Customer Service & Sales Agent

Mountain America Credit Union; Nevada, Town of Texas (IA, WI); Remote; USD 10,000 - 60,000; Full time

Job summary

A financial institution is seeking a Customer Service & Sales Agent to assist members with financial solutions in a remote environment. This role involves customer interaction, sales using a proven model, and compliance with regulations. The ideal candidate should have experience in customer service and be able to work on various communications tools. Competitive pay starting at $18.25 and excellent benefits are included.

Benefits

Competitive Pay

Sales Incentive Program

Medical and Dental Benefits

Paid Time Off

401K Matching

Tuition Assistance

Qualifications

• 6 to 12 months of customer service experience required;
• Experience in financial services or call centers preferred.
• Capacity to use provided equipment competently.

Responsibilities

• Assist members with various financial services.
• Cross-sell credit union products and services.
• Ensure compliance with relevant regulations.

Skills

Customer service skills

Sales experience

Technical proficiency

Typing speed (35 wpm)

Intermediate Microsoft Office skills

Education

High school diploma or GED

Job description

Job Summary

Do you love helping others and thrive in a fast-paced, remote environment? As a Customer Service & Sales Agent, you’ll be the first point of contact for our members—answering calls, solving problems, and guiding them toward financial solutions that improve their lives. You’ll handle account maintenance, resolve issues, and promote credit union products using our proven AAA sales model (Assess, Advise, Assist), all while delivering exceptional service and managing high call volumes.

Your Responsibilities

• Customer Service: Assists members with customer service to resolve problems and enhance financial relationship with Mountain America. Call types include but are not limited to account verification, account maintenance, checking and savings, basic fraud resolution (disputes and affidavits), referrals, money transfer options, and deposits.
• Sales: 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, promoting a full-financial relationship with the credit union. The AAA model drives our mission and vision at Mountain America, ensuring exceptional member experiences and helping them achieve their financial dreams.
• Development: Maintains a thorough understanding of our credit union\'s products and services to effectively assess members’ needs and promote offerings.
• Compliance: 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.

What we’re looking for

• Requires 6 to 12 months of customer service experience; financial service, sales or call center experience preferred.
• 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.

Please Note: We are only able to move forward with candidates who reside in the following states:

• Utah
• Nevada
• Idaho
• Montana
• Arizona

Shifts Available

Please review shift options below:

• Work schedules are determined based on business needs and may fall within the hours of 7:00 a.m. to 8:00 p.m., Monday through Friday, and 8:00 a.m. to 4:30 p.m. on Saturdays and Sundays MST.

Note: All shift options are scheduled at Mountain Time; shifts will vary to your time zone (Example: If you are Pacific Time shifts are 1 hour behind; if you are Central Time shifts are 1 hour ahead).

Training

• Virtual training schedule: Mon-Fri, 9am-5:30pm MST for 6 weeks

After training is completed, assigned shift schedules begin.

We are committed to taking care of all our employees

• Competitive Pay starting at $18.25, higher starting wage based on experience
• Competitive Sales Incentive program
• Position is 100% remote (working from home)
• 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
• Excellent medical and dental benefits with minimal employee contribution
• Paid time off, volunteer time off, and paid holidays
• Matching 401K
• Tuition assistance
• Professional development

Our Culture

What we do (our Mission) has been and continues to be driven by our unique, member-first culture. Why we do it (our Vision) is to help our members define and achieve their financial dreams. We offer a friendly, comfortable, and inclusive work environment, fun employee activities, and exciting events to ensure no day is dull.

Making a difference

Mountain America has a strong commitment to the communities where our members live, work and play, and this has been a hallmark of our organization throughout our 85-year history. Through the support of hundreds of non-profit organizations and significant financial literacy efforts in schools, Mountain America continually brings untold value into dozens of communities, positively affecting thousands of lives.

Important Information

• Specific criteria must be met to work from home:
• Tech Requirements: Internet Download Speed 50 Mbps and Upload Speed 10 Mbps; a fiber, cable, or high-speed DSL internet service is required. Dial-up, satellite, and fixed wireless internet are not adequate to support work from home use.
• Must be able to connect directly via ethernet cable to main internet modem
• Must have a Home Office free of distractions, noise, with a closing door.

#I N DCS

Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.