Financial Service Representative III

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

Ready to elevate our member experience? 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.
• Certified Credit Union Financial Counselor (CCUFC) designation preferred.