Customer Service - Bank Sales & Service

USAA•San Antonio, TX

7d•Onsite

About The Position

USAA is seeking dedicated professionals, including military veterans, for Bank Customer Service & Sales Representative roles in their San Antonio 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 members' financial security through needs-based sales and service conversations within a defined banking line of business. Responsibilities include handling inbound calls, identifying member needs, offering relevant USAA Banking products and services, navigating multiple systems, and educating members on digital tools. The company emphasizes a culture of honesty, integrity, loyalty, and service, and is proud to support active-duty military spouses with potential remote or hybrid flexibility.

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, and the ability to pay attention to detail
Successful completion of a job-related assessment is required

Nice To Haves

US military experience through military service or a military spouse/domestic partner
One year of demonstrated experience engaging customers in a needs‑based environment, applying military training to build trust, assess needs, and deliver mission‑focused solutions that translate directly to financial service and advisory roles.
Core capabilities that translate directly to financial advisory and service roles.
Experience thriving in a high‑volume, fast‑paced contact center
Over six months of demonstrating strong communication, de‑escalation skills, and confidence handling complex customer matters.

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