Customer Service - Bank Sales & Service - Tampa, FL

VetJobs

Tampa (FL)

On-site

USD 44,000 - 45,000

Full time

11 days ago

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Job summary

VetJobs is seeking a Bank Customer Service & Sales Representative in Tampa, FL. This in-office role focuses on needs-based conversations to offer USAA Banking products and services, supporting deposits, credit cards, and website assistance.

Training is fully paid with a Monday–Friday schedule; 40 hours per week, with potential evening shifts and weekend work. A 15% shift differential applies post-6 PM and on weekends.

Qualifications

  • High School Diploma or GED required.
  • Excellent customer service and clear communication by phone or email.
  • Ability to prioritize and multi-task across multiple systems.
  • Strong interpersonal skills and attention to detail.
  • Successful completion of a job-related assessment is required.

Responsibilities

  • Handle inbound member calls in a fast-paced contact center environment.
  • Identify member needs and provide relevant banking solutions.
  • Navigate multiple systems and programs while maintaining engaging member interactions.
  • Develop banking product knowledge to attract new members and expand relationships.
  • Educate members on USAA digital tools to improve user experience.
  • Provide outstanding service with empathy, active listening, and professionalism.
  • Manage time and calls effectively to assist members with banking needs.
  • Collaborate with manager and team for continuous improvement.

Skills

Inbound calls
Customer service
Communication
Time management
Multi-tasking
Empathy
Needs-based selling

Education

High School/GED

Job description

Job Description

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.

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

Location: Tampa, FL

Worksite: Tampa Commerce Park Office: 17200 Commerce Park Boulevard

Worksite: Tampa Crosstown Office: 9527 Delaney Creek Blvd

Training Schedule
  • Fully paid training program.
  • Monday through Friday.
  • 8-hour shifts scheduled between 8:30 AM and 5:00 PM.
Work Schedule
  • 40-hour work week with a 5-day schedule based on business needs.
  • Schedules may include weekdays, weekends, and evening shifts up to 8:00 PM local time, including a permanent Saturday or Sunday schedule.
  • Eligible for a 15% shift differential for hours worked after 6:00 PM local time and all hours worked on weekends.
Minimum Education Required

High School/GED

Required Experience
What you'll do:
  • 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 existing 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
Work Environment
  • In-office contact center environment with a dedicated workstation, dual monitors, phone, and headset.
  • Support members through inbound calls while using multiple systems and applications.
  • Build valuable skills in multitasking, problem-solving, and customer service.
  • Most of your day will be spent assisting members by phone, with scheduled breaks included.
  • Two paid 20-minute breaks and one unpaid 35-minute lunch each shift.
  • Reliable attendance and schedule flexibility are important for success.
  • USAA maintains a tobacco-free, smoke-free, and vape-free workplace.
Additional Qualifications/Responsibilities
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, and the ability to pay attention to detail
  • Successful completion of a job-related assessment is required
What Sets You Apart
  • US military experience through military service or a military spouse/domestic partner
  • One year of demonstrated experience engaging customers in a needs‑based environment, applying military training to build trust, assess needs, and deliver mission‑focused solutions that translate directly to financial service and advisory roles. Core capabilities that translate directly to financial advisory and service roles.
  • Experience thriving in a high‑volume, fast‑paced contact center
  • Over six months of demonstrating strong communication, de‑escalation skills, and confidence handling complex customer matters.
City

Tampa

State

Florida

Job Category

Banking

Job Code

Banking Banking

Affiliate Sponsor

USAA

Salary Range

$30,000-$45,000

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