Personal Financial Representative

American Eagle Financial Credit Union Incorporated•West Hartford, CT

1d•Onsite

About The Position

As a Personal Financial Representative, you will play a key role in delivering exceptional service and trusted guidance to members. This opportunity involves building lasting relationships, offering thoughtful financial solutions, and supporting individuals through important financial decisions. By understanding each member’s unique goals and circumstances, you will provide personalized support to help them feel confident, informed, and valued.

Requirements

Ability to build trust through empathy, active listening, and clear communication
Enjoy helping others and committed to delivering a positive experience in every interaction
Approach each conversation with curiosity and care, identifying needs and offering tailored financial solutions that align with members’ goals
Find meaning in making a difference and thrive in a mission focused environment where work supports financial freedom and long-term impact
Take ownership of work, embrace feedback, and adapt with confidence in a fast-paced, evolving workplace
Minimum of two years in a previous banking/customer service role (demonstration of ability to meet qualifications is prioritized over duration of experience)
High School Diploma/GED

Responsibilities

Expertly onboard new members and seamlessly handle Visa, consumer loan, and home equity loan applications
Leverage digital tools to enhance member engagement, ensuring seamless access to online and mobile platforms, personalizing the experience
Collaborate with internal and external partners such as financial advisors, merchant services, and mortgage originators to expand service offerings to our members
Maintain a polite and professional demeanor in all communications, whether in person or over the phone to build trust and foster positive relationships with members
Engage in active listening during interactions with members, fully focusing on their needs and concerns, and providing thoughtful, accurate responses to ensure their satisfaction
Educate members about Credit Union products and services, helping them make informed decisions and optimize their financial well-being
Represent the Credit Union at sponsored community events to promote positive engagement
Participate in volunteer activities within the local community to support and enhance the Credit Union’s presence
Support and participate in business development activities such as bank at work, lunch and learns, and financial literacy events