Financial Service Representative I

Securityplus Federal Credit Union • Woodlawn, MD

11d • Onsite

About The Position

Securityplus Federal Credit Union is a not-for-profit financial institution dedicated to empowering members with financial security. The Financial Service Representative II plays an important role in delivering personalized financial solutions and strengthening member relationships. In this role, you’ll assist members with complex transactions, guide them through their financial journeys, and proactively promote products and services that meet their needs, while ensuring every interaction reflects our mission and values. You will take the lead in creating exceptional member experiences through consultative conversations, teamwork, and a commitment to service excellence. Your expertise and care will help members achieve their financial goals while contributing to the growth and success of Securityplus. This is an opportunity for a motivated, service-driven professional to make a meaningful impact—on our members, our team, and the communities we proudly serve.

Requirements

• Excellent Communication Skills: Ability to make it easy for members to understand complex financial information, be it face-to-face, over the phone, or in writing.
• Ability to create a warm, welcoming environment that fosters trust and builds member loyalty.
• Ability to learn quickly and apply new knowledge to enhance member experience.
• Strong interpersonal skills with genuine empathy and dedication.
• Ability to thrive in a fast-paced banking environment and handle multiple responsibilities.
• Self-motivation, proactivity, and a goal-oriented approach.
• Foundational understanding of financial services and regulatory requirements.
• Respect for policies and commitment to ethical practices.
• A High School Diploma or GED is required.
• At least one year of hands-on experience in customer service, retail, banking, or financial services.
• Available to work Saturdays.

Nice To Haves

• Cool, quirky skills we haven’t asked about yet.

Responsibilities

• Assist members with complex transactions.
• Guide members through their financial journeys.
• Proactively promote products and services that meet member needs.
• Ensure every interaction reflects the mission and values of Securityplus.
• Create exceptional member experiences through consultative conversations, teamwork, and a commitment to service excellence.
• Accurately process a wide range of transactions—payments, card orders, and digital banking requests—with a strong focus on efficiency, precision, and attention to detail.
• Adapt swiftly to new products, policies, or procedures, always ready to provide accurate, relevant guidance.
• Handle multiple responsibilities without skipping a beat, managing time to ensure each member receives timely, individualized attention.
• Proactively look for opportunities to make a meaningful impact for members and teammates.
• Guide members responsibly, supporting the integrity of the credit union’s operations.

Benefits

• Competitive salary
• Comprehensive retirement benefits, including a 401(k) with company contributions
• Health coverage
• Dental coverage
• Vision coverage
• Opportunity to earn an annual performance bonus
• Monthly incentives
• Opportunities for career progression into new roles and other departments
• Flexible time off

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED