Financial Foundations Associate - Bank Deposits
USAA - Tampa, FL

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Share our pride. Join our mission. USAA is currently seeking talented Financial Foundations

Associate - Deposits for our January 2014 training classes in our Tampa, FL facility.

As Financial Foundations Associate - Deposits for USAA, you will provide member service and/or facilitates product acquisition through various channels (e.g. phone, e-mail, fax). Gather information and close on product sales demonstrating intermediate skills and knowledge of USAA products and benefits. Identify member events to provide solutions on products and close on product sales that meet the member's needs and facilitate the member's financial security. Empathize with members and provide offers & solutions to make it easy for members to acquire a USAA product. (Job title will be Financial Foundations Associate).

  • Ability to work the following training hours: Monday - Friday 8:00 AM - 4:30 PM for the first 8-12 weeks.
  • Work Schedule: 40 hours 5 days between 7:30am-6:30pm Monday - Saturday.
  • A 30 percent Shift Premium pay would apply to work hours scheduled after 6pm, M-F & Saturday.
  • Acquires and demonstrates proficiency in applying intermediate knowledge of products, services, and processes.
  • Acquires and demonstrates proficiency in applying intermediate product acquisition and/or member service techniques.
  • Acquires and demonstrates proficiency in applying intermediate referral skills and relationship building with members by understanding life events and learning the multi-company product opportunities.
  • Seeks guidance from team members to resolve issues and to identify appropriate issues for escalation.
  • Additional responsibilities will include originating, approving and fulfilling products in compliance with all Bank and regulatory requirements.
Minimum Requirements
  • High School diploma or equivalent.
  • 2 years of customer contact experience in sales, military service, or call center environment OR Bachelors degree.
  • 1 year frequent (e.g. daily) communications with customers via telephone, e-mail and/or face-to-face.
  • 1 plus years experience multi-tasking in a Windows operating system environment.
  • 2 years of customer service experience in a relationship building environment.
  • Contact/Call Center experience.
  • Experience cross selling or up-selling products.
  • 1 years experience working in a problem resolution/analytical environment.
At USAA our employees enjoy one of the best benefits packages in the business, including business casual dress environment, comprehensive medical, dental and vision plans, along with wellness and wealth building programs. Additionally, our career path planning and continuing education will assist you with your professional goals.

Relocation assistance is not available for this position.

Qualified applicants must successfully complete a pre-employment background and drug screen.

USAA is an Equal Opportunity/Affirmative Action Employer.

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