Remote Sales & Financial Solutions Specialist

Mountain America Credit Union; Arizona; On-site; USD 32,000 - 44,000; Full time

Benefits offered by this job

Remote work from home

Health benefits

Job summary

Mountain America Credit Union is seeking a Sales & Financial Solutions Agent to combine exceptional service with sales on a fast-paced member call center. You will identify member needs, propose financial solutions, and build lasting relationships while upholding our AAA model (Assess, Advise, Assist).

The role emphasizes clear communication, problem solving, and compliant conversations, with opportunities for growth and advancement within the credit union.

Qualifications

• Strong sales and relationship-building skills.
• Excellent customer service and communication throughout calls.
• Ability to understand member needs and offer appropriate solutions.

Responsibilities

• Identify member needs and recommend financial products to improve well-being.
• Communicate clearly, empathetically, and professionally on every call.
• Comply with applicable laws and regulations governing financial services.

Skills

Sales & relationships

Customer service

Communication

Problem solving

Education

High school diploma or GED

Job description

Mountain America Credit Union is seeking a Sales & Financial Solutions Agent to combine exceptional service with sales on a fast-paced member call center. You will identify member needs, propose financial solutions, and build lasting relationships while upholding our AAA model (Assess, Advise, Assist).

The role emphasizes clear communication, problem solving, and compliant conversations, with opportunities for growth and advancement within the credit union.