Member-Focused Financial Advisor

American Eagle Financial Credit Union

Manchester (CT)

On-site

USD 50,000 - 52,000

Full time

14 days+

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Job summary

The American Eagle Financial Credit Union in Manchester, CT is seeking a Personal Financial Representative to deliver exemplary service and trusted guidance to our members. This Regular Full-Time role focuses on building relationships, offering tailored financial solutions, and guiding members through important decisions.

Based in our Manchester Branch, you’ll help members access online and mobile tools, onboard new members, and collaborate with internal and external partners to expand service

Qualifications

Minimum 2 years in banking or customer service
High School Diploma or GED
Ability to meet qualifications without strict focus on duration of experience

Responsibilities

Grow Membership and Deepen Relationships: 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 to build trust and foster positive relationships with members

Skills

People Focused

Solutions Oriented

Purpose Driven

Accountable & Adaptable

Education

High School Diploma/GED

Job description

Based in our Manchester Branch, you’ll help members access online and mobile tools, onboard new members, and collaborate with internal and external partners to expand service

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