Full-Time

Customer Service

Bank

Posted on 12/17/2024

USAA

USAA

10,001+ employees

Financial services for military members and families

Fintech
Financial Services

Compensation Overview

$43.7k - $44.7kAnnually

+ Pay Incentives

Entry, Junior

Phoenix, AZ, USA

Position based in Phoenix office at 1 Norterra Drive, Phoenix, AZ 85085. Relocation assistance is not available.

Category
Customer Success Management
Sales & Account Management
Required Skills
Customer Service
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.
Responsibilities
  • Handle inbound member calls in a fast-paced contact center environment.
  • Use effective communication probing questions and critical thinking skills to identify member needs and provide relevant solutions which may include offering banking products.
  • Efficiently navigate multiple systems and programs while maintaining an engaging member interaction that may occur across multiple channels.
  • 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.
  • Embrace continuous improvement and development through coaching and collaboration with manager and team members.

USAA provides financial services specifically for the military community, including active-duty members, veterans, and their families. They offer a variety of products such as auto, home, life, and health insurance, as well as banking services like checking and savings accounts, credit cards, loans, and mortgages. Their retirement services include investment options and personalized financial planning. USAA's membership model means that only military members and their families can access their services, allowing them to tailor their offerings to the unique financial needs of this community. This focus on the military distinguishes USAA from other financial service providers. The company's goal is to support the financial wellness of its members through competitive rates, no monthly fees, and extensive resources for managing finances.

Company Stage

N/A

Total Funding

N/A

Headquarters

San Antonio, Texas

Founded

1922

Simplify Jobs

Simplify's Take

What believers are saying

  • USAA is investing $6.7 million in new office space in San Antonio by 2025.
  • USAA's digital tools enhance customer experience, boosting satisfaction and retention.
  • USAA's collaboration with Yahoo DSP improves digital advertising efficiency and sustainability.

What critics are saying

  • USAA faces regulatory compliance issues as noted by the OCC reprimand in 2023.
  • Recent layoffs at USAA may indicate underlying financial or operational challenges.
  • A lawsuit alleging breach of contract could harm USAA's reputation and finances.

What makes USAA unique

  • USAA exclusively serves military members, veterans, and their families.
  • USAA offers competitive auto insurance rates and banking services with no monthly fees.
  • USAA's leadership team has strong military backgrounds, enhancing their service commitment.

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