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Mountain America Credit Union · 1 day ago

Customer Service & Sales Agent - Bi-lingual English/Spanish Speaking Preferred

United States

Full-time

Remote

New Grad, Entry Level

0+ years exp

Mountain America Credit Union is a member-focused organization looking for a Customer Service & Sales Agent. In this role, you will be the first point of contact for members, providing assistance and promoting financial solutions while ensuring exceptional service in a fast-paced, remote environment.

BankingFinancial ServicesMortgage

Culture & Values

Responsibilities

Answers member calls via phone providing accurate information and assistance in a timely manner

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