Banking Consultant (Summer Temp) | Cold Spring, NY, USA

Banking Consultant (Summer Temp) | Cold Spring, NY, USA

Introduction

Are you looking for an opportunity to gain firsthand experience in the finance industry? Magnifi Financial Credit Union provides a welcoming and knowledgeable environment where you can enhance your understanding of deposit compliance, industry regulations, and the organization’s customer-centric approach. This temporary position offers a unique opportunity to learn, grow, and contribute to the thriving financial industry. To apply, visit www.mymagnifi.org/careers.

What This Role Entails

During this tenure, you can expect to assist our members with their banking needs, respond to their requests, problems or complaints in person, on the phone and by e-mail. You will have the chance to identify and recommend Credit Union products and services to members based on their financial needs. Part of your responsibilities will also include maintaining a cash drawer and creating professional and lasting relationships with members of the banking industry. You will also get to participate in community-related activities and attend regular branch meetings and training opportunities. Lastly, you will also work on assigned projects.

What You Will Learn

This experience will offer you an invaluable opportunity to gain a deep insight into Magnifi Financial’s member service standards and processing financial transactions accurately and efficiently. You will get to learn the ins and outs of Magnifi Financial’s products and working with financial institution products and procedures. Furthermore, you will gain experience in maintaining a cash drawer, selling and recommending products and services, and making referrals to other departments. You will also 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 Requirements

For this role, you need to have a high school diploma or equivalent or actively pursuing a high school diploma. A positive attitude, communication and relationship-building skills, ability to maintain confidentiality, and the ability to work in a fast-paced environment with constantly changing priorities with minimal direction are essential. Previous experience of six months in customer service is also required.

Schedule

This position is available for the Summer of 2026, from May/June to August. The end date will be determined upon the offer. You will be expected to work 40 hours per week, typically between 8 am and 5 pm from Monday to Friday, with rotating Saturdays from 9 am to noon.

Benefits and Pay Transparency

The role offers Paid Time Off (PTO)/Earned Sick and Safe Time (ESST) – beginning from the date of hire. The salary range is $16.95/hr. through $25.42/hr. Salaries vary based on factors such as location, internal equity, skills, experience, education, and qualifications for the role.

About Magnifi Financial

Magnifi Financial is a member-owned organization focused on making dreams come true for its members. With a vision of enhancing the lives of members and community through strength, service, and growth, it offers a collaborative, friendly environment that supports employee’s growth and development. Magnifi Financial has grown to more than 85,000 members, $2.5 billion in assets, over 400 employees, and over 26 branch locations throughout Minnesota and North Dakota. It remains committed to serving the members and communities.

Magnifi Financial is an Equal Opportunity Employer and respects the rights of all applicants pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. Source: Here

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John Wick

ABJ, a Senior Writer at All Banking, brings over 10 years of automotive journalism experience. He provides insightful coverage of the latest banking jobs across the American and European markets.
Picture of John Wick

John Wick

ABJ, a Senior Writer at All Banking, brings over 10 years of automotive journalism experience. He provides insightful coverage of the latest banking jobs across the American and European markets.
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