Financial Service Representative I

About Securityplus Federal Credit Union

Since 1938, Securityplus Federal Credit Union has proudly served our members and communities as a not-for-profit financial institution. Our mission is to empower people with financial security, providing the tools, resources, and guidance they need to reach their goals with confidence. Guided by our CARES values of Collaboration, Agility, Respect, Excellence, and Spirit, we create meaningful connections and deliver exceptional service in everything we do. We believe in doing what is right for our members, supporting one another as a team, and making a positive impact that extends far beyond our branches. Our vision is to be our members’ first choice by providing experiences that inspire trust, confidence, and long-term relationships. When you join Securityplus, you become part of a purpose-driven team that believes in service, growth, and the power of community.

About This Role

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.

Responsibilities

• Execute complex financial transactions (payments, card orders, digital banking requests) with precision and efficiency.
• Communicate clearly and warmly—face-to-face, by phone, or in writing—to help members understand financial information and build trust.
• Quickly learn and apply new products, policies, and procedures to provide accurate, relevant guidance.
• Build strong member relationships through empathy, active listening, and consultative conversations.
• Prioritize and manage multiple tasks in a fast-paced environment, ensuring timely, individualized attention for each member.
• Demonstrate self-motivation and a goal-oriented mindset to exceed expectations and contribute to team success.
• Maintain a solid understanding of financial services and regulatory requirements to guide members responsibly.

Requirements

• High School Diploma or GED.
• At least one year of hands-on experience in customer service, retail, banking, or financial services.
• Availability to work Saturdays.
• Commitment to delivering standout member experiences by understanding needs and helping members reach their goals.

Benefits

• Competitive salary.
• Comprehensive retirement benefits, including a 401(k) with company contributions.
• Health, dental, and vision coverage.
• Opportunity to earn an annual performance bonus and monthly incentives.
• Flexible time off and a focus on work-life balance.
• Career growth opportunities through internal development and progression into new roles or departments.
• Collaborative, fun, and ego-free team culture.

Schedule

Full-time, non-exempt role. Saturday availability required.

Physical Demands and Work Environment

This position involves typical office work, including use of PC, telephone, fax, and photocopy machines. The employee is required to sit, occasionally stand, walk, reach, talk, and hear. May occasionally lift and/or move up to 25 pounds. Requires 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.