Customer Service - Bank

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. After six months in-office, you’ll have the opportunity to work in a hybrid model where you can work from home 2 days a week. The actual onsite days are settled between each employee and their manager.

The Opportunity

We are currently seeking dedicated professionals to work in our Tampa Offices for future bank customer service and sales opportunities in 2023. Work schedules will vary and may include some weekends. We have new training classes starting every month. Military veterans and spouses are highly encouraged to apply.

As a Bank Customer Service 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

• Ability to manage multiple tasks such as efficiently navigating between systems and resources
• Embrace continuous improvement and development through coaching and collaboration with manager and team members
• Advise and educate members on available USAA digital tools and resources to improve the user experience
• Develop banking product knowledge to attract new members and expand relationships with current members through product acquisition
• Use effective communication and probing questions and critical thinking skills to identify member needs and provide relevant solutions which may include offering banking products
• Apply strong time and call management skills in assisting members with banking needs
• Handle inbound member calls in a fast-paced contact center environment
• Provide outstanding member service by demonstrating empathy, active listening, and professionalism

What You Have

• High School Diploma OR GED
• Strong interpersonal and communication skills
• Ability to provide outstanding customer service for our members by communicate clearly and professionally by phone or email to process banking requests and provide information on banking products
• Successful completion of a job-related assessment is required
• Ability to prioritize and multi-task while navigating through multiple business applications

What Sets You Apart

• 1 year of customer contact experience in a needs-based sales environment
• Prior experience in a fast-paced contact center environment
• 6 months experience frequently communicating (minimum 60 percent of the time) with customers by phone
• US military experience through military service or a military spouse/domestic partner

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: $43,680 - $44,680.

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.

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.