Personal Financial Representative

American Eagle Financial Credit Union Incorporated • East Hartford, CT

4d • $23 - $24 • Onsite

About The Position

As a Personal Financial Representative, you’ll play a key role in delivering exceptional service and trusted guidance to our members. This is an opportunity to build lasting relationships, offer thoughtful financial solutions, and support individuals as they navigate important financial decisions. By taking the time to understand each member’s unique goals and circumstances, you’ll provide personalized support that makes a meaningful difference, helping our members feel confident, informed, and valued every step of the way.

Requirements

• Minimum of two years in a previous banking/customer service role
• High School Diploma/GED
• Ability to build trust through empathy, active listening, and clear communication
• Ability to identify needs and offer tailored financial solutions
• Ability to take ownership of work, embrace feedback, and adapt in a fast-paced, evolving workplace

Nice To Haves

• Demonstration of the ability to meet qualifications without an absolute focus on duration of experience

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

Benefits

• Individual development plans
• Educational reimbursement
• Job shadowing across departments
• Hands-on leadership practice through specialized trainings

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: High school or GED