Job · Fargo, ND · Full time

Banking Consultant II

Magnifi Financial Credit Union · $149.7M budget · 420 staff · Since 1939

Offers loans, deposits, and financial services to its members.

Before you apply

FY2024 · Form 990Independent: from IRS data, not the org
Pays its leaders
$264K–$1.1M
12 officers reported
Fine: from the org's Form 990.
Pt VII · Sec A
Budget
$141.6M
spent in FY2024
Fine: from the org's Form 990.
Pt I · Ln 18
Staff
420
employees
10 volunteers
Fine: from the org's Form 990.
Pt I · Ln 5–6
Surplus or deficit
+5%
of revenue, FY2024
Looks good: revenue was at least expenses in the latest filing.
Pt I · Ln 19
Cash reserves
21 mo
of spending, in cash and securities
Looks good: 21.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file
IRS status
501(c)(14)
tax-exempt since 1944
Looks good: listed by the IRS.
IRS BMF
Looks goodFineWorth a lookConcernTap a box for the reason.

About the role

The org's own posting, as written

POSITION SUMMARY

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

ESSENTIAL DUTIES

AND RESPONSIBILITIES • Assists members with all transactions. • 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. • Responsible for maintaining cash drawer, cash recycler and

Read the original listing on recruiting.ultipro.com

About Magnifi Financial Credit Union

From its Form 990