Mazuma Credit Union · 1 day ago
Relationship Advisor MRC - Call Center Rep (60943)
Overland Park Headquarters - Overland Park, KS 66223
Full-time
Onsite
Entry Level
1+ years expMazuma Credit Union is a local, award-winning Credit Union that has been in business since 1948, aiming to make Kansas City a better place to live, work, and bank. The Relationship Advisor – MRC role involves receiving incoming calls, assisting Members with their needs, and ensuring outstanding Member experiences through active listening and superior service.
BankingFinancial Services
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
Qualification
Required
1 year of customer service experience
High school diploma or equivalent
Windows and Microsoft Office software (Outlook, Word, and Excel) as well as advanced keyboarding skills
Effective at problem-solving and making decisions
Well organized
Good mathematical ability, with strong problem-solving and negotiation skills
Must be able to take phone calls for up to 8 hours
Required to work a flexible schedule that may include extended hours, holidays, or Saturdays
Excellent communication skills
When working remote, understands how to resolve connectivity issues before engaging support
Ability to use technology efficiently without disruption to our Members
Effective at multi-tasking
Preferred
1 year of experience in a financial institution
1 year of experience in a call center
1 year of consumer lending preferred
Benefits
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
Company
Mazuma Credit Union
Mazuma Credit Union helps in Youth Accounts, Mortgage Loans, Financial Counseling, Business Resources and Lending and Surcharge-Free ATM's.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Deonne Christensen
President/CEO
Justin Mouzoukos
Chief Financial Officer
Company data provided by crunchbase