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1 Universal Banker (Personal Financial Rep) Job in Southington, CT

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American Eagle Financial Credit Union Incorporated
Southington, CT | Full Time
$36k-43k (estimate)
2 Weeks Ago
Universal Banker (Personal Financial Rep)
$36k-43k (estimate)
Full Time | Logistics Services 2 Weeks Ago
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American Eagle Financial Credit Union Incorporated is Hiring an Universal Banker (Personal Financial Rep) Near Southington, CT

At American Eagle Financial Credit Union, we’re not just offering you a job; we’re inviting you to join a team who plays a role in enriching the lives of our members and communities to create a world where financial freedom is a reality. Our team is comprised of diverse individuals with unique talents and perspectives.

We emphasize our culture above all else through an inclusive work environment where everyone feels valued, respected and empowered to bring their authentic selves to work. We prioritize the wellbeing of our team members by emphasizing psychological safety and fostering an environment where everyone is empowered as a leader. This ethos is evident in various avenues, including individual teams and specialized groups like our employee-led wellness committee, DEIB council, and One-Team Resource Groups.

In addition, our total rewards package encompasses –

  • Competitive compensation packages that reflect your skills and contributions
  • Health Benefits (Medical, Dental & Vision)
  • A Wellness component to help you stay healthy
  • A 401(k) retirement plan with a match, plus another plan that doesn’t need your contribution
  • Time off to relax and recharge
  • Financial support for continuous learning
  • Individual Development Plans to help you grow in your career
  • The opportunity to become involved in community outreach
  • Be You at AEFCU through our unique dress code guidelines
  • Recognize and be recognized by team members across the organization through various avenues
  • Elevate your performance with our tailored incentive plans

If you’re seeking a fulfilling career where you can make a real impact as ONETEAM, then AEFCU is the place for you! Can’t wait for you to join us!


This position is 40 hours per week including Saturdays.

Position Summary:
Acquires and maintains member relationships by providing excellent member service. Develops and deepens member relationships by offering relevant solutions to meet their needs, and by taking ownership and resolving customer problems quickly and efficiently. Meets or exceeds sales goals by determining the financial needs of each member, matching this to the appropriate Credit Union product or service, and delivering the product or service in a manner which satisfies the member.

Essential Duties and Responsibilities:
  • Demonstrates professional behaviors at all times and interacts with members to build positive relationships.
  • Actively listens and asks questions to determine financial needs of member.
  • Accurately explains the features and benefits of all credit union products and services.
  • Demonstrates excellent member service by cross-selling additional Credit Union products and services to meet member’s financial needs.
  • Consistently contributes to the attainment of individual and branch goals.
  • Performs the following functions:
  • Accurately opens new member accounts.
  • Effectively closes and books Home Equity and consumer loans.
  • Effectively processes Visa, consumer loan and home equity loan applications.
  • Deposits, withdrawals, transfers, payments, maintenance requests, check cashing, issuing and accepting negotiable instruments, end-of-day balancing.
  • Orders cash, balances ATM, TCR and Vault, balance/image monetary instruments, order supplies, and other such transactions necessary to service the members.
  • Participates in community events.
  • Performs other duties as assigned.

Qualification Requirements:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience:
Associate’s degree from an accredited college or university and two to four years of related experience and/or training; or equivalent combination of education and experience. Sales or referral experience in a goal or incentive-based environment preferred.

Certificates, Licenses and Registrations:
Notary Public and Signature Guarantee.
NMLS Registration and annual renewal
Completes all training and testing required for certification
American Eagle is an Equal Opportunity Employer Veterans/Disabled

Job Summary

JOB TYPE

Full Time

INDUSTRY

Logistics Services

SALARY

$36k-43k (estimate)

POST DATE

04/07/2024

EXPIRATION DATE

06/06/2024

WEBSITE

aefcu.com

HEADQUARTERS

East Hartford, CT

SIZE

100 - 200

INDUSTRY

Logistics Services

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The job skills required for Universal Banker (Personal Financial Rep) include Products and Services, ATM, Cross-Selling, etc. Having related job skills and expertise will give you an advantage when applying to be an Universal Banker (Personal Financial Rep). That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Universal Banker (Personal Financial Rep). Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Universal Banker (Personal Financial Rep) positions, which can be used as a reference in future career path planning. As an Universal Banker (Personal Financial Rep), it can be promoted into senior positions as a Teller III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Universal Banker (Personal Financial Rep). You can explore the career advancement for an Universal Banker (Personal Financial Rep) below and select your interested title to get hiring information.

If you are interested in becoming an Universal Banker, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Universal Banker for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Universal Banker job description and responsibilities

Universal bankers is who assist customers with loan applications.

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Universal Banker will provide quality service and develop long- term customer relationships.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Universal Banker jobs

Universal bankers should be comfortable executing marketing and sales techniques when the opportunity arises.

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Training Online Training For Bankers American Bankers Association.

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Creating an Atmosphere of Positive Evolution.

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Develop goals/action plans to enhance Customer Service, Banker and Teller skill sets.

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Attention to detail, problem solving, and the ability to be pro-active.

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Step 3: View the best colleges and universities for Universal Banker.

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