Sales and Financial Solutions Agent

🔥 3 minutes ago

🌵 Arizona, Idaho, +3 more states – Remote

🌵 Arizona – Remote 🥔 Idaho – Remote 🦬 Montana – Remote 🎰 Nevada – Remote ⛷️ Utah – Remote

💵 $18 / hour

⏰ Full Time

🟢 Junior

💸 Financial Planning and Analysis (FP&A)

🚫👨‍🎓 No degree required

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Mountain America Credit Union

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1930s

🏦 Banking

💸 Finance

🤝 Non-profit

Banking • Finance • Non-profit

Mountain America Credit Union is a not-for-profit financial institution dedicated to helping its members achieve financial success. They offer a wide range of services including savings accounts, auto loans, checking accounts, credit cards, SBA loans, retirement planning, and more. With over 100 branches across various states, Mountain America provides easy access to its services through online and mobile banking. They focus on community involvement and financial education, aiming to prepare members for their financial journeys.

📋 Description

• 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 • 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 • 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

• 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 • 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 • Excellent medical and dental benefits with minimal employee contribution • Paid time off, volunteer time off, and paid holidays • Matching 401K • Tuition assistance • Professional development