Financial Service Representative II

Securityplus Federal Credit Union • Baltimore, MD

6d

About The Position

The Financial Service Representative II delivers personalized financial solutions and strengthens member relationships at Securityplus Federal Credit Union. The role assists members with complex transactions, guides them through financial decisions, and proactively promotes products and services suited to their needs. Through consultative conversations, teamwork, and service excellence, the representative helps members pursue their financial goals and contributes to the credit union’s growth and community presence.

Requirements

• Associate degree or equivalent work experience.
• Two years of experience in customer service, financial services, or sales, focused on providing tailored solutions.
• Strong consultative sales skills and a passion for helping members achieve financial goals.
• Excellent verbal, written, and interpersonal communication skills.
• Experience handling complex financial transactions and a deep understanding of financial products and services.
• Self-motivated and goal-oriented, with the ability to thrive in a fast-paced environment.
• Eligibility to register with the Nationwide Mortgage Licensing System & Registry (NMLS) and maintain registration as a Mortgage Loan Originator (MLO).
• Availability to work Saturdays.

Responsibilities

• Manage advanced financial services, including account openings, IRAs, and business accounts, while providing personalized member service.
• Understand members’ financial situations and offer tailored solutions for personal and business banking needs.
• Deepen member relationships, increase share of wallet, and expand business partnerships through service-driven growth efforts.
• Handle complex financial transactions accurately, efficiently, and in compliance with operational standards.
• Serve as a knowledgeable resource for team members by providing guidance and mentorship.
• Participate in community outreach and events, promote membership benefits, and build connections beyond the branch.
• Collaborate across departments to address member needs and improve service effectiveness.

Benefits

• 401(k) with company contributions
• Health coverage
• Dental coverage
• Vision coverage
• Opportunity to earn an annual performance bonus
• Opportunities for career progression into new roles and departments

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree