Financial Center Specialist II - Sensitive Profile

USAA•Annapolis, MD

3d•$43,680 - $65,540•Onsite

About The Position

As a dedicated Financial Center Specialist II (mid-level), within defined guidelines and framework provide servicing and/or facilitation on a variety of Banking products through various channels, but primarily face-to-face. Deepen member relationships through needs assessment and solution offerings from Bank products and services. Depending on location, may participate in local Military Affairs events. This job profile is designated as a Sensitive Position. Sensitive Positions are those positions in which individuals have the authority and ability to conduct in-scope activities (movement of USAA or Member funds) as defined within the Enterprise Sensitive Positions Mandatory Time-Away Compliance Policy. Employees in Sensitive Positions are required to fulfill a Mandatory Time-Away (MTA) requirement of 10 consecutive business days each calendar year. This role requires an individual to be in the office 5 days per week at our 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.
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.