Personal Financial Representative

The Opportunity

Ready to make a lasting difference in people’s lives? As a Personal Financial Representative, you’ll play a key role in delivering exceptional service and trusted guidance to our members. This is an opportunity to build lasting relationships, offer thoughtful financial solutions, and support individuals as they navigate important financial decisions. By taking the time to understand each member’s unique goals and circumstances, you’ll provide personalized support that makes a meaningful difference, helping our members feel confident, informed, and valued every step of the way.

Location – North Haven

Hours – Fulltime

You Are

People Focused

You build trust through empathy, active listening, and clear communication. You enjoy helping others and are committed to delivering a positive experience in every interaction

Solutions Oriented

You approach each conversation with curiosity and care, identifying needs and offering tailored financial solutions that align with our members’ goals

Purpose Driven

You find meaning in making a difference and thrive in a mission focused environment where your work supports financial freedom and long-term impact

Accountable & Adaptable

You take ownership of your work, embrace feedback, and adapt with confidence in a fast-paced, evolving workplace

We Are

A purpose-driven organization with a proud legacy. Guided by our mission to enrich lives and create a world where financial freedom is a reality, we lead with heart, show up authentically, and seek to uplift our members, communities, and each other. Our culture is our power, it fuels innovation, amplifies impact, and sets us apart as we grow together and reach new heights.

Key Responsibilities

• 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 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 learns, and financial literacy events
  
  

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.

Opportunities for Growth

At AEFCU, your growth matters. We invest in your development with opportunities like individual development plans, educational reimbursement, job shadowing across departments, and hands-on leadership practice through specialized trainings. Whether you’re building new skills or exploring new paths, you’ll be supported every step of the way, because when you grow, we all rise together.

AEFCU is an Equal Opportunity Employer Veterans/Disabled