[Hiring] Sales & Financial Solutions Agent @Mountain America Credit Union

Role Description

Do you enjoy helping people, building relationships, and identifying solutions that improve their financial well-being? As a Sales & Financial Solutions Agent, you'll combine exceptional customer service with sales skills to uncover member needs, recommend valuable financial solutions, and create meaningful member relationships. In this fast-paced contact center environment, you'll confidently handle member conversations, solve problems, and use Mountain America's AAA sales model (Assess, Advise, Assist) to help members achieve their financial goals.

Your Responsibilities

• Sales & Relationship Building:
  • Proactively identify member needs through meaningful conversations.
  • Recommend products and services that improve financial well-being on every call.
  • Utilize Mountain America's AAA sales model (Assess, Advise, Assist) to create personalized solutions.
  • Deepen member relationships, achieve performance goals, and deliver exceptional member experiences.
• Communication:
  • Build trust through clear, professional, and empathetic communication.
  • Actively listen, ask thoughtful questions, and explain complex information in an easy-to-understand manner.
  • Create positive member experiences during every interaction.
• Compliance:
  • Comply with all regulations as required by law, including but not limited to Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC, Regulation DD, and other regulations as required by law as it relates to their position.

What Success Looks Like

• Ownership and accountability for performance results.
• Comfortable working toward quality, service, and sales goals.
• Ability to build trust and long-term member relationships.
• Openness to coaching and continuous improvement.
• Adaptability in a fast-paced, changing environment.
• A history of growth, increased responsibility, or strong individual performance.

Requirements

• High school diploma or GED required.
• 6-12 months of customer service, sales, retail sales, or call center experience preferred.
• Specific criteria must be met to work from home: Internet Download Speed 50 Megabytes and Upload Speed 10 Megabytes, fiber, cable, or high-speed DSL internet service is required.
• 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.
• Candidates who advance in the selection process may be required to complete job-related assessments, including an evaluation of bilingual language proficiency.

Benefits

• Competitive Pay starting at $18.25, higher starting wage based on experience.
• Competitive Sales Incentive program.
• Position is 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.