Financial Service Representative I
Securityplus Federal Credit Union, Baltimore, MD, United States
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.
Overview 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 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
Excellent Communication Skills
– You’re a natural communicator, making it easy for members to understand complex financial information, no matter the platform—be it face‑to‑face, over the phone, or in writing. You create a warm, welcoming environment that fosters trust and builds member loyalty with every interaction.
Executing Transactions With Precision
– Accurately process a wide range of transactions—payments, card orders, and digital banking requests—with a strong focus on efficiency, precision, and attention to detail, ensuring seamless service for every member interaction.
Quick To Learn And Eager To Apply
– New information? Bring it on. You’re quick to learn and excel at using that knowledge to enhance our members’ experience. Whether it’s a new product, policy, or procedure, you adapt swiftly, always ready to provide accurate, relevant guidance that benefits our members and improves our service.
Skilled In Building Relationships
– You understand that every member interaction is a chance to deepen a relationship. Your interpersonal skills bring genuine empathy and dedication to each conversation, leaving members feeling heard, valued, and confident in their financial journey with us.
Master Of Prioritization And Efficiency
– Banking can be fast paced, but you thrive in it. You handle multiple responsibilities without skipping a beat, managing your time to ensure that each member receives timely, individualized attention.
Driven And Goal‑Oriented
– Self‑motivation is at the heart of who you are. You’re proactive, always looking to make a meaningful impact for members and teammates alike.
Solid Financial And Regulatory Awareness
– A foundational understanding of financial services and regulatory requirements underpins everything you do.
Qualifications
A High School Diploma or GED.
At least one year of hands‑on experience in customer service, retail, banking, or financial services.
Available to work Saturdays.
Demonstrated ability to deliver a standout experience and connect with members.
Additional skills or experiences are welcome.
Why You’ll Love Working at Securityplus
Competitive salary and comprehensive retirement benefits, including a 401(k) with company contributions, health, dental, and vision coverage, and the opportunity to earn an annual performance bonus and monthly incentives.
Opportunities for career progression into new roles and other departments.
Work‑life balance with flexible time off.
Culture of fun and collaboration—no egos, no endless meetings.
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 410.281.6200.
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. The employee may occasionally lift and/or move up to 25 pounds. Vision and noise requirements described.
At‑Will Statement Your employment with Securityplus Federal Credit Union is at‑will.
Application Acknowledgment I understand the description of this job and the essential functions, as given above. I also understand that not all of the duties are described above, and that I will perform those above and other related duties as directed by my supervisor and management. I further understand that employment is at‑will, and that either I or my employer may terminate the employment relationship at any time.
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Overview 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 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
Excellent Communication Skills
– You’re a natural communicator, making it easy for members to understand complex financial information, no matter the platform—be it face‑to‑face, over the phone, or in writing. You create a warm, welcoming environment that fosters trust and builds member loyalty with every interaction.
Executing Transactions With Precision
– Accurately process a wide range of transactions—payments, card orders, and digital banking requests—with a strong focus on efficiency, precision, and attention to detail, ensuring seamless service for every member interaction.
Quick To Learn And Eager To Apply
– New information? Bring it on. You’re quick to learn and excel at using that knowledge to enhance our members’ experience. Whether it’s a new product, policy, or procedure, you adapt swiftly, always ready to provide accurate, relevant guidance that benefits our members and improves our service.
Skilled In Building Relationships
– You understand that every member interaction is a chance to deepen a relationship. Your interpersonal skills bring genuine empathy and dedication to each conversation, leaving members feeling heard, valued, and confident in their financial journey with us.
Master Of Prioritization And Efficiency
– Banking can be fast paced, but you thrive in it. You handle multiple responsibilities without skipping a beat, managing your time to ensure that each member receives timely, individualized attention.
Driven And Goal‑Oriented
– Self‑motivation is at the heart of who you are. You’re proactive, always looking to make a meaningful impact for members and teammates alike.
Solid Financial And Regulatory Awareness
– A foundational understanding of financial services and regulatory requirements underpins everything you do.
Qualifications
A High School Diploma or GED.
At least one year of hands‑on experience in customer service, retail, banking, or financial services.
Available to work Saturdays.
Demonstrated ability to deliver a standout experience and connect with members.
Additional skills or experiences are welcome.
Why You’ll Love Working at Securityplus
Competitive salary and comprehensive retirement benefits, including a 401(k) with company contributions, health, dental, and vision coverage, and the opportunity to earn an annual performance bonus and monthly incentives.
Opportunities for career progression into new roles and other departments.
Work‑life balance with flexible time off.
Culture of fun and collaboration—no egos, no endless meetings.
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 410.281.6200.
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. The employee may occasionally lift and/or move up to 25 pounds. Vision and noise requirements described.
At‑Will Statement Your employment with Securityplus Federal Credit Union is at‑will.
Application Acknowledgment I understand the description of this job and the essential functions, as given above. I also understand that not all of the duties are described above, and that I will perform those above and other related duties as directed by my supervisor and management. I further understand that employment is at‑will, and that either I or my employer may terminate the employment relationship at any time.
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