Customer Service and Sales Representative (Member Solutions Associate)

Purpose of Job

Provides member onboarding, servicing and/or facilitation of product sales through various channels (e.g., phone, mail, e-mail, face-to-face). Deepens and retains member relationships through needs assessment and solution offerings from USAA products and services.

Job Requirements

Tasks:

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.
Responds to and complete member requests.

Minimum Education:

High School Diploma

General Equivalency Diploma

Minimum Experience:

Up to 1 year or more of customer service in a retail and/or financial services environment.

Successful completion of a job-related assessment may be required.