Financial Experience Advisor Level IV - South Fayette

Clearview Federal Credit Union • Bridgeville, 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities