Intermediate Financial Center Specialist - Sensitive Position

USAA • Highland Falls, NY

14d • Onsite

About The Position

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Financial Center Specialist, you will within defined guidelines and framework, provide servicing and/or facilitation on a variety of Banking products through various channels, but primarily face-to-face. Your role will 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 Highland Falls, NY Financial Center. Relocation assistance is not available for this position. Work Schedule: Monday-Friday 8:30am-5:15pm

Requirements

• High School Diploma or General Equivalency Diploma required
• 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

• 1 year Bank Teller experience
• Strong communication
• Demonstrated strong attendance record
• US 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.

Benefits

• At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness.
• These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs.
• Additionally, our career path planning and continuing education assists employees with their professional goals.
• For more details on our outstanding benefits, visit our benefits page on USAAjobs.com

What This Job Offers

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