Customer Service - Bank Sales & Service

External

Usaa · Tampa Crosstown

Full-timeRemoteToday

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About the role

It is all about learning and growing. Our Bank Customer Service & Sales role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid three-month training program includes all training materials, class discussions, hands-on training, and e-learning modules. 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. We are currently seeking dedicated professionals to work in our Tampa Crosstown office for future customer service and sales opportunities in 2026. The office is located at 9527 Delaney Creek Blvd, Tampa, FL 3361 . We have various schedules ranging from 6:00 am to 10:00 pm local time. These roles include a shift differential of 15% for any weekday hours worked after 6:00 pm and any hours worked on Saturday or Sunday. Weekly work schedules vary and will include one weekend day. We have new training classes starting every month. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. As a Bank Customer Service & Sales Representative, you'll work within defined guidelines to facilitate the financial security of members through needs-based sales and service conversations on a single Banking line of business or product set (for example, deposits, credit cards, and website customer support). 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.

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

What you have:

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

What sets you apart:

1 year of proven customer engagement in a needs‑based sales environment , demonstrating your ability to assess client needs, recommend appropriate solutions, and build trust-core expectations in financial advisory and service roles.

Experience thriving in a high‑volume, fast‑paced contact center

Over six months of high‑volume phone engagement (60%+), demonstrating strong communication, de‑escalation skills, and confidence handling complex customer matters.

US military experience through military service or a military spouse/domestic partner

Compensation range: The hiring range for this position is: $43,680.00- $44,680.00

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 requi

Customer Service - Bank Sales & Service

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