Banking Consultant I
Core
Front-line banking consultant providing in-person, phone, and digital support to members, selling financial products, and operating branch equipment.
Role type
Entry-level banking consultant (IC)
Builds
Member transactions, digital adoption, and branch operations
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Customer service, sales, routine transaction processing, ATM operation, digital banking setup, account services
Preferred skills
Two-year degree, Notary Public designation
Technologies
Mobile deposit, mobile banking, digital banking, ATM machines, credit/debit card systems
Responsibilities
Assist members with routine transactions; recommend and sell Magnifi Financial products; maintain cash drawer and ATM operations; coach members to adopt digital solutions; perform branch opening/closing duties
Seniority
Entry-level, hands-on IC