Relationship Advisor

2 weeks ago

Overland Park, United States Mazuma Credit Union Full time
Mazuma is a local, award-winning Credit Union that has been in business since 1948. Our purpose is to make Kansas City a better place to live, work and bank Our philosophy is to treat our members and team members like family. We value diversity, positivity, creativity, and teamwork; and we believe our culture exhibits just that. It looks something like this:

A variety of soft skills and experience may be required for the following role Please ensure you check the overview below carefully.

Our team members have positive, fun attitudes
We are big fans of both team and self-development
We promote learning and growth
We appreciate progressive mindsets and creative thinking

Besides that, heres what else keeps team members here:
Up to 27 days off a year
10 paid Holidays
Mental Health Day
Anniversary Day
Monday-Friday schedule with alternating half-days on Saturday
All days No night shifts here
PTO starting on the first day
40 hours paid volunteer time
Traditional & Roth 401K with 5% match
All major benefits effective 1st of the month following first day with wellness discounts
Free Vision insurance
Free gym at our Headquarter location in Overland Park, available to all team members
Company paid life insurance, short term, and long-term disability
Employee Assistance Program
Annual Bonus program
Team Member Account & Loan discounts
We love to smile, which is why its in our logo

About the role

The Relationship Advisor Personal Banker is a unique title for a unique credit union. Our Relationship Advisor- Personal Bankers are front-line representatives of the member experience. They are the trusted advisors who help our members understand each product and service we offer and make the decisions that are right for them. Thats why we call them Relationship Advisors and not just Personal Bankers.

What youll do as the Relationship Advisor Personal Banker:

Deliver an amazing experience to our members, both internally and externally
Balance vault cash, drawers, cash recycling, and cash disbursement machines
Open and maintain new member personal and small business accounts, CDs, and IRAs
Open and maintain fiduciary accounts
Originate member consumer loan applications
Originate member dispute forms
Be awesome

To be successful as the Relationship Advisor Personal Banker we are looking for someone with:

1 year cash handling experience
1 year of sales and/or advising experience
1 year of customer service in the hospitality industry or financial institution experience
Demonstrated ability in lieu of experience will be considered for candidate

Other Skills:

Well-organized, good mathematical ability, with strong problem-solving and negotiation skills
Must be able to stand for up to 8 hours
Proficient knowledge of Windows and Microsoft Office software (Outlook, Word, and Excel)
Ability to multi-task

Education/Certifications/Licenses:

Minimum of High School Diploma, or equivalent

Mazuma Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

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