Financial Service Representative III
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. Guided by CARES values (Collaboration, Agility, Respect, Excellence, and Spirit), the organization fosters meaningful connections and delivers exceptional service. The vision is 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. This role involves a leadership position in delivering advanced financial services and mentoring the team. The Financial Service Representative III works closely with members to understand their needs, provide tailored solutions, and guide them through complex transactions. The position combines service, sales, and leadership, aiming for individuals who excel at building relationships, driving growth, and supporting team development. Responsibilities also include representing Securityplus in the community, supporting business partnerships, and acting as a trusted advisor to members and colleagues.
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.
- Source new business opportunities through proactive conversations in the lobby, teller windows, and community spaces.
- Drive growth in share-of-wallet, build employer partner relationships, and expand membership through community events and activities.
- Encourage members to leverage the full range of access channels, including mobile and online banking, ITMs/ATMs, remote deposit, and shared branch services.
- Act as a knowledge resource for the team, mentoring colleagues and preparing them for future career paths.
- Promote a culture of collaboration and continuous learning by leveraging in-depth knowledge of products, services, policies, and procedures.
- 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.
- Safeguard member accounts by serving as the first line of defense against fraud and theft.
- Foster relationships across business lines to deliver exceptional service and maintain a high standard of performance.
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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
