Virtual Banking Consultant I

Magnifi Financial

. Consult with Magnifi Financial members by phone and through digital channels .

Posted 10/14/2026full-timeUnited StatesMid-LevelSenior💰 $18 - $27 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer service skills and the ability to consult with members through various channels, while effectively managing financial transactions and promoting digital banking solutions.

Highest-signal resume keywords

Customer Service ExperienceSales ExperienceDigital Banking SolutionsTransaction ProcessingMember Consultation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Transaction ProcessingMobile Deposit SetupPhone Banking SetupDigital Banking SetupAccount UpdatesStop Payments ProcessingCheck Orders Processing

Soft Skills

Courteous CommunicationProblem ResolutionCoaching Skills

Industry Keywords

Financial ProductsMember TransactionsCommunity RelationsReferral Management

About the role

Key responsibilities & impact

Consult with Magnifi Financial members by phone and through digital channels
Educate, recommend, and offer products, services, and digital solutions
Perform member transactions in a timely, accurate, and courteous manner
Assist members with routine transactions and resolve member requests
Identify and recommend financial products and services based on member needs
Make referrals to appropriate departments
Respond to and resolve inquiries through telephone and electronic channels
Set up mobile deposit, phone banking, and digital banking
Activate and troubleshoot credit and debit cards
Process transfers, account updates, stop payments, and check orders
Liaise between members and internal departments
Collaborate with departments to improve processes and procedures
Encourage and coach members to adopt mobile and digital banking solutions
Participate in community relations efforts

Requirements

What you’ll need

High school diploma or currently pursuing a high school diploma required
Customer service and/or sales experience required
Candidates must live in MN, WI, or ND
Position requires occasional on-site work
Ability to consult with members by phone and through digital channels
Ability to perform transactions accurately and courteously
A two-year degree is preferred

Benefits

Comp & perks

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 - starting at 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