Financial Service Representative III

Securityplus Federal Credit Union • Owings Mills, MD

13h • $22 - $33 • Onsite

About The Position

As a Financial Service Representative III, you’ll take a leadership role in delivering advanced financial services and mentoring your team. You’ll work closely with members to understand their needs, provide tailored solutions, and guide them through complex transactions. This role is a blend of service, sales, and leadership—designed for someone who thrives on building strong relationships, driving growth, and supporting team development. You’ll also represent Securityplus in the community, support business partnerships, and serve as a trusted advisor to both members and colleagues. If you’re looking for a dynamic position where you can make an impact, elevate your expertise, and help shape the member experience, this is the role for you.

Requirements

• Associate's degree or equivalent work experience required.
• Three (3) 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 in 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.

Nice To Haves

• Certified Credit Union Financial Counselor (CCUFC) designation preferred.

Responsibilities

• Create a seamless, positive experience for members by delivering outstanding service in cash handling, account origination, and loan origination environments.
• Apply consultative sales techniques to introduce members to advanced products and services such as IRAs, business accounts, title loans, and real estate loans.
• Take initiative to source new business opportunities through proactive conversations in the lobby, teller windows, and community spaces.
• Act as a knowledge resource for the team, mentoring colleagues and preparing them for future career paths.
• Actively represent Securityplus in the community by leading presentations, engaging with local organizations, and promoting the benefits of membership.
• Ensure daily branch operations run smoothly, maintain compliance with all credit union policies, procedures, and regulations, and safeguard member accounts by serving as the first line of defense against fraud and theft.

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

What This Job Offers

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