Financial Services Consultant
Affinity Federal Credit UnionNew Jersey, United States
Posted January 12, 2026
57000 - 60000 USD year
Full Time
About the Company
Affinity Federal Credit Union is a member-owned, community-focused financial institution headquartered in New Jersey, operating more than 20 branches across the tri-state area. The credit union offers a full suite of banking and financial services—including checking, savings, certificates, loans, mortgages, business lending, student loans, credit cards, insurance, and digital banking—to help members achieve their financial goals. Affinity’s mission centers on nurturing members’ financial wellbeing through personalized, people-to-people service and tailored solutions that support both personal and business aspirations. With a strong asset base that places it in the top 2% of U.S. credit unions, Affinity distinguishes itself by combining deep local knowledge with a commitment to community development and financial education.
Job Description
Affinity Federal Credit Union is seeking an experienced Financial Services Consultant to join their team in New Providence, NJ. The ideal candidate will have 3-5 years of banking experience, prior CRM experience, excellent communication and interpersonal skills, and previous sales experience. The position involves delivering exceptional member service, building and deepening relationships, and helping consumer and small business members succeed financially.
Requirements
- 3-5 years banking experience in a platform role
- Prior CRM experience, preferably Salesforce
- Excellent communication and interpersonal skills
- Previous sales experience
Benefits
- Competitive pay
- Target incentive
- Full medical/dental/prescription/vision coverage
- Comprehensive wellness program
- Mental wellbeing support
- Reproductive/family building benefits for both men and women
- 401(k) plan with company match
- Basic term life insurance coverage
- Flexible spending accounts
- Identity protection
- Profit sharing
- Generous paid time off
- Discounts on products and services
- Paid time off for volunteering
