POSITION SUMMARY

Responsible for consulting with Magnifi Financial members. Educates, recommends and offers 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.

• 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, mobile banking and digital banking, credit and debit card activation, debit card inquiries, transfers, handling debit card inquiries, address changes, stop payments, transfers, check orders, etc.

• Acts as a liaison between members and other internal departments. Collaborates with other departments to improve processes.

• Transforms the way banking is done by encouraging and coaching members to adopt new digital solutions (mobile banking and 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