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Securityplus Federal Credit Union · 1 day ago

Financial Service Representative I

Woodlawn,MD,US

Full-time

Onsite

Entry Level

1+ years exp

Securityplus Federal Credit Union is a not-for-profit financial institution that has served its members since 1938. They are seeking a Financial Service Representative I to deliver personalized financial solutions, assist members with transactions, and promote products and services while ensuring exceptional service.

BankingFinancial Services

Responsibilities

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

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

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

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

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

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

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

Qualification

Customer Service ExperienceFinancial Services KnowledgeTransaction ProcessingCommunication SkillsRegulatory AwarenessRelationship BuildingTime ManagementGoal-Oriented

Required

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

At least one year of hands-on experience in customer service, retail, banking, or financial services

Available to work Saturdays so members get the support they need when it's most convenient for them

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

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

Quick to Learn and Eager to Apply: You're quick to learn and excel at using that knowledge to enhance our members' experience

Skilled in Building Relationships: You understand that every member interaction is a chance to deepen a relationship

Master of Prioritization and Efficiency: 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

Solid Financial and Regulatory Awareness: A foundational understanding of financial services and regulatory requirements underpins everything you do