Financial Experience Advisor Level IV - North Huntington
About The Position
Your Mission 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. Why Join Us At Clearview, we’re all about people helping people. You’ll work in a diverse, supportive, and growth-focused environment with access to ongoing training and the opportunity to make a real impact, every single day. Apply today and start making lives better, one member at a time. Clearview values diversity in its workforce/ We are proud to be an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status or disability status.
Requirements
- High school diploma or equivalent
- 3-5 years of customer service or financial experience
- 2 years of experience in a Financial Experience Advisor / Relationship Banker role
- Great communication & relationship-building skills
- Quick learner, detail-oriented, open availability
- Driven by empathy, integrity, and growth
Nice To Haves
- Certified and experienced NMLS preferred
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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
