Relationship Advisor-Personal Banker (Midtown Branch) (63380)

Mazuma Credit Union; Kansas City (MO); Vor Ort; USD 25.000 - 28.000; Vollzeit

Benefits dieser Stelle

Paid time off

401K with match

Vision insurance

Annual Bonus program

Gym at HQ

Life insurance

Disability coverage

Employee Assistance Program

Volunteer time off

Zusammenfassung

Mazuma Credit Union in Kansas City, MO is seeking a Relationship Advisor – Personal Banker who will serve members, identify financial needs, and provide personalized solutions. You’ll be among the first points of contact, guiding members through options and building lasting relationships.

This full-time role offers a comprehensive benefits package, including paid time off, 401K with match, vision insurance, and growth opportunities. Strong cash handling and customer-service mindset preferred.

Qualifikationen

• Minimum of 1 year cash handling experience.
• 1 year of sales and/or advising experience.
• 1 year of customer service in hospitality or financial setting.

Aufgaben

• Deliver an exceptional experience to Members by identifying financial needs and providing personalized solutions.
• Process Member transactions accurately and efficiently while maintaining service quality.
• Open, service, and maintain personal and small business accounts, CDs, and IRAs.
• Open and maintain fiduciary accounts ensuring regulatory compliance.
• Assist Members with consumer loans and guide them through the lending process.
• Educate Members on digital banking tools, products, and services.
• Collaborate with team to support branch goals and maintain a positive environment.

Kenntnisse

Cash handling

Sales experience

Customer service

Ausbildung

High School Diploma

Tools

Windows

MS Office (Outlook, Word, Excel)

Jobbeschreibung

Job Details: Job Location: Midtown - Kansas City, MO 64130-2320, Position Type: Full Time, Salary Range: $18.00 - $20.00 Hourly, 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 more than a banker. They are a relationship builder, problem solver, educator, and advocate for our Members.

As one of the first people our Members turn to for guidance, Relationship Advisors help Members understand their options, identify solutions that meet their needs, and feel confident about their decisions. Every interaction is an opportunity to strengthen relationships and improve lives.

That’s why we’re proud to call them Relationship Advisors. Because at Mazuma, relationships come first.

What you’ll do as the Relationship Advisor – Personal Banker

• Deliver an exceptional experience to Members by identifying financial needs and providing personalized solutions.
• Process Member transactions accurately and efficiently while maintaining a high level of service.
• Balance vault cash, teller drawers, cash recyclers, and cash dispensing equipment in accordance with established procedures.
• Open, service, and maintain personal and small business accounts, certificates of deposit (CDs), and individual retirement accounts (IRAs).
• Open and maintain fiduciary accounts while ensuring compliance with applicable regulations and procedures.
• Assist Members applying for consumer loans, guiding Members through the lending process.
• Assist Members with account disputes and complete required dispute documentation.
• Educate Members on digital banking tools, products, and services that support their financial goals.
• Collaborate with Team Members to support branch goals and create a positive, Member-focused environment.
• Bring a positive attitude, a willingness to learn, and a commitment to being awesome every day.
• Bring enthusiasm, teamwork, and a passion for helping Members succeed.
• Contribute to a positive team culture and make every interaction count.
• Be the reason Members look forward to visiting Mazuma.

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, with strong problem-solving skills
• Proficient knowledge of Windows and Microsoft Office software (Outlook, Word, and Excel)
• Ability to multi-task
• Attention to detail
• Accuracy

Education/Certifications/Licenses

• Minimum of High School Diploma, or equivalent

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.