Relationship Advisor MRC-Call Center Rep

Position: Relationship Advisor MRC-Call Center Rep (61514)
** 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:
* 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 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
** 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 product to meet their needs.
* Guide, inform, and educate Members in establishing an account relationship and all other manner of basic account maintenance as it applies to the position.
* Answer questions and accurately assist with negotiable instruments such as transfers, balance inquiries, card functions, personal and third-party checks, bonds, cashier’s checks, loan payments and payoff requests, and online banking navigation.
* Perform account maintenance including updates to Member’s account information.
* Understand, complete, and explain all associated paperwork, fees, and other information to Members by phone or electronically.
* Obtain proper endorsements and process these items accurately with knowledge of appropriate holds when applicable.
* Acquire and apply basic knowledge of all job duties and expectations as identified for this role.
* Display an understanding of all auxiliary or required internal applications related to their role.
* Basic proficiency in completing Member requested transactions through applicable channels.
* Knowledge of internal processes related to member disputes, fraud claims, check orders, stop payments, and lien releases.
* Have a strong understanding of the ODP program in order to effectively explain and process refunds accurately.
* Assist Members with bookkeeping and any other account activities.
* Other duties as assigned.
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* Competencies:

*** Job & Technical Expertise
* Results Orientation
* Member Service & Retention
* Personal Accountability
* Communication & Interpersonal Skills
* Teamwork & Collaboration
* Develops Self & Others
* Strategic Thinking & Vision
** 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.
* 1 year of experience in a financial institution.
* 1 year…