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Financial Center Specialist II

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Job ID
Date posted

Purpose of Job

**This position will be an in-office position located in FC Highland Falls NY**

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 servicing and/or facilitation on a variety of Banking products through various channels, but primarily face-to-face. Deepens member relationships through needs assessment and solution offerings from Bank products and services. Depending on location, may participate in local Military Affairs events.

**Work Schedule - Monday - Friday - 8:00 am - 5:30 pm
**Attend bi-monthly team meetings from 5:00 pm - 6:30 pm**

Job Requirements

  • Identifies and manages existing and emerging risks that stem from business activities and the job role.

  • Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled.

  • Follows written risk and compliance policies, standards, and procedures for business activities.

  • 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.

Minimum Experience:

  • High School Diploma or General Equivalency Diploma required.

  • 1 or more years of customer contact experience in a face to face or call center environment

  • Successful completion of a job-related training.

Preferred Experience:

  • 1 + years of retail banking

  • 3 + years of customer service in a Financial service Industry

  • Exceptional level of member retention, high level resolution and de-escalation experience

  • Ability to obtain notary


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 position. The salary range for this position is: $43,680.00 - $60,100.00

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

Geographical Differential: Geographic pay differential is additional pay provided to eligible employees working in locations where market pay levels are above the national average. 

Shift premium will be addressed on an individual-basis for applicable roles that are consistently scheduled for non-core hours. 


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.

Please click on the link below for more details.

USAA Total Rewards

Relocation assistance is notavailable for this position.

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.

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.

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