• Provide customer service and support to clients • Handle inquiries and resolve issues effectively • Collaborate with team members to improve service delivery

Resource Innovations is seeking a Customer Services Coordinator to join our growing team in Arizona. We are seeking a highly skilled and motivated Coordinator with a strong background in energy programs, contractor coordination, and customer service to support the delivery of impactful, energy initiatives. As a Customer Services Coordinator, you will help customers save energy and reduce costs by ensuring programs are delivered efficiently, contractors are supported, and customers receive the maximum benefit. This role is critical to maintaining smooth day-to-day operations and meeting program goals and compliance requirements. This position will support work in multiple participation pathways including single-family homes, multi-family properties, retail, etc.  Resource Innovations (RI) is a women-led energy transformation firm focused on impact. Building on our expertise in energy efficiency, we're constantly expanding our portfolio of clean energy solutions to guide utilities through increasingly complex, connected challenges. Load flexibility. Electrification. Carbon reduction. With every step, we're leading the charge to power change. Duties and Responsibilities - Maintain electronic and hard copy filing system of applications, rebates and other supporting documents. - Communicate effectively as part of team approach with other departments in servicing customers. - Data Entry - enter data into various database applications with strong attention to detail and near-perfect accuracy. - Provide exceptional customer service and call handling in a customer centric environment. - Safeguard confidential customer information. - Willing to support any program within the department as assigned. - Other duties as assigned.

• 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, 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.

• Run live video onboarding calls with new customers to gather key business context and complete bookkeeping setup (bank/credit card connections, historical bookkeeping needs, etc.) • Support customers across chat and email by answering bookkeeping questions, diagnosing issues, and driving them to resolution quickly and empathetically • Maintain accurate customer notes and status updates in internal systems to ensure strong follow-through and smooth handoffs • Collaborate with other Layer teams to improve workflows and surface product feedback based on recurring customer needs • Exceed partner and customer expectations by providing thoughtful, proactive, and detail-oriented support