You are viewing a preview of this job. Log in or register to view more details about this job.

Relationship Advisor - Personal Banker

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 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, here’s 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 it’s 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. That’s why we call them Relationship Advisors and not just Personal Bankers.
What you’ll 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

·      Minimum of High School Diploma, or equivalent