USAA

Customer Service and Sales - Bank


PayCompetitive
LocationPhoenix/Arizona
Employment typeFull-Time

This job is now closed

  • Job Description

      Req#: R0095025

      Why USAA?

      Let’s do something that really matters.

      We have an important mission: serving the members of the military community and their families. It’s both a chance to say thank you and the opportunity to put your talents to work in a meaningful way. To do it right, we need the right people. We’re looking for those who share our values of honesty, integrity, loyalty and service. Because what we do is just as important as how we do it. Come be a part of what makes us so special!

      It is all about learning and growing.

      Our Bank Customer Service role may be a new career for you. There’s a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid three-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently.

      Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our membership.

      The Opportunity

      We are currently seeking dedicated professionals to work in our Phoenix office (located at 1 Norterra Drive, Phoenix, AZ 85085) for future bank customer service and sales opportunities in 2024 with the desire to work a full time schedule. Work schedules will vary and will include weekends. We have new training classes starting every month. Military veterans and spouses are highly encouraged to apply.

      As a Bank Customer Service & Sales Representative, you'll work within defined guidelines to facilitate the financial security of members through needs-based sales and service conversations on a single Banking line of business or product set. In this role, you will make a difference to our members as you identify immediate and underlying financial needs and respond with relevant solutions through offering USAA Banking products and services.

      What you'll do:

      • Provide operational support to members with their banking needs on multiple Banking products.

      • Review accounts and transactions to ensure adherence with regulatory guidelines and may be required to take action and/or escalate non-compliant issues.

      • Work under limited supervision to identify and recommend thoughtful trade-offs for the member and USAA.

      • Identify and confirm the member’s immediate request(s) and work to resolve issues.

      • Explore member’s banking needs and responds with needs-based solutions.

      • Recommend new banking products that might be of interest to the member.

      • Maintain high levels of member satisfaction consistent with USAA’s core values and demonstrate a commitment to quality through member interactions.

      • Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

      What you have:

      • High School Diploma or General Equivalency Diploma

      • 1 year of customer service, financial services member contact, or military experience required.

      • Strong interpersonal and communication skills.

      • Ability to prioritize and multi-task while navigating through multiple business applications

      • Knowledge and understanding of bank regulatory and compliance requirements

      • Successful completion of a job-related assessment is required

      What sets you apart:

      • US military experience through military service or a military spouse/domestic partner

      • 2 Years Banking experience and Sales Experience

      • 2 years Sales Experience

      • 1 years Contact Center Experience

      The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

      What we offer:

      Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $43,750 - $63,800 .

      Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

      Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

      For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.

      Relocation assistance is not available for this position.

      Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

      USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

  • About the company

      The United Services Automobile Association (USAA) is a San Antonio-based Fortune 500 diversified financial services group of companies including a Texas Department of Insurance-regulated reciprocal inter-insurance exchange and subsidiaries offering banking, investing, and insurance to people and families who serve, or served, in the United States Armed Forces. Since 1922, USAA has served the military community and their families.