Customer Service, Sales Agent

🔥 0 minutes ago

🗣️🇪🇸 Spanish Required

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Logo of Mountain America Credit Union

Mountain America Credit Union

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

• Answers member calls via phone providing accurate information and assistance in a timely manner • Assists members with customer service to resolve problems and enhance financial relationship with Mountain America • 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 • Maintains a thorough understanding of our credit union's products and services to effectively assess members’ needs and promote offerings • Complies with all regulations as required by law

🎯 Requirements

• 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

🏖️ Benefits

• Excellent medical and dental benefits with minimal employee contribution • Paid time off, volunteer time off, and paid holidays • Competitive Sales Incentive program • Matching 401K • Tuition assistance • Professional development • Built in career advancement

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