Financial Experience Advisor Level II - South Fayette

Clearview Federal Credit UnionBridgeville, PA
Onsite

About The Position

Be the face of Clearview as you help members reach their financial goals! From opening accounts to recommending the best financial solutions, you’ll deliver top-tier service with a personal touch. This is more than a teller job, it’s a career that makes a difference.

Requirements

  • High school diploma or equivalent
  • 6+ months vault and keyholder experience required
  • Excellent communication & relationship-building skills
  • Advanced knowledge of financial products and lending
  • Demonstrated cross-selling skills
  • Quick learner, detail-oriented, open availability
  • Driven by empathy, integrity, and growth

Responsibilities

  • Perform vault duties and keyholder responsibilities
  • Educate members on Clearview’s products & services
  • Solve financial needs with smart, tailored solutions
  • Build strong relationships, in person and by phone
  • Assist with accounts, loans, transactions, and digital tools
  • Represent Clearview at community and charity events
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