Consumer Account Specialist-Intermediate - Sensitive Profile

Posted 4 Days Ago
Be an Early Applicant
2 Locations
44K-67K Annually
Junior
Insurance
The Role
Provide member service for consumer bank accounts, ensuring accurate transaction processing and compliance. Maintain and update member accounts, resolve issues, and ensure customer satisfaction while adhering to regulatory requirements.
Summary Generated by Built In

Why USAA?Let’s do something that really matters.
At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation’s military, but we all share in the mission to give back to those who did. We’re working as one to build a great experience and make a real impact for our members.
We believe in our core values of honesty, integrity, loyalty and service. They’re what guides everything we do – from how we treat our members to how we treat each other. Come be a part of what makes us so special!

The Opportunity

This job profile is designated as a Sensitive Position. Sensitive Positions are those positions in which individuals have the authority and ability to conduct in-scope activities (movement of USAA or Member funds) as defined within the Enterprise Sensitive Positions Mandatory Time-Away Compliance Policy. Employees in Sensitive Positions are required to fulfill a Mandatory Time-Away (MTA) requirement of 10 consecutive business days each calendar year. 

Within defined guidelines and framework, provides member service for consumer bank accounts. Performs transaction processing through omni channels for various bank products. Ensures transactions are accurate and responsible for providing quality service within compliance requirements. Partners with other cross-functional teams to research, analyze, and resolve member account or loan maintenance problems.

We offer a flexible work environment that requires an individual to be in the

office 4 days per week. This position will be located in San Antonio, TX,.


Relocation assistance is not available for this position.

Work Schedule - Monday - Friday 8:30 am - 5:00 pm local time
Training - 3 weeks - 8:00 am - 5:00 pm CST

What you'll do:

  • Performs maintenance, research, and resolution of member accounts within established processes
  • Updates member account information on various Bank products that may include Credit Card, Deposit, Consumer Loan, Home Equity Loans and Archived Accounts.
  • Contacts members in adherence to service level objectives for additional information and/or provides status and final resolution, as requested. Meets member satisfaction objectives.
  • Reviews required account documentation to ensure compliance with state federal regulations.
  • May analyze and review required account documentation to ensure compliance with USAA, State and Federal regulations and policy.
  • Seeks guidance from team members to resolve issues and identifies appropriate issues for escalation.
  • May participate in ad-hoc seasonal business activities.
  • Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

  • High School Diploma or General Equivalency Diploma required.
  • 1 year customer contact experience in a sales, military, or call center environment via telephone, e-mail, and/or face-to-face
  • Developing knowledge federal regulations including Bank Secrecy Act, OFAC, USA Patriot Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Bliley Act, Regulation E.
  • Developing knowledge of Windows operating system environment and Microsoft Office tools.

What sets you apart:

  • Experience with SCRA (Servicemembers Civil Relief Act)
  • Experience with DMDC (Defense Manpower Date Center)

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.

What we offer:

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $43,680.00- $67,030.00

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include 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, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, please visit our benefits page on USAAjobs.com.

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

 

USAA is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other legally protected characteristic.

Top Skills

,
The Company
Austin, TX
35,000 Employees
On-site Workplace

What We Do

At USAA, our mission is more than just words – it’s the reason we do what we do. Our goal is to be the military community’s provider of choice for insurance, banking, financial products and advice.

Take a look back at our history and you’ll see a strong track record of providing members with the highest level of care and support. And we’re proud to continue helping them achieve better financial futures.

It’s that kind of dedication that’s helped us grow to more than 35,000 employees. Share our passion for serving those who serve? Whether you’re connected to the military or not, we’re always looking for talented individuals to join our team.

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