Financial Service Representative I
About The Position
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 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.
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.
Nice To Haves
- 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 flexible time off. 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
Number of Employees
51-100 employees
