Financial Specialist Jobs in Maryland

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs.

The Opportunity

As a dedicated Financial Center Specialist II (mid-level), within defined guidelines and framework provide servicing and/or facilitation on a variety of Banking products through various channels, but primarily face-to-face. Deepen member relationships through needs assessment and solution offerings from Bank products and services. Depending on location, may participate in local Military Affairs events.

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.

This role requires an individual to be in the office 5 days per week at our Annapolis, Maryland Financial Center.

Work Schedule:

• Monday-Friday
• 8:30am-5:15pm

Relocation assistance is not available for this position.

What you’ll do:

• Interacts with members face-to-face, to close on multiple member product sales through a variety of channels.
• Identifies member events to provide solutions on Banking products that meet member needs and facilitate their financial security.
• Empathizes with member to provide product solutions and deepen the member relationship through a variety of channels.
• Conducts lobby front-desk leadership activities using the SERVE model to greet and route member to the appropriate channel.
• Performs routine member service requests including those that require knowledge of financial instruments, Teller's Check and ATM cards.
• Understanding and adherence to all Banking regulatory and compliance policies and procedures.
• May work Military Affairs events in the local academy market.
• 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.

• 1 or more years of customer contact experience in a face-to-face or call center environment.
• Successful completion of a job-related training.

What sets you apart:

• 3+ years of customer contact experience in the financial services industry.
• Exceptional level of Member Retention, high level resolution, and de-escalation experience.
• Face- to- face retail banking experience.
• Certified Notary for the state of Maryland or ability to obtain Notary Commission within 90 days.
• U.S. military experience through military service or a military spouse/domestic partner.

Compensation: The salary range for this position is: $43,680 - $65,540.

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

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.

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

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.

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, 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 Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.