Relationship Advisor MRC (Hybrid

Position: Relationship Advisor MRC (Hybrid)
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 DayPTO 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 Short-Term Disability Insurance Long-Term Disability Insurance 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

We love to smile, which is why it’s in our logo

Role:

The Relationship Advisor – MRC receives incoming calls and determines the products, services, or resources that the Retail and Small Business Member requires, then assists the Member or connects them with the staff representatives in the appropriate department who can provide them the assistance they need. Outbound calling using dialer functionality or calling manually for specific education campaigns for targeted Member segments may be required.

This individual is an ambassador for Mazuma and serves to make the Member feel welcome, comfortable, and educated on Mazuma’s products and services in order to refer the best possible product to match the Member’s needs. The goal is to deliver outstanding Member experiences and to create Member engagement through active listening, superior service, delivery and follow-through of a Member’s identified and unidentified needs resulting in First Call Resolution The Relationship Advisor – MRC will be constantly developing product & job knowledge in order to perform all assigned duties with no assistance and minimal errors.

Essential Functions & Responsibilities:

Comply with all federal regulations pertaining to financial institutions, all established organizational policies and guidelines, and operational procedures.

Follow all established procedures related to transactions.

Remain alert to suspicious individuals or transactions and, when appropriate, notify the immediate supervisor of concerns.

Display basic understanding of loans and ancillary products on a level related to the position and engage in all relevant sales and service activities.

Meet or exceed the assigned expectations for sales and service and productivity metrics.

Guide, inform, and educate our Members through each interaction by helping them select the right…