Financial Foundations Associate - Home Equity
USAA - San Antonio, TX

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As a Fortune 200 financial services company with more than $113.5 billion in owned and managed assets, USAA is on a mission - to facilitate the financial security of our members, the men and women of the U.S. military and their families worldwide. Headquartered on a showcase campus in San Antonio, TX, USAA attributes its long-standing success to its most valuable resource, our 23,000 employees. They are the heart and soul of our member-service culture.

Recently Ranked 100 Best Companies to Work For by Fortune in 2012 , we are proud to receive consistently outstanding awards and ratings for member service, employee well-being and financial strength. Everything that happens at USAA is based on our core values: Service, Loyalty, Honesty, and Integrity . These are the foundations of how we do business with our members, as well as how we treat each other.

We are currently seeking talented Financial Foundations Associate - Home Equity for our San Antonio, TX facility to start on August 19th .


Provides member service and/or facilitates product sales through various channels (e.g., phone, mail, e-mail, face-to-face). Deepens member relationships through needs assessment and solution offerings from USAA products and services. Gathers information and close on product sales demonstrating intermediate skills and knowledge of USAA products and benefits. Identifies 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. Empathizes with members and provide offers & solutions to make it easy for members to acquire a USAA product. In the Financial Center, interacts with members face to face to close on product sales. Responds to and complete member requests.

Work Schedule/Training Hours
  • Ability to work a five day 40 hour work week Monday through Friday between the hours of 7:30am-7:00pm.
  • Ability to attend up to 5 weeks of paid structured classroom training: Monday through Friday 8:00am-4:30pm.
Minimum Requirements
  • 2 years of customer contact experience in a sales, military, or call center environment to include a minimum of 1 year frequent (e.g., daily) communications with customers via telephone, e-mail and/or face-to-face - or- Bachelors degree - or - successful completion of USAA MX Financial Foundations seasonal program.
  • 1+ years experience multi-tasking in a Windows operating systems environment.
  • High School Diploma (or GED).
  • Bachelors degree.
  • 2 years of customer contact experience in a Financial Services Call Center.
  • 6+ months experience frequently communicating (minimum 60 percent of the time) with customers by phone, e-mail, and/or face to face.
  • Recent Home Equity product experience.
  • Call center experience.
*Qualifications may warrant placement in a higher job level*

In addition to other USAA applicant screenings, individuals hired for this position must be federally registered on the National Mortgage and Licensing System Registry (NMLSR) after being hired. The NMLSR will require you to provide identification information, financial services related employment history, and disclose certain criminal, civil judicial or regulatory/licensing actions that have been brought against you. It also requires that you be fingerprinted for an FBI background check.

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 requirements that may be performed in the job.

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.

USAA also offers a variety of on-site services and conveniences to help you manage your work and personal life, including seven cafeterias, two company stores and three fitness centers.

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.

Percentage of Travel:

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USAA - 17 months ago - save job
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