Member Financial Advisor

American Eagle Financial Credit Union; East Hartford (CT); On-site; USD 24,000 - 50,000; Full time

Job summary

American Eagle Financial Credit Union in East Hartford, CT is seeking a Personal Financial Representative to deliver exceptional service and trusted guidance to members. You will onboard new members, process Visa and loan applications, and use digital tools to enhance engagement.

The role emphasizes empathy, trust, and tailored financial solutions, with opportunities for professional growth, community involvement, and a mission-driven culture.

Qualifications

• Minimum two years in a banking or customer service role and High School Diploma/GED.
• Demonstrated ability to meet qualifications without a strict duration requirement.

Responsibilities

• Grow Membership and Deepen Relationships: onboard new members and process Visa, consumer loan, and home equity loan applications; leverage digital tools to engage members; collaborate with partners to expand service offerings.
• Member Service: maintain a polite, professional demeanor; actively listen to members and provide accurate responses; educate members about Credit Union products.
• Community: represent the Credit Union at events; participate in volunteer activities; support business development activities.

Skills

People Focused

Solutions Oriented

Purpose Driven

Accountable & Adaptable

Education

High School Diploma/GED

Two years banking/customer service

Job description

American Eagle Financial Credit Union in East Hartford, CT is seeking a Personal Financial Representative to deliver exceptional service and trusted guidance to members. You will onboard new members, process Visa and loan applications, and use digital tools to enhance engagement.

The role emphasizes empathy, trust, and tailored financial solutions, with opportunities for professional growth, community involvement, and a mission-driven culture.