Sales & Financial Solutions Agent (Remote Service Center)

Mountain America Credit Union • Remote (Helena, Montana, United States) • $0 / year • 1h ago

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 801-366-6947 option 1 or email [email protected] and every reasonable effort will be made to accommodate your needs in a timely manner. Job Summary 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.

We're looking for individuals who are strong communicators, motivated by helping others, and interested in building a long-term career with opportunities for advancement and professional growth. Job Description Your Responsibilities This role requires balancing exceptional member service with accountability, performance goals, coaching, and consultative financial conversations. Sales & Relationship Building: Proactively identify member needs through meaningful conversations and 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, explain complex information in an easy-to-understand manner, and create positive member experiences during every interaction. 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.

What Success Looks Like Successful candidates typically demonstrate: 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

Please Note: We are only able to move forward with candidates who reside in the following states: Utah Nevada Idaho Montana Arizona

SHIFT AVAILABLE: Remote Work schedules are determined based on business needs and the current available are listed below:

Tuesday - Friday 11:30 am - 8:00 pm & Saturday 8:00 am - 4:30 pm

NOTE: All shifts are scheduled at Mountain Time, shifts will vary to your time zone (Example: If you are Pacific Time, shifts are 1 hour behind; if you are Central Time shifts are 1 hour ahead etc.)

Training Virtual training schedule: Mon-Fri, 9am-5:30pm MST for the first 6 weeks. After training is completed, assigned shift schedules begin.

We are committed to taking care of all our employees 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

Our Culture What we do (our Mission) has been and continues to be driven by our unique, member-first culture. Why we do it (our Vision) is to help our members define and achieve their financial dreams. We offer a friendly, comfortable, and inclusive work environment, fun employee activities, and exciting events to ensure no day is dull. Making a difference Mountain America has a strong commitment to the communities where our members live, work and play, and this has been a hallmark of our organization throughout our 90-year history. Through the support of hundreds of non-profit organizations and significant financial literacy efforts in schools, Mountain America continually brings untold value into dozens of communities, positively affecting thousands of lives.

IMPORTANT INFORMATION High school diploma or GED required. 6-12 months of customer service, sales, retail sales, or call centers are 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 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. Candidates who advance in the selection process may be required to complete job-related assessments, including an evaluation of bilingual language proficiency. All assessments are administered consistently and are directly related to the requirements of the position.

#INDCS Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.