Banking Consultant (Summer Temp)

Your world in focus! Work with a welcoming and knowledgeable team at Magnifi Financial Credit Union to help you gain firsthand experience in the finance industry. In this position you can expect to increase knowledge of deposit compliance and industry regulations and gain a broad understanding of the organization and how service is our number one priority!

Through this temporary position, you will have the opportunity to:

• 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.

What will you learn from this experience? You will...

• Learn the Magnifi Financial member service standards and gain experience working with members in a professional environment in person and on the phone.

• Gain experience processing financial transactions accurately and efficiently.

• Learn the ins and outs of Magnifi Financial’s products and gain experience working with financial institution products and procedures.

• Gain experience maintaining a cash drawer.

• Learn about the Magnifi Financial sales process and gain experience selling and recommending products and services and making referrals to other departments.

• Learn about deposit accounts as well as deposit compliance and industry regulations, including but not limited to BSA, Reg D, Reg CC, etc. and gain experience applying these regulations.

Education and Experience:

• 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.

Schedule:

• Summer 2025 (May/June – August). End date to be determined upon offer.

• 40 hours per week. Typically between 8 am and 5 pm; Monday through Thursday, with rotating weekends – Fridays until 6 pm and Saturdays 8 am to noon.

Salary Range:

• $16.31 to $24.46 per hour.
• Salaries vary based on factors such as location, internal equity, skills, experience, education, and qualifications for the role.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)