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Intermediate Financial Center Specialist…
- USAA (San Antonio, TX)
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Why USAA?
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 San Antonio, TX Financial Center.
Relocation assistance is **not** available for this position.
What you'll do:
+ 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.
What you have:
+ 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.
What sets you apart:
+ 3+ years of customer contact experience in a financial services industry.
+ Exceptional level of Member Retention, high level resolution, and de-escalation experience
+ Face- to- face customer service experience
+ Safe Deposit experience
+ Notary Public
Compensation range:** The salary range for this position is: $43,680.00 - $69,260.00 **.
**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.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
**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
_Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting._
_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.
California applicants, please review our HR CCPA - Notice at Collection (https://statmcstg.usaa.com/mcontent/static\_assets/Media/enterprise\_hr\_cpra\_notice\_at\_collection.pdf) here.
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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