Financial Center Specialist II - Sensitive Profile

USAA•Annapolis, MD

1d•Onsite

About The Position

USAA is seeking a mid-level Financial Center Specialist II to provide servicing and facilitation for a variety of Banking products, primarily face-to-face. This role involves deepening member relationships through needs assessment and offering solutions from Bank products and services. Depending on the location, participation in local Military Affairs events may be required. This position is designated as a Sensitive Position, requiring individuals to have the authority to conduct in-scope activities involving USAA or Member funds. Employees in Sensitive Positions must fulfill a Mandatory Time-Away (MTA) requirement of 10 consecutive business days each calendar year. This specific role requires the employee to be in the office 5 days per week at the Annapolis, Maryland Financial Center.

Requirements

High School Diploma or General Equivalency Diploma.
1 or more years of customer contact experience in a face-to-face or call center environment.
Successful completion of a job-related training.

Nice To Haves

3+ years of customer contact experience in the financial services industry.
Exceptional level of Member Retention, high level resolution, and de-escalation experience.
Face- to- face retail banking experience.
Certified Notary for the state of Maryland or ability to obtain Notary Commission within 90 days.
U.S. military experience through military service or a military spouse/domestic partner.

Responsibilities

Interacts with members face-to-face, to close on multiple member product sales through a variety of channels.
Identifies member events to provide solutions on Banking products that meet member needs and facilitate their financial security.
Empathizes with member to provide product solutions and deepen the member relationship through a variety of channels.
Conducts lobby front-desk leadership activities using the SERVE model to greet and route member to the appropriate channel.
Performs routine member service requests including those that require knowledge of financial instruments, Teller's Check and ATM cards.
Ensures understanding and adherence to all Banking regulatory and compliance policies and procedures.
May work Military Affairs events in the local academy market.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.