Financial Services Representative I

Securityplus Federal Credit Union - Owings Mills, MD

Full-time - Entry Level

Owings Mills, MD

Credit Intermediation and Related Activities

About the position

The Financial Services Representative I at Securityplus Federal Credit Union plays a crucial role in enhancing the financial well-being of members by providing exceptional service and guiding them through various financial solutions. This position emphasizes building lasting relationships, effective communication, and a commitment to member satisfaction within a supportive and innovative team environment.

Responsibilities

• Guide members and prospective members through the suite of financial solutions offered by the credit union.
• Provide excellent communication to help members understand complex financial information.
• Adapt quickly to new information and apply it to enhance member experiences.
• Build strong relationships with members through genuine empathy and dedication.
• Manage multiple responsibilities efficiently in a fast-paced banking environment.
• Exceed expectations through a proactive and goal-oriented approach.
• Maintain a solid understanding of financial services and regulatory requirements.

Requirements

• High School Diploma or GED is required.
• At least one year of hands-on experience in customer service, retail, banking, or financial services.
• Excellent communication skills, both verbal and written.
• Ability to learn quickly and apply new knowledge effectively.
• Strong interpersonal skills to build relationships with members.
• Ability to prioritize tasks and manage time effectively.
• Solid understanding of financial services and regulatory requirements.

Nice-to-haves

• Master's degree in a relevant field.
• Experience in consultative sales.

Benefits

• Health insurance
• Dental insurance
• 401(k) with company contributions
• Vision insurance
• Annual performance bonus
• Opportunities for career growth
• Flexible time off
• Collaborative work culture