Magnifi Financial

Consultant

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

Virtual Banking Consultant I