Customer Service – Bank Sales & Service

USAA

Bank Customer Service & Sales Representative handling member calls for financial security needs at USAA. Utilizing communication skills and product knowledge to service membership efficiently.

Posted 5/28/2026full-timeSan Antonio • Texas • 🇺🇸 United StatesMid-LevelSenior💰 $43,680 - $44,680 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Benefits

Comp & perks

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
various wellness programs
career path planning and continuing education

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

banking productsdigital toolscall managementtime managementcustomer service

Soft Skills

effective communicationcritical thinkingempathyactive listeningprofessionalismattention to detailprioritizationmulti-tasking

Certifications

High School DiplomaGED