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Bank Sales and Service Contact Center Representative II

Company: USAA
Location: Yuma
Posted on: May 3, 2021

Job Description:

Purpose of Job

Within defined guidelines and framework, facilitates the financial security of members through needs-based sales and/or service conversations on multiple Banking lines of business or product set(s). Serves members in a consistent and compliant way by identifying immediate and underlying financial needs and responding with relevant solutions. Deepens and retains member relationships through offering USAA Banking products and services.

Job Requirements

We are currently seeking talented Bank Sales and Service Contact Center Representatives for our Phoenix AZ. location for future opportunities in 2021.

Click on link below to watch USAA Banking and Insurance Customer Service Careers Spotlight:https://www.youtube.com/watch?v=i6SPVgJL_Z8

Come join our award winning team! USAA was recently recognized by Forbes as one of the Best Employers in the U.S. and FORTUNE magazine highlighted us as one of the World's Most Admired Companies. We are proud to consistently receive outstanding awards and ratings for member service, employee well-being and financial strength. Everything that happens at USAA is based on our core values: Service, Loyalty, Honesty, and Integrity. These are the foundations of how we do business with our members, as well as how we treat each other.

As a Bank Sales and Service Contact Center Representative you will be doing the following tasks:


Identifies and manages existing and emerging risks that stem from business activities and the job role.
Ensures risks associated with business activities are effectively 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 supervision to identify and recommend smart trade-offs for the member and USAA.
Identifies and confirms the members immediate request(s) and works to resolves issues.
Explores members 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 USAAs core values. Demonstrates commitment to quality through member interactions.

Minimum Requirements:

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 may be required.

Preferred Requirements:

2+ Years Banking experience and Sales Experience 2+ years Sales Experience 1+ years Contact Center Experience

Work Schedule:

Monday - Friday as early as 11:00AM - 8:00PM PHX time and one weekend day between 7:30AM - 4:00PM


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 position. The salary range for this position is: $33,280.00 - $55,100.00.

Employees may be eligible for pay incentives based on overall corporate and individual performance or at the discretion of the USAA Board of Directors.

Geographical Differential: Geographic pay differential is additional pay provided to eligible employees working in locations where market pay levels are above the national average.

Shift premium will be addressed on an individual-basis for applicable roles that are consistently scheduled for non-core hours.


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.

Please click on the link below for more details.

USAA Total Rewards

Keywords: USAA, Yuma , Bank Sales and Service Contact Center Representative II, Other , Yuma, Arizona

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