Financial Service Representative

Position: Financial Service Representative I

Description

Since 1938, Security plus 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 Security plus, 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 Security plus.

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.

Requirements

In this full-time non-exempt role, you’ll be responsible for:

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. You know how to keep things running smoothly while meeting both personal and team goals.

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. Your goal-oriented approach means you don’t just meet expectations—you exceed them, contributing to a positive, results-focused team culture.

Solid Financial and Regulatory Awareness

A foundational understanding of financial services and regulatory requirements underpins everything you do. With respect for policies and a commitment to ethical practices, you’re ready to guide members responsibly, all while supporting the integrity of our credit union’s operations.

What You’ll Bring to the Table

• A High School Diploma or GED is required to ensure you have the foundational skills to empower you to perform successfully in this…