Mountain America Credit Union logo
Mountain America Credit Union

Guiding You Forward. Equal Housing Lender. Insured by NCUA.

Customer Service, Sales Agent

Customer SupportCustomer SupportOtherRemoteJuniorTeam 1,001-5,000Since 1930sH1B No SponsorCompany SiteLinkedIn

Location

Arizona + 4 moreAll locations: Arizona, Idaho, Montana, Nevada, Utah

Posted

4 days ago

Salary

$18 / hour

Seniority

Junior

High School0.5 yrs expEnglishSpanish

Job Description

• Answers member calls via phone providing accurate information and assistance in a timely manner. • Assists members with customer service to resolve problems and enhance financial relationship with Mountain America. • Uses the Mountain America Credit Union AAA sales model (Assess, Advise, Assist) to cross-sell credit union products and services to members over the phone. • Maintains a thorough understanding of our credit union's products and services to effectively assess members’ needs and promote offerings. • Complies with all regulations as required by law, including but not limited to Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC (funds availability), Regulation DD (TIS) and other regulations as required by law as it relates to their position.

Job Requirements

  • Bi-lingual English/Spanish Speaking preferred but not required
  • Requires 6 to 12 months of customer service experience; financial service, sales or call center experience.
  • High school graduate or GED
  • Ability to use a laptop, headset and multiple monitors (equipment will be provided).
  • Developed computer operating skills.
  • Intermediate skills in Microsoft Office (Outlook, Word, Excel)
  • Type a minimum of 35 words per minute, and 10-Key experience preferred.

Benefits

  • Excellent medical and dental benefits with minimal employee contribution
  • Paid time off, volunteer time off, and paid holidays
  • Matching 401K
  • Tuition assistance
  • Professional development
  • Competitive Sales Incentive program
  • Built in career advancement: Agents are advanced to Agent II after five months upon meeting Agent I proficiency standards
  • Consistent performance reviews with opportunities to increase compensation

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