Job Description

The Opportunity

If you're driven by connection and purpose, this role is your chance to make a real impact. As a Member Account Representative, you'll be a trusted point of contact, welcoming members, answering questions, and offering personalized support to help them reach their financial goals. Whether assisting with everyday transactions or identifying the right solutions, you'll create an experience that's thoughtful, authentic, and rooted in care.

Location - Southington

Hours - Part time (20 hours per week including every Saturdays)

You Are

Service Oriented
You take pride in delivering meaningful experiences, treating every interaction as an opportunity to build trust and exceed expectations Empathetic & Inclusive
You listen closely, respect different perspectives, and create a welcoming space where all members feel heard, supported, and valued Solutions Minded
You remain positive and focused on finding answers, whether you're solving a problem or offering the right product or service Reliable & Flexible
You take ownership of your work and remain steady and flexible in a fast-paced, evolving environment

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

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
+ Make sales referrals and suggest alternative self-service options to provide convenient solutions and enhance the overall member experience
Transaction Processing + Processing a variety of transactions accurately and efficiently in accordance with established policies, procedures, and regulatory compliance
+ Adhere to balancing standards by accurately completing end-of-day balancing and following security procedures for cash handling
+ Leverage digital tools to enhance member engagement, ensuring seamless access to online and mobile platforms, personalizing the experience
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

Education and/or Experience:

While this level of expertise will generally be attained with a minimum of one year in a previous 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