Customer Service & Sales Agent
United States of America
Full Time
6 hours ago
No H1B
Key skills
Financial ServicesSalesCall Center ExperienceMicrosoft OutlookMicrosoft WordMicrosoft ExcelTyping 35 WPM10-KeyBilingual English/SpanishBI
About this role
Mountain America Credit Union is seeking a Customer Service & Sales Agent to serve as the first point of contact for their members. The role involves answering calls, resolving issues, and promoting financial solutions while delivering exceptional service in a fast-paced remote environment.
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
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
- Bi-lingual English/Spanish Speaking preferred but not required