Customer Service - Bank Sales & Service - Tampa, FL

Military Spouse Corporate Career Network • Tampa, FL

5d • Onsite

About The Position

As a Bank Customer Service & Sales Representative, you will work within defined guidelines to support members’ financial security through needs-based sales and service conversations focused on a single banking line of business or product set, such as deposits, credit cards, and website customer support. You will identify members’ immediate and underlying financial needs and offer relevant USAA banking products, services, and resources.

This is an in-office contact center role in Tampa, Florida. You will primarily assist members by phone while using multiple systems and applications at a dedicated workstation. The work schedule is 40 hours per week over five days based on business needs; schedules may include weekdays, weekends, and evening shifts up to 8:00 PM local time, including a permanent Saturday or Sunday schedule. Training is fully paid and runs Monday through Friday, with eight-hour shifts scheduled between 8:30 AM and 5:00 PM. Shifts include two paid 20-minute breaks and one unpaid 35-minute lunch. A 15% shift differential applies to hours worked after 6:00 PM local time and all weekend hours.

Requirements

• High school diploma or GED.
• Ability to communicate clearly and professionally by phone or email to provide outstanding member service, process banking requests, and provide information about banking products.
• Ability to prioritize and multitask while navigating multiple business applications.
• Strong interpersonal and communication skills, with attention to detail.
• Successful completion of a job-related assessment.
• Reliable attendance and schedule flexibility.

Nice To Haves

• US military experience through military service or as a military spouse/domestic partner.
• One year of demonstrated experience engaging customers in a needs-based environment and applying military training to build trust, assess needs, and deliver mission-focused solutions.
• Experience thriving in a high-volume, fast-paced contact center.
• More than six months of experience demonstrating strong communication and de-escalation skills and confidence handling complex customer matters.

Responsibilities

• Handle inbound member calls in a fast-paced contact center environment.
• Use communication, probing questions, and critical thinking to identify member needs and provide relevant solutions, including banking product offers.
• Navigate multiple systems and programs efficiently while maintaining engaging interactions across channels.
• Develop banking product knowledge to attract new members and expand relationships with current members through product acquisition.
• Advise and educate members about USAA digital tools and resources to improve their user experience.
• Provide outstanding member service through empathy, active listening, and professionalism.
• Apply time and call management skills when assisting members with banking needs.
• Pursue continuous improvement and development through coaching and collaboration with the manager and team members.

Benefits

• Fully paid training program.
• 15% shift differential for hours worked after 6:00 PM local time and all hours worked on weekends.
• Two paid 20-minute breaks each shift.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED