Customer Service & Sales Agent

Mountain America Credit Union

23d•$18•Remote

About The Position

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. This is more than just a job—it’s a chance to grow your career, make meaningful connections, and help members achieve their financial dreams.

Requirements

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.
Internet Download Speed 50 Megabytes and Upload Speed 10 Megabytes, a fiber, cable, or high-speed DSL internet service is required for your internet connection. Please note, dial up, satellite and fixed wireless internet service providers 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.
We are only able to move forward with candidates who reside in the following states: Utah Nevada Idaho Montana Arizona

Nice To Haves

Bi-lingual English/Spanish Speaking preferred but not required
Type a minimum of 35 words per minute, and 10-Key experience preferred.

Responsibilities

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. 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.
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.
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.

Benefits

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