Customer Service & Sales Agent

Overview

Please reference the schedule and minimum qualifications listed below before applying.

If you need assistance with filling out our application form or during any phase of the application, interview, or employment process, please notify our Human Resources Team at  option 1 or email  and every reasonable effort will be made to accommodate your needs in a timely manner.

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.

• 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.

• Requires 6 to 12 months of customer service experience; financial service, sales or call center experience preferred.
• 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.
• Please Note:
  
  We are only able to move forward with candidates who reside in the following states:

• Utah
• Nevada
• Idaho
• Montana
• Arizona

• Now Recruiting for our upcoming January 12th and 26th classes
• Work schedules are determined based on business needs and may fall within the hours of 9:00 a.m. to 8:00 p.m., Monday through Friday, and 8:00 a.m. to 4:30 p.m. on Saturdays and Sundays MST.
• NOTE:
  
  All shift options are scheduled at Mountain Time; shifts will vary to your time zone (Example: Pacific Time shifts are 1 hour behind; Central Time shifts are 1 hour ahead, etc.)
• Training:
  Virtual training schedule:
  Mon-Fri, 9am-5:30pm MST for 6 weeks
• After training is completed, assigned shift schedules begin.

• 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

Our mission has been and continues to be driven by our member-first culture. We aim to help members define and achieve their financial dreams. We offer a friendly, comfortable, and inclusive work environment, with engaging activities and events.

Mountain America has a…