Personal Financial Representative

American Eagle Financial Credit Union Incorporated•Bloomfield, CT

1d•$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
Demonstrated ability to meet qualifications without an absolute focus on duration of experience

Nice To Haves

People Focused: build trust through empathy, active listening, and clear communication
Solutions Oriented: approach each conversation with curiosity and care, identifying needs and offering tailored financial solutions
Purpose Driven: find meaning in making a difference and thrive in a mission focused environment
Accountable & Adaptable: take ownership of work, embrace feedback, and adapt with confidence in a fast-paced, evolving workplace

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