to improve processes.

Magnifi Financial logo
Magnifi Financial https://mymagnifi.org
201 - 500 Employees
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Job description

POSITION SUMMARY

Responsible for consulting with Magnifi Financial members. Educates, recommends and offers products, services and digital solutions to members. Performs member transactions in a timely, accurate and courteous manner. 

 

ESSENTIAL DUTIES AND 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.

 

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

 

BENEFITS

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 - Begin accruing upon date of hire for a total of 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 *

 

PAY 

Salary Range: $17.12/hr. through $25.68/hr.

Salaries vary based on factors such as location, internal equity, skills, experience, education, and qualifications for the role. 

Total compensation package varies based on position and may include bonuses, performance-based incentives, commission, and/or discretionary bonuses.

 

WHO WE ARE

At Magnifi Financial, we offer a collaborative, friendly environment where we support our employee's growth and development, and create a positive work atmosphere.  As a member-owned organization, we are focused on making dreams come true for our members. Our vision is enhancing the lives of members and community through strength, service and growth. Magnifi Financial has grown to more than 90,000 members, over $2 billion in assets, over 400 employees, and over 25 branch locations throughout Minnesota. But what hasn’t changed is our focus on the members and communities we serve. 

Required profile

Experience

Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Customer Service
  • Consulting
  • Communication
  • Coaching
  • Time Management
  • Teamwork

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