Customer Service Advisor

FetchJobs.co; United States; On-site; USD 36,000 - 52,000; Full time

Benefits offered by this job

Medical insurance

Dental coverage

Vision coverage

401(k) with match

Pension options

Life insurance

Parental leave

Adoption assistance

Paid time off

Volunteer hours

Wellness programs

Career development

Job summary

USAA is seeking a Bank Customer Service & Sales Representative to deliver outstanding service and tailored financial solutions to our members. The role handles inbound calls in a fast‑paced center, with a fully paid three‑month training program and an in‑office development track at our Phoenix location near Norterra Dr.

Shifts run 6:00 am to 10:00 pm with a 15% differential for evenings and weekends. We value veterans and military spouses and offer a supportive career path with relocation

Qualifications

• The ideal candidate will possess a high school diploma or GED and demonstrate a strong commitment to providing exceptional customer service.
• You should be able to communicate clearly and professionally via phone or email, demonstrating active listening and empathy.
• The ability to prioritize tasks, multi‑task efficiently across multiple systems, and navigate various business applications is essential.
• Successful completion of a job‑related assessment is required to evaluate your suitability for the role.

Responsibilities

• Handle inbound member calls in a dynamic contact center environment, providing prompt and courteous assistance.
• Utilize effective probing questions and critical thinking skills to identify member needs and recommend appropriate banking solutions.
• Navigate multiple systems and platforms seamlessly while maintaining engaging and professional member interactions across various channels.
• Develop and expand banking product knowledge to attract new members and deepen relationships with existing members through product acquisition.
• Educate members on USAA digital tools and resources to enhance their user experience and promote self‑service options.
• Demonstrate empathy, active listening, and professionalism to deliver outstanding member service.
• Manage time effectively to handle calls efficiently and resolve member inquiries promptly.
• Engage in continuous learning and development through coaching sessions and team collaboration to improve performance and service quality.

Skills

Active listening

Empathy

Communication skills

Customer service

Education

High school diploma or GED

Job description

About The Company USAA is a leading financial services provider dedicated to serving the military community and their families. Our mission is to empower our members to achieve financial security by offering highly competitive products, exceptional customer service, and trusted financial advice. We pride ourselves on our core values of honesty, integrity, loyalty, and service, which guide our interactions with members and colleagues alike. USAA fosters a collaborative and inclusive work environment that encourages growth, innovation, and professional development. We are committed to supporting active‑duty military spouses and providing flexible work arrangements to accommodate their unique needs. Join USAA and become part of an organization that makes a meaningful difference in the lives of those who serve our nation.

About The Company USAA is a leading financial services provider dedicated to serving the military community and their families. Our mission is to empower our members to achieve financial security by offering highly competitive products, exceptional customer service, and trusted financial advice. We pride ourselves on our core values of honesty, integrity, loyalty, and service, which guide our interactions with members and colleagues alike. USAA fosters a collaborative and inclusive work environment that encourages growth, innovation, and professional development. We are committed to supporting active‑duty military spouses and providing flexible work arrangements to accommodate their unique needs. Join USAA and become part of an organization that makes a meaningful difference in the lives of those who serve our nation.

About The Role As a Bank Customer Service & Sales Representative at USAA, you will play a vital role in delivering outstanding service and tailored financial solutions to our members. This position offers an exciting opportunity for individuals seeking to build a career in banking and customer engagement. The role involves handling inbound calls in a fast‑paced contact center environment, where your primary responsibility is to assist members with their banking needs and identify opportunities to introduce relevant products and services. You will be trained extensively through a comprehensive, fully paid three‑month program that includes classroom instruction, hands‑on practice, and e‑learning modules. Our in‑office development program is designed to equip you with the skills necessary to succeed, foster a proactive support style, and promote continuous growth. Located at our Phoenix office near Norterra Dr. (Happy Valley) and I‑17, this role offers flexible scheduling options, including shifts from 6:00 am to 10:00 pm, with a shift differential of 15% for evening and weekend hours. We encourage military veterans and spouses to apply, and while relocation assistance is not provided, we offer a supportive environment for career advancement. This position is ideal for individuals who are passionate about helping others, possess strong communication skills, and be eager to develop their sales and customer service expertise.

Qualifications The ideal candidate will possess a high school diploma or GED and demonstrate a strong commitment to providing exceptional customer service. You should be able to communicate clearly and professionally via phone or email, demonstrating active listening and empathy. The ability to prioritize tasks, multi‑task efficiently across multiple systems, and navigate various business applications is essential. Successful completion of a job‑related assessment is required to evaluate your suitability for the role.

• Handle inbound member calls in a dynamic contact center environment, providing prompt and courteous assistance.
• Utilize effective probing questions and critical thinking skills to identify member needs and recommend appropriate banking solutions.
• Navigate multiple systems and platforms seamlessly while maintaining engaging and professional member interactions across various channels.
• Develop and expand banking product knowledge to attract new members and deepen relationships with existing members through product acquisition.
• Educate members on USAA digital tools and resources to enhance their user experience and promote self‑service options.
• Demonstrate empathy, active listening, and professionalism to deliver outstanding member service.
• Manage time effectively to handle calls efficiently and resolve member inquiries promptly.
• Engage in continuous learning and development through coaching sessions and team collaboration to improve performance and service quality.

Benefits USAA offers a comprehensive benefits package designed to support the physical, financial, and emotional well‑being of our employees. Benefits include medical, dental, and vision coverage, a 401(k) plan with company match, pension options, life insurance, parental leave, adoption assistance, and a paid time off program that includes holidays and volunteer hours. We also provide wellness programs and resources to promote a healthy work‑life balance. Our commitment to professional growth is reflected in our career development programs and continuing education opportunities, enabling employees to achieve their personal and professional goals.

Equal Opportunity USAA is an Equal Opportunity Employer. We are committed to fostering an inclusive environment where all qualified applicants receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. We believe diversity enhances our organization and strengthens our ability to serve our members effectively. All employment decisions are made based on merit and business needs.