Financial Service Representative II

Job Description

Job Description

Description:

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? 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.

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 a Mortgage Loan Originator (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.

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.

Reasonable Accommodations Statement  

Consistent with the Americans with Disabilities Act (ADA), it is the policy of Securityplus Federal Credit Union to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. 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 View phone number on ziprecruiter.com.

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.

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.