Relationship Advisor-Personal Banker (Troost)

Mazuma Credit Union; Kansas City (MO); On-site; USD 25,000 - 36,000; Full time

Benefits offered by this job

27 days off

10 holidays

Mental Health Day

Annual Bonus

401K with match

Vision insurance

Gym access

Volunteer time

Life and disability

EAP

Job summary

Mazuma Credit Union is hiring a Relationship Advisor – Personal Banker in Kansas City, MO. You will be the first point of contact for Members, offering guidance, presenting financial solutions, and fostering long-term relationships. This role emphasizes service, accuracy, and a proactive, Member-focused mindset.

The position supports a Monday–Friday schedule with some weekend coverage and a strong emphasis on teamwork, growth, and a positive culture within Mazuma.

Qualifications

• 1 year cash handling experience or demonstrated equivalent
• 1 year of sales and/or advising experience
• 1 year of customer service in hospitality or financial context

Responsibilities

• 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 dispensing equipment per procedures.
• Open, service and maintain personal and small business accounts, CDs and IRAs.
• Open and maintain fiduciary accounts while ensuring compliance with procedures.
• Assist Members applying for consumer loans and guide them 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 goals.

Skills

Cash handling

Sales/advising

Customer service

Education

High School Diploma

Tools

Windows & Office

Job description

Job Details

• Job Location: Troost - Kansas City, MO 64131-3008


• Position Type: Full Time


• Salary Range: $18.34 - $25.79 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.

Company Culture

• 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

Benefits

• 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.

Responsibilities

• 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.

Requirements

• 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.