Financial Experience Advisor Level IV - South Fayette

Clearview Federal Credit UnionBridgeville, PA
91d

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

  • 3-5 years of customer service or financial experience
  • 2 years of experience in a Financial Experience Advisor / Relationship Banker role
  • Certified and experienced NMLS preferred
  • Great communication & relationship-building skills
  • Quick learner, detail-oriented, open availability
  • Driven by empathy, integrity, and growth

Responsibilities

  • Perform opening/closing procedures and manage cash operations
  • Assist members with all steps of the loan process, including credit review, documentation, and disbursal
  • Handle teller transactions, shared branching, vault access, and balancing
  • Make outbound calls to support member follow-up, promotions, and branch growth
  • Process mail deposits, night bags, and coin shipments
  • Become a certified notary and provide notary services
  • Educate members on Clearview's products & services
  • Solve financial needs with smart, tailored solutions
  • Represent Clearview at community and charity events
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service