Relationship Advisor - Personal Banker (Olathe Branch)

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:

Our Team Members consistently show a Positive, Fun Attitude! You will always see us smiling, which is why we put it in our logo. We are always being respectful in interactions with our Members and other Team Members. Of course, our behavior and appearances are workplace appropriate, and this position should lead this value by example.

We are proactive collaborators and big fans of Teamwork! We embrace the opportunity to work with others and are punctual and dependable. We have strong people skills, take initiative, and aren’t afraid to make decisions-even some of the difficult ones. Did we say productive? We’re super productive.

Self-development and the development of others is part of our Learning & Growth! We take initiative in not only our own learning and growth but also the growth of the Team Members around us. We know our responsibilities and are not afraid to try new things.

We appreciate Creativity & Progressive Mindsets! If you can think outside the norm, introduce new ideas, and proactively solve problems, you’ll fit in just fine around here. We like to consider ourselves positive agents of change that embraces Team direction.

Besides that, here’s what else keeps Team Members here:

• Up to 27 days off a year, including:
  • 10 paid Holidays
  • Mental Health Day
  • Anniversary Day
  • PTO starting on the first day
• 40 hours of Paid Volunteer Time per year
• Traditional & Roth 401K with company match
• Medical, Dental, and Vision benefits effective 1st of the month following first day
• Wellness credit available for Medical premiums
• Company paid benefits including:
  • Basic Life and AD&D Insurance
  • Short-Term Disability Insurance
  • Long-Term Disability Insurance
  • Vision Insurance
  • Maternity & Menopause Support Programs
  • Employee Assistance Program
• On-Site Gym at our Headquarters location in Overland Park
• Discretionary Stakeholders bonus program
• Attractive interest rates on Team Member checking & Team Member money market accounts
• Consumer and mortgage loan discounts
• We love to smile, which is why it’s in our logo

Role:

To provide exceptional member service and build strong relationships by offering personalized financial solutions and guidance to members of Mazuma Credit Union.  This role focuses on understanding Member needs, recommending appropriate products and services, and processing transactions accurately and efficiently.  The Relationship Advisor will contribute to the overall success of the branch by achieving individual and team sales goals while adhering to all credit union policies and procedures.

Essential Functions & Responsibilities:

• Provide outstanding Member service by greeting Members warmly, actively listening to their needs, and offering personalized product recommendations and solutions.
• Process a variety of financial transactions accurately and efficiently, including deposits, withdrawals, loan payments, check cashing, and account transfers.
• Open new accounts, including checking, savings, money market, certificates of deposit, and individual retirement accounts (IRAs), ensuring proper documentation and compliance.
• Proactively identify and recommend appropriate Credit Union products and services to members based on their individual financial needs and goals, such as loans, credit cards, and online banking.
• Achieve individual and team sales goals by actively promoting Credit Union products and services and participating in sales campaigns.
• Maintain accurate records and documentation of all transactions and Member interactions.
• Resolve Member inquiries and concerns in a timely and professional manner, escalating complex issues to management as needed.
• Stay informed about Mazuma products, services, policies, and procedures, as well as industry best practices and regulatory changes.
• Adhere to all Mazuma security protocols and procedures to protect Member information and assets.
• Maintain a professional and organized work environment and contribute to a positive team atmosphere.
• Participate in ongoing training and development opportunities to enhance skills and knowledge.

Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Competencies:

• Job & Technical Expertise
• Results Orientation
• Member Service & Retention
• Personal Accountability
• Communication & Interpersonal Skills
• Teamwork & Collaboration
• Develops Self & Others
• Strategic Thinking & Vision

Culture Expectations:

1. Positive, Fun Attitude – Consistently demonstrates a positive attitude, always being respectful in interactions with Members and Team Members.  Behavior and appearance should be appropriate and should lead by example. 
2. Teamwork – Proactive collaborator who embraces the opportunity to work with others.  Punctual and dependable.  Able to manage conflict well amongst Team Members and Members.  Demonstrates strong people skills, initiative, and decision-making ability.  Productivity meets or exceeds expectations for the position.
3. Learning & Growth – Demonstrates initiative in not only self-development, but the development of others.  Possess superior knowledge of the responsibilities and tasks in the department and can apply and share learning. 
4. Creativity & Progressive Mindset – Able to think outside the norm, introduce new ideas, and proactively solve problems.  Positive change agent that embraces team direction. 

Knowledge and Skills:

Required Experience:

• Minimum of 1 year of experience in customer service, preferably in a financial institution.
• Proven track record of achieving sales goals and building strong customer relationships.
• Experience with handling cash and balancing transactions accurately.

Preferred Experience:

• Proficiency in using financial software and systems.
• Experience with opening and closing accounts, processing loan applications, and providing financial advice to customers.
• 1 year of financial institution experience/retail banking strongly preferred.

Education:

Required Education:

• High school diploma or equivalent.

Preferred Education:

• Associate degree or bachelor’s degree in a related field.
   

Other Skills:

• Excellent communication, interpersonal, and customer service skills.
• Strong sales aptitude and ability to identify customer needs and offer appropriate financial products and services.
• Ability to handle multiple tasks simultaneously and prioritize effectively in a fast-paced environment.
• Strong attention to detail and accuracy in handling financial transactions.
• Ability to maintain confidentiality and adhere to strict ethical guidelines.
• Proficiency in Microsoft Office Suite, including Word, Excel, and PowerPoint.
• Ability to work independently and as part of a team.
• Strong problem-solving and decision-making skills.
• Ability to adapt to changing regulations and procedures within the financial industry.
• Willingness to participate in ongoing training and professional development.

Physical Requirements:

Must be able to stand and walk for extended periods of time and be able to bend, stoop, and reach. Ability to lift 25 lbs. Must be able to routinely perform work on computer for an average of 6-8 hours per day. Must be capable of climbing/descending stairs in emergency situations. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable, and timely attendance, including Saturdays.

Work Environment:

Must be able to routinely perform work indoors in a climate-controlled shared work environment with minimal noise.

Mazuma Credit Union is an equal opportunity employer and will consider all application without regard to race, marital status, sex, age, color, religion, national origin, veteran status, disability of any other characteristic protected by law. Mazuma participates in eVerify.