Remote Sales & Financial Solutions Advisor

Mountain America Credit Union; Idaho; Remote; USD 20,741 - 29,540; Full time

Benefits offered by this job

Remote work

Competitive pay

Benefits package

Career advancement

Paid time off

401K match

Tuition assistance

Professional development

Job summary

Mountain America Credit Union in Idaho is seeking a Sales & Financial Solutions Agent to blend customer service with sales on every call, uncover member needs, and recommend financial solutions using the AAA model.

This remote, full-time role offers a starting wage of $18.25/hour, paid training, career advancement, competitive benefits, 401K matching, and ongoing professional development.

Qualifications

• High school diploma or GED required.
• 6-12 months of customer service, sales, or call-center experience preferred.
• Internet speed and home-office requirements for work-from-home setup.

Responsibilities

• Balance exceptional member service with accountability, performance goals, coaching, and consultative conversations.
• Proactively identify member needs and recommend products and services that improve financial well-being.
• Complies with all applicable regulations (e.g., BSA, OFAC, GLBA, Reg CC/DD) as required by law.

Skills

Sales & Relationship Building

Communication

Compliance

Education

High school diploma or GED

Job description

Mountain America Credit Union in Idaho is seeking a Sales & Financial Solutions Agent to blend customer service with sales on every call, uncover member needs, and recommend financial solutions using the AAA model.

This remote, full-time role offers a starting wage of $18.25/hour, paid training, career advancement, competitive benefits, 401K matching, and ongoing professional development.