Relationship Advisor - Personal Banker (Downtown)

Hi, there! We're Mazuma Credit Union. We all work together to fuel new and creative ways to make our Members smile. We're also about making Kansas City a better place to live, work and bank! This includes utilizing what we call our Mazuma Mindset. This means we seek to exceed the expectations of our Members & Team Members in every interaction, every time! Does this sound like you? Keep reading and we'll tell you about the specifics!

The Relationship Advisor demonstrates an understanding of, and belief in, Mazuma's culture and Core Values. The primary responsibility of this role is to ensure the delivery of an amazing Member experience to our Members, both internally and externally, through Mazuma's sales and service model, either by electronic, phone, or in-person communication, as this position will be able to work in any of Mazuma's Retail Delivery locations. This Team Member will work with Members and Team Members directly and indirectly to engage and connect, evaluate to identify needs, educate on solutions, and enrich the lives of our Members through outstanding service delivery.

Experience

• 1 year cash handling required
• 1 year of Sales and/or Advising required
• 1 year customer service required
• 1 year financial institution experience required
• 1 year consumer lending experience required
• Demonstrated ability in lieu of experience will be considered for internal candidates

Education/Certifications/Licenses

Minimum of High School Diploma, or equivalent.

Interpersonal Skills

• Strong interpersonal skills
• Proven customer/member service skills
• Effective selling, cross-selling and referral skills or demonstrated ability
• Ability to work with all departments, personality types, and skill levels effectively
• Professional appearance, dress, and attitude
• Lead by example and represent the highest level of member service
• Strong ability to multi task and handle multiple priorities simultaneously
• Ability to work with minimal supervision, either independently or as a team

Other Skills

Well-organized, good mathematical ability, with strong problem-solving and negotiation skills.
Must be able to stand for up to 8 hours.
Required to work at any credit union location that may include extended hours, holidays, or Saturdays.
Performs other duties as assigned.
Proficient knowledge of Windows and Microsoft Office software (Outlook, Word, and Excel), as well as advanced keyboarding skills.

We strive to create an amazing experience for each and every Member, every time! In order to provide this happy experience, you'll need to thoroughly know our various products and services. Don't worry, you'll get lots of training. Most importantly, we are looking for a Relationship Advisor with a heart for helping people. After all, our goal is to make Kansas City a better place to live, work and bank!

Culture Expectations:

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 this position should lead this value by example.

Teamwork! A 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. Has superior knowledge of the organization’s responsibilities and is able to 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.

So, what do we bring to the table? Mazumans get a pretty sweet deal. They are part of a movement greater than themselves; they are a part of creating a better living, working and banking space for each and every person they come into contact with! Aside from living and fulfilling our purpose, Mazuma comes with lots of perks, including a great benefits package! 

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.

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