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USAA Financial Foundations Specialist Interview Questions

Updated Oct 2, 2014
Updated Oct 2, 2014
14 Interview Reviews

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Financial Foundations Specialist Interview

Anonymous Interview Candidate in Tampa, FL
Anonymous Interview Candidate in Tampa, FL
Application Details

I applied online – interviewed at USAA in August 2014.

Interview Details

I completed the very extensive application, assessment and simulated call situations. I had a phone interview with HR that lasted about 20 minutes. Had an in-person interview a couple of days later with 2 woman who each asked scenario questions and typed notes. They were very clear about their micromanaging. Also, they required that I give up my Fl Health Insurance as a condition of employment.

Interview Questions
  • Describe a time when you made a customer service mistake and how you resolved it. Give an example of how you handled a difficult situation.   Answer Question
No Offer
Average Interview

Other Interview Reviews for USAA

  1.  

    Financial Foundations Specialist Interview

    Anonymous Interview Candidate in Phoenix, AZ
    Anonymous Interview Candidate in Phoenix, AZ
    Application Details

    I applied online. The process took 4 weeksinterviewed at USAA in May 2014.

    Interview Details

    Phone interview, followed by phone interview, drug testing, on line assessment, and background check. Final interview with HR mgr and dept mgr at home site. Less than one hour to complete.

    Interview Questions
    • Pretending to be a travel agent and overcoming objections that have nothing to do with insurance.   Answer Question
    No Offer
    Neutral Experience
    Average Interview
  2.  

    Financial Foundations Specialist Interview

    Anonymous Interview Candidate in Phoenix, AZ
    Anonymous Interview Candidate in Phoenix, AZ
    Application Details

    I applied online. The process took 6+ weeksinterviewed at USAA in May 2014.

    Interview Details

    The company is choosy about whom it hires. That is great. They only want the best of the best working there, and I am all for that considering that they serve the best customer base our country has to offer.

    Interview Questions
    • Why are you looking to leave your current job? This question was difficult because I did not really want to get into any issues I have with my current employer.   View Answer
    No Offer
    Negative Experience
    Average Interview
  3.  

    Financial Foundations Specialist Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied online. The process took 1+ weekinterviewed at USAA.

    Interview Details

    One face to face interview with two managers, approximately 12 questions, focus is on sales skills, overcoming objections, ability to work a repetitive job, ability to resolve things for a difficult customer or situation

    Interview Questions
    • Describe a time that you were able to convince someone to buy something that they were not originaly interested in.   Answer Question
    Negotiation Details
    No opportunity to negotiate salary or benefits
    Accepted Offer
    Positive Experience
    Easy Interview
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    Financial Foundations Specialist Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied online – interviewed at USAA.

    Interview Details

    I was contacted by a recruiter about a week after I applied online in which we scheduled a phone interview and then an in-person interview was scheduled a week later. In the meantime I was required to complete a drug test, submit further background information and submit fingerprint samples for criminal background screenings. At the in person interview the hiring manager was on time and very courteous. Although he was actually managing another division from which I was applying he stated he wished I would have applied for a position in his division, and the interview went seamlessly.

    Interview Questions
    • The most unexpected question was I was asked to repeat a one page policy letter to the best of my ability after it was read to me, since the position was a customer service related one and I would have to remember and apply what customers were saying to me.   Answer Question
    No Offer
    Positive Experience
    Easy Interview
  6.  

    Financial Foundations Specialist Interview

    Anonymous Interview Candidate in San Antonio, TX
    Anonymous Interview Candidate in San Antonio, TX
    Application Details

    I applied online. The process took 2 weeksinterviewed at USAA in February 2014.

    Interview Details

    Applied online via USAA website. Finally made it to phone interview after applying for numerous positions. I was sent an assessment email about a week after applying. The following week received an email for phone interview with recruiter, which told me she would call at 2 pm the following Saturday. I was available and waited by the phone, unfortunately my cell phone didn't ring, but I received a voicemail notification. It was the recruiter, so I immediately called back. She answered and I explained what happened, she said no problem and we got started with the interview. We went over my background and she told me about the company benefits and salary. She asked if I were prior military or military spouse. I told her my husband had served. She asked if I had any experience up selling products. I told her yes and about the experience. She asked me to give her an example of a situation inwhich I tried to sell a product to a customer and they initially declined and how I was able to change their mind. Being that my experience was a service first job, I didn't have an experience like that to share and relayed that to the recruiter. So, to end the interview she said she would pass along resumes to the manager and they would make decisions on the following Monday as to who would get face to face interviews. I thanked her and we ended the call.
    I knew from other reviews that the recruiter made the decision as to who moved further. She lied about that...I logged on to their website to check my status on Sunday and it said 'rejected in interview'. Don't know why the lie was necessary, but oh well. It's funny because their so called values are Service, Loyalty, Honesty, and Integrity. It should be more like sales, dishonesty, and maybe service, hahaha!

    Interview Questions
    • Give me an example of a time when a customer initially declined a sale and describe how you we able to change their minds...   Answer Question
    No Offer
    Negative Experience
    Average Interview
  7.  

    Financial Foundations Specialist Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied online – interviewed at USAA in February 2014.

    Interview Details

    I applied online to several positions and got rejections for most of them. Then finally i received an email with an assessment. I completed it and it took about 3 weeks for me to receive another email with a date and time for a phone interview. I have completed my phone interview yesterday. It wasnt too difficult just questions about my previous positions and why I left. No give me a "specific time" questions. My recruiter went over benefits, schedule and pay and asked if I needed to take time off for the next 3 months. At the end she said she will forward the information to a manager and decisions are made by the end of the week. I felt that the interview went okay, but after seeing some of the previous comments I am not too sure anymore. We shall see!!

    Interview Questions
    Accepted Offer
    Average Interview
  8.  

    Financial Foundations Specialist Interview

    Anonymous Interview Candidate in San Antonio, TX
    Anonymous Interview Candidate in San Antonio, TX
    Application Details

    I applied online. The process took 2 weeksinterviewed at USAA in December 2013.

    Interview Details

    I applied online, took the testing portion and passed. I then received a call a couple days later to schedule a phone interview. The phone interview was about 15 min long and that went well. After the phone interview, I had to take my drug test and have a backround check. I still am in the process of having my face to face interview tomorrow morning. Everything has been going smoothly with the hiring process.

    Interview Questions
    • The phone interview questions are basic questions about your past experiences, and what kind of skills/expertise you can bring to the position. After about 15 min, my interviewer then scheduled a face to face interview tomorrow with 2 managers on site.   Answer Question
    No Offer
    Positive Experience
    Average Interview
  9.  

    Financial Foundations Specialist Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied online – interviewed at USAA.

    Interview Details

    applied online, took an 1hr long test online. got a an email 2 days later, saying the recruiter will call me, waited and hour for his call.

    Interview Questions
    No Offer
  10.  

    Financial Foundations Specialist Interview

    Anonymous Interview Candidate in Phoenix, AZ
    Anonymous Interview Candidate in Phoenix, AZ
    Application Details

    I applied online – interviewed at USAA in August 2012.

    Interview Details

    First interview was via telephone. The HR rep was about 30 minutes late calling me and seemed very distracted and uninterested. The next interview was with a manager at their office. The questions asked were the typical behavioral interview type. The hardest part was that the manager basically stared at her computer the entire time and didn't smile. She also seemed very uninterested. I'm not sure if it's because they had done a number of interviews but their demeanor reflected negatively on my impression of the company. I was told I would hear within 3 business days the outcome of the interview.

    Interview Questions
    No Offer
    Negative Experience
    Average Interview

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