Universal Banker (Personal Financial Rep) Position Available In Capitol Planning Region, Connecticut

Universal Banker (Personal Financial Rep) American Eagle Financial Credit Union Incorporated – 3.3

East Hartford, CT Job Details Full-time Estimated:

$36.9K – $44.3K a year 18 hours ago Qualifications Spanish Customer service High school diploma or GED Certified Notary Public Banking Entry level Full Job Description Spanish Speaking preferred.

Position Summary:

As a personal financial representative, you are the frontline of service, responsible for building strong relationships and providing an exceptional banking experience. Your role involves identifying products and solutions to meet members’ financial needs, helping them achieve their goals, and ensuring ongoing trust and satisfaction. By taking a holistic approach, you consider not only financial needs but also broader personal circumstances, aligning with our mission. You develop and deepen relationships by offering relevant solutions, resolving problems efficiently, and fostering lasting connections that support members throughout their financial journeys.

Role-Specific Contributions:

This job description is intended to describe the general nature and level of work being performed by individuals assigned to this position. It is not intended to be an exhaustive list of all responsibilities, duties, and skills required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Grow Membership and Deepen Relationships 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

Member Service:

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 to make informed decisions and optimize their financial well-being Community 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 learn and financial literacy events

Managerial Responsibilities:

None Education and/or

Experience:

While this level of expertise will generally be attained with a minimum of two years in a previous banking/customer service role and High School Diploma/GED, priority will be placed upon the demonstration of the ability to meet qualifications without an absolute focus on duration of experience, in recognition that the attainment of such qualifications may be obtained at different paces by different individuals. Certificates, Licenses and Registrations (if applicable): Notary Public, Insurance Certificate and Signature Guarantee NMLS Registration and annual renewal. American Eagle is an Equal Opportunity Employer Veterans/Disabled