Financial Service Representative II

About Securityplus Federal Credit Union:

At Securityplus Federal Credit Union, we’re more than just a financial institution—we’re a community dedicated to making a lasting impact on our members' lives. With a mission of building lasting relationships and ensuring that households in our communities are financially healthy, we always put our members first. Our obsession with creating a member-centric culture drives everything we do, and we’re looking for a Financial Service Representative II who shares that passion.

We’re a forward-thinking team that’s not afraid to innovate, push boundaries, and have a little fun while we’re at it. If you’re ready to help us grow and transform how we connect with our members, you might be the person we’re looking for.

About this Role:

Ready to elevate our member experience? As a Financial Service Representative II, you will take the lead in providing personalized financial services while fostering meaningful connections with our members. You’ll assist with complex transactions, help members navigate their financial needs, and proactively promote our services. Your mission will be to create exceptional member experiences and drive growth through consultative selling techniques.

If you’re passionate about making a difference and enjoy helping others, this role is perfect for you.

Delivering Exceptional Member Service

Provide exceptional care while managing advanced financial services such as account openings, IRAs, and business accounts. Ensure each member feels valued and supported by delivering personalized attention and consistently exceeding service expectations.

Providing Tailored Financial Solutions

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.

Fostering Growth

Proactively drive growth by deepening member relationships, increasing share of wallet, and expanding business partnerships. Utilize a service-driven approach that positions Securityplus as the trusted partner for all financial needs, contributing to both individual and business success.

Supporting Complex Transactions

Manage intricate financial transactions with accuracy, efficiency, and compliance. Ensure a seamless experience that reinforces member trust and aligns with Securityplus’ standards of operational excellence.

Knowledge Resource

Serve as a go-to resource for team members, offering expertise, guidance, and mentorship. Promote a culture of continuous learning, helping the team stay informed and deliver exceptional service.

Building Community Connections

Actively participate in community outreach and events to enhance Securityplus’ presence. Strengthen relationships by promoting membership benefits and fostering connections that extend beyond the branch, contributing to the credit union’s growth and reputation.

Fostering a High-Energy, Collaborative Team:

Partner across departments to address member needs and strengthen the credit union’s overall service effectiveness.

What You’ll Bring to the Table:

• 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 an MLO.
• Availability to work Saturdays.

Why You’ll Love Working at Securityplus:

Mission-Driven Organization:

You’ll be part of a credit union that’s all about helping our members and communities thrive.

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.

Reasonable Accommodations Statement

The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. If reasonable accommodation is needed, please contact Securityplus Federal Credit Union's Human Resources Department at 410.281.6200.

Physical Demands and Work Environment

This position involves typical office work such as the use of the PC, reviewing manuals and related office papers, the use of the telephone, fax, and photocopy machines. While performing the duties of this job, the employee is required to sit, occasionally stand, walk, reach, talk, and hear. The employee may occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

Equal Employment Opportunity

Securityplus Federal Credit Union provides equal employment opportunities to all applicants and employees and strictly prohibits any type of harassment or discrimination in regard to race, religion, age, color, sex, disability status, national origin, genetics, sexual orientation, protected veteran status, gender expression, gender identity, or any other characteristic protected under federal, state, and/or local laws.

At-Will Statement

Your employment with Securityplus Federal Credit Union is on an at-will basis, meaning either you or the Company can terminate the employment relationship at any time, for any or no reason, and with or without cause or notice. As an at-will employee, your employment with Securityplus Federal Credit Union is not guaranteed for any length of time.