• Work with customers to be a trusted advisor delivering solutions that increase end-user satisfaction, Huntress solution adoption, and deliver exceptional quality service • Build and maintain strong relationships with multiple contacts within assigned customer organizations • Contribute to team goals around retention, expansion, and satisfaction • Develop creative ways to engage with customers

• Work with customers to be a trusted advisor delivering solutions that increase end-user satisfaction, Huntress solution adoption, and deliver exceptional quality service • Build and maintain strong relationships with multiple contacts within assigned customer organizations • Contribute to team goals around retention, expansion, and satisfaction • Develop creative ways to engage with customers

Role Description Responsible for providing accurate, professional and prompt Member service while performing a variety of financial transactions virtually, through interactive teller machines (ITMs). Maintains knowledge on all related products, services, and promotions to effectively create cross-sale opportunities based on member needs. This role is eligible for a language stipend of $200/monthly after 90 days of employment. Salary range is $19.00 - $22.72/hr. Job Grade, NE 8. Final salary is dependent on a candidate’s experience and qualifications. Qualifications - High School diploma or equivalent - 3 years customer service, sales and/or retail banking experience - Spanish speaking is preferred - Maintains a positive, professional appearance while communicating effectively through on-screen technology - Excellent attention to detail and sound judgement - Ability to work in a fast-paced, goal-oriented environment - Must be an effective team player, cooperative, flexible and dependable - Ability to communicate clearly and effectively - Knowledge of credit union products and services - Must be customer service oriented with the ability to identify and meet member needs - Must possess basic math and computer skills Requirements - Must comply with all aspects of the Bank Secrecy Act (BSA) - Must be able to obtain license through the Nationwide Mortgage Licensing System & Registry (NMLS) Benefits - Health Coverage – Medical, dental and vision coverage for you and your dependents, including life insurance, flexible spending accounts, pet insurance, Team Member Assistance Program (EAP), and Corporate Care Solutions (Backup Child and Adult Care Services) - Paid Time Off and Holidays – Generous paid time off, additional time for sick days, paid holidays, and 16 hours of paid time for community volunteer program. Enhanced paid military leave and paid maternity/paternity leave - Retirement Savings – Generous 401k Plan - Development Activities – Encouraging Job Shadowing and Personal Development Plans, leading to a 40+% annual internal promotion rate - Tuition Reimbursement – 100% tuition coverage towards an online Bachelor’s or Master’s Degree for eligible full-time employees through partnership with the University of Arizona Global Campus Company Description At Vantage West, we pride ourselves on fostering a vibrant learning environment where curiosity and growth are at the heart of everything we do. Together, we are not just building a successful company; we are cultivating a community where everyone can thrive.

• Support enterprise rollouts by coordinating tasks, tracking progress, and assisting with client communications. • Drive customer engagement activities such as check-in emails, scheduling QBRs, and preparing usage summaries. • Assist Enterprise Accounts, Lead in maintaining strong relationships with enterprise clients by supporting follow-ups, documentation, and day-to-day tasks. • Help prepare materials and insights for strategic account planning sessions and customer check-ins. • Support implementation efforts by helping track milestones, gather customer information, and ensure internal alignment. • Assist in creating and maintaining implementation timelines and checklists to ensure on-time delivery. • Help facilitate customer onboarding by scheduling training sessions, sending welcome materials, and ensuring completion of early adoption tasks. • Assist with onboarding and adoption tracking to help enterprise clients get the most from the platform. • Identify opportunities to increase adoption within your accounts, using a mix of strategy, creativity, and practical insight. • Manage and organize account activity within HubSpot to ensure seamless support for Enterprise clients. • Monitor implementation tasks and flag any risks or blockers to the appropriate team members. • Serve as a helpful point of contact for enterprise customers, escalating questions and issues to the appropriate team members. • As part of a growing team, responsibilities may occasionally extend beyond those listed above to support CoVet’s broader goals.