Floating 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.

About This Role

Ready to elevate our member experience? 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.

Responsibilities

• Excellent Communication Skills: Communicate complex financial information clearly and warmly across face-to-face, phone, and written interactions to foster trust and build member loyalty.
• Executing Transactions With Precision: Accurately process a wide range of transactions—payments, card orders, and digital banking requests—with efficiency, precision, and attention to detail.
• Quick To Learn And Eager To Apply: Rapidly learn new products, policies, and procedures to provide accurate and relevant guidance that enhances the member experience.
• Skilled In Building Relationships: Use interpersonal skills and genuine empathy to deepen member relationships, ensuring they feel heard, valued, and confident in their financial journey.
• Master Of Prioritization And Efficiency: Thrive in a fast-paced banking environment by managing multiple responsibilities and ensuring each member receives timely, individualized attention.
• Driven And Goal-Oriented: Proactively contribute to a positive, results-focused team culture by exceeding expectations and making a meaningful impact for members and teammates.
• Solid Financial And Regulatory Awareness: Apply a foundational understanding of financial services and regulatory requirements to guide members responsibly while upholding the integrity of the credit union’s operations.

Requirements

• A 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 to support members when it’s most convenient for them.
• Ability to deliver a standout experience by understanding member needs and helping them reach their financial goals.

Benefits

• Competitive salary and 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.
• Opportunities for career growth and internal development.
• Flexible time off to support work-life balance.
• Collaborative and fun team culture with a focus on making a positive difference.

Physical Demands and Work Environment

This position involves typical office work, including the use of a PC, telephone, fax, and photocopy machines. 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 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.