Customer Service - Bank Sales & Service

USAA•Phoenix, AZ

1d•$43,680 - $44,680•Onsite

About The Position

USAA is seeking dedicated professionals for a Bank Customer Service & Sales role in their Phoenix office. This position offers a comprehensive, fully paid three-month training program designed to equip individuals with the necessary skills for success. The role involves facilitating member financial security through needs-based sales and service conversations within a defined banking line of business. USAA is committed to investing in its employees' growth and development, providing a supportive environment for learning and career advancement. Military veterans and spouses are highly encouraged to apply. This role is ideal for those looking for a fulfilling career where they can make a difference in the lives of USAA members.

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.