Customer Service - Bank Sales & Service

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs.

The Opportunity

It is all about learning and growing.

Our Bank Customer Service & Sales 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, and e-learning modules. 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.

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 (for example, deposits, credit cards, and website customer support). 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.

Location: San Antonio, TX
Worksite: 9800 Fredericksburg Rd San Antonio, TX 78288

Training Schedule

• Fully paid training program.
• Monday through Friday.
• 8-hour shifts scheduled between 8:30 AM and 5:00 PM.

Work Schedule

• 40-hour work week with a 5-day schedule based on business needs.
• Schedules may include weekdays, weekends, and evening shifts up to 10:00 PM local time, including a permanent Saturday or Sunday schedule.
• Eligible for a 15% shift differential for hours worked after 6:00 PM local time and all hours worked on weekends.

What you'll do:

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

What you have:

• High School Diploma OR GED
• Ability to provide outstanding customer service for our members by communicating clearly and professionally by phone or email to process banking requests and provide information on banking products
• Ability to prioritize and multi-task while navigating through multiple business applications
• Strong interpersonal and communication skills, and the ability to pay attention to detail
• 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
• One year of demonstrated experience…