American Eagle Financial Credit Union · 12 hours ago
Personal Financial Representative
East Hartford, CT, US
Full-time
Onsite
Entry Level
2+ years expAmerican Eagle Financial Credit Union is a purpose-driven organization focused on enriching lives and promoting financial freedom. As a Personal Financial Representative, you will deliver exceptional service and guidance to members, helping them navigate important financial decisions and build lasting relationships through personalized support.
BankingConsultingFinanceFinancial ServicesInsurance
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
Qualification
Required
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
Commitment to delivering a positive experience in every interaction
Ability to identify needs and offer tailored financial solutions
Ability to take ownership of work and embrace feedback
Ability to adapt in a fast-paced, evolving workplace
Benefits
Educational reimbursement
Job shadowing across departments
Hands-on leadership practice through specialized trainings
Company
American Eagle Financial Credit Union
Our Mission: Enriching the lives of our members and communities to create a world where Financial Freedom is a reality.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Howard Brady
President & CEO
Recent News
2025-12-10
thefly.com
2025-12-04
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