Member Experience & Financial Solutions Specialist

Securityplus Federal Credit Union; Lochearn (MD); On-site; USD 34,000 - 46,000; Full time

Job summary

Securityplus Federal Credit Union in Maryland seeks a Financial Service Representative II to join our member-focused team. You will handle complex transactions, guide members through their financial journeys, and promote suitable products and services with care and accuracy.

In this full-time non-exempt role, you’ll create exceptional member experiences through consultative conversations, teamwork, and a commitment to service excellence while upholding regulatory standards.

Qualifications

• High School Diploma or GED required.
• At least one year of hands-on experience in customer service, retail, banking, or financial services.
• Available to work Saturdays.
• Strong communication and interpersonal skills.

Responsibilities

• Process a wide range of transactions accurately (payments, card orders, digital banking).
• Assist members with complex transactions and guide them in financial journeys.
• Promote products and services that meet members' needs.
• Deliver exceptional member experiences through consultative conversations.

Skills

Communication skills

Transaction processing

Learn quickly

Relationship building

Time management

Motivation and goals

Regulatory awareness

Education

High School Diploma or GED

Job description

Securityplus Federal Credit Union in Maryland seeks a Financial Service Representative II to join our member-focused team. You will handle complex transactions, guide members through their financial journeys, and promote suitable products and services with care and accuracy.

In this full-time non-exempt role, you’ll create exceptional member experiences through consultative conversations, teamwork, and a commitment to service excellence while upholding regulatory standards.