Customer Service, Sales Agent

Mountain America Credit Union

Customer Service & Sales Agent providing excellent service and cross-selling financial products over the phone. Assisting members in solving problems and enhancing financial relationships.

Posted 6/13/2026full-timeRemote • Arizona, Idaho, Montana, Nevada, Utah • 🇺🇸 United StatesJunior💰 $18 per hourWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

customer service experiencefinancial service experiencesales experiencecall center experiencecomputer operating skillsMicrosoft Officetyping skills10-Key experience

Soft Skills

communication skillsproblem-solving skillsinterpersonal skillstime management skills

Certifications

high school diplomaGED