Financial Service Representative III

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? 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.

Delivering Exceptional Member Service

You’ll create a seamless, positive experience for members by delivering outstanding service in cash handling, account origination, and loan origination environments. By listening carefully and anticipating needs, you’ll ensure every interaction reflects our mission and values.

Providing Personalized Financial Solutions

You’ll apply consultative sales techniques to introduce members to advanced products and services such as IRAs, business accounts, title loans, and real estate loans. You’ll offer tailored advice that elevates financial health and positions Securityplus as a trusted partner in every stage of life.

Driving Growth and Engagement

You’ll take initiative to source new business opportunities through proactive conversations in the lobby, teller windows, and community spaces. This includes driving growth in share-of-wallet, building employer partner relationships, and expanding membership through community events and activities. You’ll also encourage members to leverage our full range of access channels, including mobile and online banking, ITMs/ATMs, remote deposit, and shared branch services.

Mentoring and Team Leadership

You’ll act as a knowledge resource for the team, mentoring colleagues and preparing them for future career paths. By leveraging your in-depth knowledge of products, services, policies, and procedures, you’ll promote a culture of collaboration and continuous learning.

Building Community Connections

You’ll actively represent Securityplus in the community by leading presentations, engaging with local organizations, and promoting the benefits of membership. Your efforts will help grow the Credit Union’s reputation and reach.

Ensuring Operational Excellence

You’ll ensure daily branch operations run smoothly, maintain compliance with all credit union policies, procedures, and regulations, and safeguard member accounts by serving as the first line of defense against fraud and theft. You’ll foster relationships across business lines to deliver exceptional service and maintain a high standard of performance.

What You’ll Bring to the Table:

• 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.

Why You’ll Love Working at Securityplus:

Mission-Driven Organization:

You’ll be part of a credit union that empowers or people with financial security.

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.

Culture of Fun and Collaboration:

No egos, no endless meetings—just a team of passionate people who genuinely love working together.

Work-Life Balance:

We believe in work/life balance. No burnout allowed here!

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.