Bank Sales and Service Representative - Intermediate
USAA
Phoenix, AZ
sales
sales service
service representative
representative
intermediate
military
financial
sales
mission
community
training
serving
learning
March 23, 2023
USAA
Phoenix, AZ
FULL_TIME
Why USAA?
Let's do something that really matters.
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. Because what we do is just as important as how we do it. Come be a part of what makes us so special!
It is all about learning and growing.
Our Bank Sales Acquisition role may be a new career for you, but the journey is mapped out. There's a lot to learn. Our comprehensive, fully paid three-month training program including class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently.
Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our membership. After six months in-office, you'll have the opportunity to work in a hybrid model where you can work from home 2 days a week.
The Opportunity
We are currently seeking dedicated professionals to work in our Phoenix office for future bank sales acquisition opportunities in 2023 with the desire to work a full time schedule which will include a weekend day. Work hours will be as late as 10 PM local time. Military Veterans and spouses are highly encouraged to apply.
As an Intermediate Bank Sales and Service Representative you will work within defined guidelines to facilitate the financial security of members through needs-based sales conversations on a single Banking line of business or product set. 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.
What you'll do:
- Explores member's banking needs and responds with needs-based solutions.
- Recommends new Banking products that might be of interest to the member.
- Maintains high levels of member satisfaction consistent with USAA's core values. Demonstrates dedication to quality through member interactions.
- Identifies and confirms the member's immediate request(s) and works to resolve issues.
- Identifies and handles existing and emerging risks that stem from business activities and the job role.
- Ensures risks associated with business activities are efficiently identified, measured, monitored, and controlled.
- Follows written risk and compliance policies and procedures for business activities.
- Provides operational support to members with their banking needs on multiple Banking products.
- Reviews accounts and transactions to ensure adherence with regulatory guidelines and may be required to take action and/or escalate non-compliant issues.
- Works under limited direct supervision to identify and recommend smart trade-offs for the member and USAA.
What you have:
- High School Diploma or General Equivalency Diploma
- 1 year of customer service, financial services member contact, or military experience required.
- Strong interpersonal and communication skills.
- Ability to prioritize and multi-task, including navigating through multiple business applications
- Knowledge and understanding of bank regulatory and compliance requirements
- Successful completion of a job-related assessment is required
What sets you apart:
- US military experience through military service or a military spouse/domestic partner
- 2 Years Banking experience and Sales Experience
- 2 years Sales Experience
- 1 years Contact Center Experience
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $43,750 - $63,800 *.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
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.
Relocation assistance is not available for this position.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
If you are an existing USAA employee, please use the internal career site in OneSource to apply.
Please do not type your first and last name in all caps.
Find your purpose. Join our mission.
USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity.
USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself - you just need to share our passion for serving our more than 13 million members.
USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.
USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.
Let's do something that really matters.
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. Because what we do is just as important as how we do it. Come be a part of what makes us so special!
It is all about learning and growing.
Our Bank Sales Acquisition role may be a new career for you, but the journey is mapped out. There's a lot to learn. Our comprehensive, fully paid three-month training program including class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently.
Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our membership. After six months in-office, you'll have the opportunity to work in a hybrid model where you can work from home 2 days a week.
The Opportunity
We are currently seeking dedicated professionals to work in our Phoenix office for future bank sales acquisition opportunities in 2023 with the desire to work a full time schedule which will include a weekend day. Work hours will be as late as 10 PM local time. Military Veterans and spouses are highly encouraged to apply.
As an Intermediate Bank Sales and Service Representative you will work within defined guidelines to facilitate the financial security of members through needs-based sales conversations on a single Banking line of business or product set. 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.
What you'll do:
- Explores member's banking needs and responds with needs-based solutions.
- Recommends new Banking products that might be of interest to the member.
- Maintains high levels of member satisfaction consistent with USAA's core values. Demonstrates dedication to quality through member interactions.
- Identifies and confirms the member's immediate request(s) and works to resolve issues.
- Identifies and handles existing and emerging risks that stem from business activities and the job role.
- Ensures risks associated with business activities are efficiently identified, measured, monitored, and controlled.
- Follows written risk and compliance policies and procedures for business activities.
- Provides operational support to members with their banking needs on multiple Banking products.
- Reviews accounts and transactions to ensure adherence with regulatory guidelines and may be required to take action and/or escalate non-compliant issues.
- Works under limited direct supervision to identify and recommend smart trade-offs for the member and USAA.
What you have:
- High School Diploma or General Equivalency Diploma
- 1 year of customer service, financial services member contact, or military experience required.
- Strong interpersonal and communication skills.
- Ability to prioritize and multi-task, including navigating through multiple business applications
- Knowledge and understanding of bank regulatory and compliance requirements
- Successful completion of a job-related assessment is required
What sets you apart:
- US military experience through military service or a military spouse/domestic partner
- 2 Years Banking experience and Sales Experience
- 2 years Sales Experience
- 1 years Contact Center Experience
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $43,750 - $63,800 *.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
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.
Relocation assistance is not available for this position.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
If you are an existing USAA employee, please use the internal career site in OneSource to apply.
Please do not type your first and last name in all caps.
Find your purpose. Join our mission.
USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity.
USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself - you just need to share our passion for serving our more than 13 million members.
USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.
USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.
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