Financial Security Specialist

1 day ago


San Antonio, Texas, United States USAA Full time
About USAA

We have an important mission: serving the members of the military community and their families. It's both a chance to say thank you and the opportunity to put your talents to work in a meaningful way. To do it right, we need the right people. We're looking for those who share our values of honesty, integrity, loyalty and service.

At USAA, we prioritize providing excellent customer service to our members. Our comprehensive, fully paid three-month training program includes all training materials, class discussions, hands-on training, and e-learning modules. This ensures that our new hires are well-prepared to handle the demands of this role.

The Opportunity

We are currently seeking dedicated professionals for future bank customer service and sales opportunities. The successful candidate will be based in our San Antonio office and will work within defined guidelines to facilitate the financial security of members through needs-based sales and service conversations on a single Banking line of business or product set (for example; deposits, credit cards, and website customer support).

In this role, you will make a difference to our members as you identify immediate and underlying financial needs and respond with relevant solutions through offering USAA Banking products and services. You will be responsible for handling inbound member calls in a fast-paced contact center environment, using effective communication probing questions and critical thinking skills to identify member needs and provide relevant solutions.

Key Responsibilities:

  • Handle inbound member calls and respond to their queries efficiently.
  • Use effective communication skills to identify member needs and provide relevant solutions.
  • Navigate multiple systems and programs while maintaining an engaging member interaction.
  • 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.

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

What We Offer:

As a Financial Security Specialist at USAA, you can expect a competitive salary ranging from $43,680 to $44,680 per year, depending on your experience and qualifications. In addition, you will enjoy best-in-class benefits to support your physical, financial, and emotional wellness, including 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.



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