Financial Service Representative II

Securityplus Federal Credit Union • Woodlawn, MD

1h

About The Position

Ready to elevate our member experience? 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

• Associates degree or equivalent work experience required.
• Two (2) years of experience in customer service, financial services, or sales, with a focus on providing tailored solutions.
• Strong consultative sales skills with a passion for helping members reach their financial goals.
• Excellent communication skills—verbal, written, and interpersonal.
• 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

• Provide exceptional care while managing advanced financial services such as account openings, IRAs, and business accounts.
• Take a consultative approach to understand each member’s unique financial situation and offer customized solutions that strengthen their financial health, addressing everything from personal banking needs to business needs.
• Proactively drive growth by deepening member relationships, increasing share of wallet, and expanding business partnerships.
• Manage intricate financial transactions with accuracy, efficiency, and compliance.
• Serve as a go-to resource for team members, offering expertise, guidance, and mentorship.
• Actively participate in community outreach and events to enhance Securityplus’ presence.
• Partner across departments to address member needs and strengthen the credit union’s overall service effectiveness.

Benefits

• Competitive Salary & Benefits Package: We offer a competitive salary and comprehensive retirement benefits, including a 401(k) with company contributions, health, dental, and vision coverage, along with the opportunity to earn an annual performance bonus.
• Opportunities for Career Growth: We value internal development and offer opportunities for career progression into new roles and other departments.
• Work-Life Balance: We believe in work/life balance. No burnout allowed here!
• Culture of Fun and Collaboration: No egos, no endless meetings—just a team of passionate people who genuinely love working together to make a positive difference.

What This Job Offers

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