Customer Service - Bank Sales & Service

USAA•Phoenix, AZ

3d•$43,680 - $44,680•Onsite

About The Position

USAA is seeking dedicated professionals for Bank Customer Service & Sales roles in their Phoenix office, with opportunities starting in 2026. This role involves facilitating member financial security through needs-based sales and service conversations, primarily within the banking line of business (e.g., deposits, credit cards). The position offers a comprehensive, fully paid three-month training program designed to equip new hires with the necessary skills and knowledge. USAA is committed to investing in employee growth and development, fostering a proactive and independent support style. The company values honesty, integrity, loyalty, and service, and is proud to support active-duty military spouses with potential remote or hybrid flexibility. Military veterans and spouses are highly encouraged to apply.

Requirements

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
Successful completion of a job-related assessment is required

Nice To Haves

1+ year of experience in a needs-based sales or customer engagement environment within a bank or financial advisory setting, with a demonstrated track record of assessing customer needs, recommending appropriate solutions, and building trust
Proven success in a high‑volume, fast‑paced contact center environment
6+ months of heavy phone-based interaction (60%+), with strong communication, de-escalation, and confidence handling complex customer situations
US military experience through military service or a military spouse/domestic partner

Responsibilities

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