Relationship Advisor - Personal Banker
Mazuma Credit Union, Kansas City, MO, United States
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 paidbenefits including:
Basic Lifeand 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 Headquarterslocation 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:
The Relationship Advisor is responsible for delivering exceptional member service and fostering strong, lasting relationships with Members of Mazuma Credit Union. This role centers on gaining a deep understanding of each Member’s financial needs and providing personalized guidance and solutions tailored to those needs. The Relationship Advisor will recommend appropriate credit union products and services, ensuring that all offerings align with the individual financial goals of each Member.
In addition to providing financial guidance, the Relationship Advisor processes a variety of financial transactions with accuracy and efficiency. The position plays a key part in supporting the success of the branch by working to achieve both individual and team sales and production goals, while ensuring strict adherence to all established credit union policies and procedures.
The Relationship Advisor may also perform the essential functions of a Relationship Builder within the branch, such as teller transaction processing.
Essential Functions & Responsibilities
Member Service and Engagement:
As a Relationship Advisor, it is essential to provide outstanding service to all Members. This begins with greeting Members warmly upon arrival, actively listening in order to understand their individual needs, and offering personalized product recommendations and solutions tailored to each Member’s unique circumstances.
Transaction Processing and Account Maintenance:
The role involves accurately and efficiently processing a variety of financial transactions. These include, but are not limited to deposits, withdrawals, loan payments, check cashing, account transfers, and will assist Members with ongoing account maintenance. Maintaining accuracy and efficiency in these tasks ensures a positive Member experience and upholds the Credit Union’s standards.
Account Opening:
Opening new accounts is a key responsibility in this role. This includes consumer, fiduciary, and business accounts. Relationship Advisors will also assist in opening shares such as savings checking, money market, certificates of deposit, individual retirement accounts (IRA). Relationship Advisor must ensure all accounts and shares are opened with the proper documentation and in compliance with regulatory and credit union requirements.
Product and Service Recommendation:
Proactively identifies and recommends suitable Credit Union products and services to our Members. By understanding each Member’s financial needs and goals, representatives can suggest options such as loans, credit cards, and online banking services that best fit their situation. Will also refer Members to business, mortgage, and wealth management when appropriate.
Sales Goals and Campaign Participation:
Achieving both individual and team sales and production goals is expected. This involves actively promoting Credit Union products and services and participating in marketing sales campaigns to drive engagement and growth.
Record Keeping and Documentation:
Responsible for maintaining accurate records and documentation of all transactions and Member interactions. Proper record-keeping supports organizational accountability and compliance.
Member Resolution:
Promptly resolving Member concerns in a professional manner is a key aspect of the role. Complex issues should be escalated to leadership as needed to ensure timely and effective solutions.
Product Knowledge and Professional Development:
Stays current with Mazuma's products, services, and promotions. Participates actively in ongoing training and development opportunities to enhance job skills and expand knowledge relevant to the position.
Compliance and Security:
Adheres to all applicable regulations, including the Bank Secrecy Act (BSA), as well as comply with all Credit Union policies, procedures, and security protocols.
Maintains strict confidentiality regarding all Member information in accordance with Credit Union standards and regulatory requirements. This commitment ensures that all legal and organizational standards are consistently met.
Professionalism and Teamwork:
Maintaining a professional and organized work environment is expected at all times, including upholding a professional appearance that reflects Credit Union standards. Contributes to a positive team atmosphere and supports overall branch performance and Member satisfaction.
Branch Operations Support:
Assist with other branch teams and operational tasks as needed to ensure smooth daily operations.
Team Support and Relationship Building:
Build and sustain positive relationships with Members and Team Members to foster a welcoming and supportive environment.
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 Team Member for this job. Duties, responsibilities and activities may change at any time with or without notice.
Job & Technical Expertise
Results Orientation
Member Service & Retention
Personal Accountability
Communication & Interpersonal Skills
Develops Self & Others
Strategic Thinking & Vision
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.
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.
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.
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.
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 or any other characteristic protected by law. Mazuma participates in eVerify.
#J-18808-Ljbffr
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 paidbenefits including:
Basic Lifeand 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 Headquarterslocation 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:
The Relationship Advisor is responsible for delivering exceptional member service and fostering strong, lasting relationships with Members of Mazuma Credit Union. This role centers on gaining a deep understanding of each Member’s financial needs and providing personalized guidance and solutions tailored to those needs. The Relationship Advisor will recommend appropriate credit union products and services, ensuring that all offerings align with the individual financial goals of each Member.
In addition to providing financial guidance, the Relationship Advisor processes a variety of financial transactions with accuracy and efficiency. The position plays a key part in supporting the success of the branch by working to achieve both individual and team sales and production goals, while ensuring strict adherence to all established credit union policies and procedures.
The Relationship Advisor may also perform the essential functions of a Relationship Builder within the branch, such as teller transaction processing.
Essential Functions & Responsibilities
Member Service and Engagement:
As a Relationship Advisor, it is essential to provide outstanding service to all Members. This begins with greeting Members warmly upon arrival, actively listening in order to understand their individual needs, and offering personalized product recommendations and solutions tailored to each Member’s unique circumstances.
Transaction Processing and Account Maintenance:
The role involves accurately and efficiently processing a variety of financial transactions. These include, but are not limited to deposits, withdrawals, loan payments, check cashing, account transfers, and will assist Members with ongoing account maintenance. Maintaining accuracy and efficiency in these tasks ensures a positive Member experience and upholds the Credit Union’s standards.
Account Opening:
Opening new accounts is a key responsibility in this role. This includes consumer, fiduciary, and business accounts. Relationship Advisors will also assist in opening shares such as savings checking, money market, certificates of deposit, individual retirement accounts (IRA). Relationship Advisor must ensure all accounts and shares are opened with the proper documentation and in compliance with regulatory and credit union requirements.
Product and Service Recommendation:
Proactively identifies and recommends suitable Credit Union products and services to our Members. By understanding each Member’s financial needs and goals, representatives can suggest options such as loans, credit cards, and online banking services that best fit their situation. Will also refer Members to business, mortgage, and wealth management when appropriate.
Sales Goals and Campaign Participation:
Achieving both individual and team sales and production goals is expected. This involves actively promoting Credit Union products and services and participating in marketing sales campaigns to drive engagement and growth.
Record Keeping and Documentation:
Responsible for maintaining accurate records and documentation of all transactions and Member interactions. Proper record-keeping supports organizational accountability and compliance.
Member Resolution:
Promptly resolving Member concerns in a professional manner is a key aspect of the role. Complex issues should be escalated to leadership as needed to ensure timely and effective solutions.
Product Knowledge and Professional Development:
Stays current with Mazuma's products, services, and promotions. Participates actively in ongoing training and development opportunities to enhance job skills and expand knowledge relevant to the position.
Compliance and Security:
Adheres to all applicable regulations, including the Bank Secrecy Act (BSA), as well as comply with all Credit Union policies, procedures, and security protocols.
Maintains strict confidentiality regarding all Member information in accordance with Credit Union standards and regulatory requirements. This commitment ensures that all legal and organizational standards are consistently met.
Professionalism and Teamwork:
Maintaining a professional and organized work environment is expected at all times, including upholding a professional appearance that reflects Credit Union standards. Contributes to a positive team atmosphere and supports overall branch performance and Member satisfaction.
Branch Operations Support:
Assist with other branch teams and operational tasks as needed to ensure smooth daily operations.
Team Support and Relationship Building:
Build and sustain positive relationships with Members and Team Members to foster a welcoming and supportive environment.
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 Team Member for this job. Duties, responsibilities and activities may change at any time with or without notice.
Job & Technical Expertise
Results Orientation
Member Service & Retention
Personal Accountability
Communication & Interpersonal Skills
Develops Self & Others
Strategic Thinking & Vision
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.
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.
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.
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.
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 or any other characteristic protected by law. Mazuma participates in eVerify.
#J-18808-Ljbffr