Customer Service - Bank Sales & Service

USAA
United States
Workplace: OnsiteFull timeUSD 43,680 - 44,680 annuallyFunction: Customer Support (Service Desk)Experience: 1+ yearsEducation: high_schoolSkills: ["Communication","Interpersonal skills","Empathy","Active listening","Time management"]

Provide needs-based banking service and sales for members by handling inbound calls in a fast-paced contact center. Identify member financial needs, navigate multiple systems, and offer relevant USAA digital tools and banking products (e.g., deposits, credit cards). Participate in a fully paid three-month training program and an in-office development track while delivering empathetic, professional, and compliant member experiences.

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FursaFursa
USAA
USAA
3 months ago

Customer Service - Bank Sales & Service

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 12 hours agoStatus: Live

Job Summary

Provide needs-based banking service and sales for members by handling inbound calls in a fast-paced contact center. Identify member financial needs, navigate multiple systems, and offer relevant USAA digital tools and banking products (e.g., deposits, credit cards). Participate in a fully paid three-month training program and an in-office development track while delivering empathetic, professional, and compliant member experiences.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Support (Service Desk)
Seniority: Mid level

Key Responsibilities

  • •Handle inbound member calls in a fast-paced contact center environment.
  • •Use probing questions and critical thinking to identify member needs and provide relevant solutions, which may include offering banking products.
  • •Navigate multiple systems and programs while maintaining member interactions across multiple channels.
  • •Develop banking product knowledge to attract new members and expand relationships through product acquisition.
  • •Advise and educate members on USAA digital tools and resources to improve the user experience.

Pay and Benefits

Salary: USD 43,680 - 44,680 annually
Perks:MedicalDentalVision401kPensionLife InsuranceParental BenefitsAdoption AssistancePaid LeavePaid HolidaysPaid VolunteerWellness StipendLearning Budget

Key Requirements

  • •High School Diploma or GED.
  • •Provide outstanding customer service by communicating clearly and professionally by phone or email to process banking requests and provide information on banking products.
  • •Prioritize and multitask while navigating multiple business applications.
  • •Demonstrate strong interpersonal and communication skills.
  • •Successful completion of a job-related assessment is required.
Experience:1+ yearsBankingFinancial servicesContact centerCustomer serviceNeeds-based sales
Education:High School
Skills:CommunicationInterpersonal skillsEmpathyActive listeningTime management

Company Brief

USAA
Provides insurance, banking, investment, and financial services to U.S. military members, veterans, and their families. Best known for auto, home, life insurance, and member-focused digital banking products.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Established Company
Headquarters: San Antonio, United States
Founded: 1922
WebsiteLinkedIn