Financial Service Representative I - Floater
About The Position
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 help us create meaningful moments for our members? The Financial Service Representative I plays an essential role in delivering outstanding service and building trusted relationships with our members. In this role, you’ll assist members and prospective members with their financial needs, guide them through our products and services, and help them take meaningful steps toward financial well-being while reflecting the mission and values of Securityplus. You will be part of a collaborative team that believes in service excellence, consultative guidance, and creating experiences that truly make a difference. With every interaction, you’ll have the opportunity to help members achieve their goals while growing your own career in a supportive, purpose-driven environment. This is an opportunity for a passionate, purpose-driven leader to make a lasting impact on our members, our team members, and the communities we serve.
Requirements
- 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.
- You know what it takes to deliver a standout experience, and you’re ready to connect with members by understanding their needs and helping them reach their goals.
- Cool, quirky skills we haven’t asked about yet? We’d love to hear about them.
Responsibilities
- Excellent Communication Skills
- Executing Transactions with Precision
- Quick to Learn and Eager to Apply
- Skilled in Building Relationships
- Master of Prioritization and Efficiency
- Driven and Goal-Oriented
- Solid Financial and Regulatory Awareness
Benefits
- 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, and the opportunity to earn an annual performance bonus and monthly incentives.
- Opportunities for Career Growth: We value internal development and offer opportunities for career progression into new roles and other departments as we continue to grow.
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
