Financial Service Representative I

Securityplus Federal Credit Union • Parkville, MD

2d • Onsite

About The Position

Securityplus Federal Credit Union, a not-for-profit financial institution founded in 1938, is dedicated to empowering its members with financial security through tools, resources, and guidance. The organization operates under CARES values: Collaboration, Agility, Respect, Excellence, and Spirit, aiming to foster meaningful connections and deliver exceptional service. Securityplus strives to be the members' first choice by inspiring trust, confidence, and long-term relationships. Joining Securityplus means becoming part of a purpose-driven team focused on service, growth, and community.

The Financial Service Representative II role is crucial in enhancing the member experience by providing personalized financial solutions and strengthening member relationships. This position involves assisting members with complex transactions, guiding them through their financial journeys, and proactively promoting relevant products and services. The representative is expected to embody the credit union's mission and values in every interaction, leading to exceptional member experiences through consultative conversations, teamwork, and a commitment to service excellence. This role offers an opportunity for a motivated, service-driven professional to make a significant impact on members, the team, and the community.

Requirements

• Excellent Communication Skills: Ability to make complex financial information easy for members to understand, whether face-to-face, over the phone, or in writing.
• Ability to create a warm, welcoming environment that fosters trust and builds member loyalty.
• Executing Transactions with Precision: 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.
• Quick to Learn and Eager to Apply: Ability to quickly learn new information and use it to enhance member experience.
• Skilled in Building Relationships: Interpersonal skills with genuine empathy and dedication.
• Master of Prioritization and Efficiency: Ability to handle multiple responsibilities and manage time effectively.
• Driven and Goal-Oriented: Self-motivation, proactivity, and a goal-oriented approach.
• Solid Financial and Regulatory Awareness: Foundational understanding of financial services and regulatory requirements.
• 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 not explicitly asked for.

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 information, products, policies, or procedures to enhance member experience and provide accurate guidance.
• Deepen member relationships through genuine empathy and dedication in conversations.
• Manage multiple responsibilities effectively in a fast-paced banking environment, ensuring timely, individualized attention to each member.
• Proactively seek opportunities to make a meaningful impact for members and teammates.
• Guide members responsibly, respecting policies and maintaining ethical practices.
• Support 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