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Equity Servicing Specialist
USAA | San Antonio, TX | 8/24/2014
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JOB DESCRIPTION

We are currently seeking talented Equity Servicing Specialist for our San Antonio, TX facility.

PURPOSE OF JOB

As Financial Foundations Associate - Equity Servicing Specialist 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).

JOB DUTIES

  • 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.

TRAINING / WORK SCHEDULE:

  • Ability to work the following shift: 4 day, 4.5 day, or 5 day work week with the following hours; Monday - Friday between 11:30am and 10:00pm and Saturday 9:00am-6:00pm.
  • Ability to work the following training hours: Monday - Friday between 8:00am - 4:30pm (6-8 weeks).
  • This role does include a 30% shift differential for working after 6:00pm and on weekends. Schedules may vary based upon needs.


JOB 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.
  • Agent's license or ability to obtain within a designated number of attempts if applicable.

Preferred

  • 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.
  • Experience in Equity Servicing.

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.

Share our pride. Join our mission.

As a Fortune 200 financial services organization, 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 by providing a full range of financial services and products. Headquartered on a showcase campus in San Antonio, TX, USAA attributes its long-standing success to its most valuable resource, our 26,000 employees. They are the heart and soul of our member-service culture.

Recently Ranked #17 in Fortune's 100 Best Companies to Work For in 2014 and marking our fifth straight year in the list's Top 50, 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.

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 EEO/AA Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status or other status protected by law.

JOB SNAPSHOT

Employment Type: Full-Time
Base Pay: N/A
Other Pay: N/A
Industry: Insurance
Education: High School
Experience: Not Specified
Manages Others: Not Specified
Relocation: Not Specified
Required Travel: Not Specified
Job ID: US-20733
COMPANY OVERVIEW
USAA

Share our pride. Join our mission.

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 22,000 employees. They are the heart and soul of our member-service culture.

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