Relationship Advisor-Personal Banker (Troost Branch) (62001)

MAZUMA CREDIT UNION•Kansas City, MO

1d•Onsite

About The Position

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.

Requirements

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.
High school diploma or equivalent.
Strong communication and interpersonal skills in both written and verbal forms.
Demonstrates basic sales techniques and works to understand Member needs.
Shows a developing knowledge of financial products and services.
Able to work effectively with supervision and contribute to a team setting.
Organized and learning effective time management strategies.
Maintains confidentiality and follows established ethical guidelines.
Physically able to stand for extended periods as needed (up to eight hours).
Willing to take on multiple tasks and develop prioritization skills.
Attentive to detail and working toward accuracy in processing financial transactions.
Open to ongoing training and committed to professional growth.

Nice To Haves

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.
Associate degree or bachelor’s degree in a related field.

Responsibilities

Provide outstanding service to all Members, greeting them warmly upon arrival, actively listening to understand their individual needs, and offering personalized product recommendations and solutions tailored to each Member’s unique circumstances.
Accurately and efficiently process a variety of financial transactions, including deposits, withdrawals, loan payments, check cashing, account transfers, and assist Members with ongoing account maintenance.
Open new accounts, including consumer, fiduciary, and business accounts, and assist in opening shares such as savings, checking, money market, certificates of deposit, and individual retirement accounts (IRA), ensuring all accounts and shares are opened with proper documentation and in compliance with regulatory and credit union requirements.
Proactively identify and recommend suitable Credit Union products and services to Members, such as loans, credit cards, and online banking services, and refer Members to business, mortgage, and wealth management when appropriate.
Achieve both individual and team sales and production goals by actively promoting Credit Union products and services and participating in marketing sales campaigns.
Maintain accurate records and documentation of all transactions and Member interactions.
Promptly resolve Member concerns in a professional manner, escalating complex issues to leadership as needed.
Stay current with Mazuma's products, services, and promotions, and actively participate in ongoing training and development opportunities to enhance job skills and expand knowledge.
Adhere to all applicable regulations, including the Bank Secrecy Act (BSA), and comply with all Credit Union policies, procedures, and security protocols, maintaining strict confidentiality regarding all Member information.
Maintain a professional and organized work environment and uphold a professional appearance that reflects Credit Union standards, contributing to a positive team atmosphere and supporting overall branch performance and Member satisfaction.
Assist with other branch teams and operational tasks as needed to ensure smooth daily operations.
Build and sustain positive relationships with Members and Team Members to foster a welcoming and supportive environment.

Benefits

Up to 27 days off a year
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 paid benefits including: Basic Life and AD&D Insurance
Company paid benefits including: Short-Term Disability Insurance
Company paid benefits including: Long-Term Disability Insurance
Company paid benefits including: Vision Insurance
Maternity & Menopause Support Programs
Employee Assistance Program
On-Site Gym at our Headquarters location in Overland Park
Discretionary Stakeholders bonus program
Attractive interest rates on Team Member checking & Team Member money market accounts
Consumer and mortgage loan discounts