Securityplus Federal Credit Union · 2 hours ago
Financial Service Representative I - Floater
Woodlawn,MD,US
Full-time
Onsite
Entry Level
1+ years expSecurityplus Federal Credit Union is a not-for-profit financial institution dedicated to empowering people with financial security. The Financial Service Representative I plays a crucial role in delivering exceptional service and building relationships with members by assisting them with their financial needs and guiding them through products and services.
BankingFinancial Services
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. 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
Qualification
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. 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
Preferred
Cool, quirky skills we haven't asked about yet? We'd love to hear about them
Benefits
401(k) with company contributions
Health, dental, and vision coverage
Annual performance bonus
Monthly incentives
Company
Securityplus Federal Credit Union
SecurityPlus Federal Credit Union erve the financial needs of employees of the Social Security Administration.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Charissa Martin
SVP of Compliance and Risk
Recent News
Washington Business Journal
2025-03-13
Baltimore Business Journal
2025-02-10
The Business Journals
2024-06-04
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