USAA Hiring for Bank Sales and Service Representative – Intermediate Job at San Antonio, TX Full Time

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 Sales Acquisition 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 2-3 days a week. The actual onsite days are settled between each employee and their manager.

Job Requirements

We are currently seeking dedicated professionals for future bank customer service and sales opportunities in 2023 with the desire to work a full time schedule. Work schedule times will vary and will include a weekend day, with weekday shifts ending as late as 10 PM local time. 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:
Explore member’s banking needs and responds with needs-based solutions.

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

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 direct supervision to identify and recommend thoughtful trade-offs for the member and USAA.

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

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

Identify and handle existing and emerging risks that stem from business activities and the job role.

Ensure risks associated with business activities are effectively identified, measured, supervised, and controlled.

Follow written risk and compliance policies and procedures for business activities.

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, including 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.

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.