Financial Experience Advisor - Ross Township
Clearview Federal Credit Union•Pittsburgh, PA
About The Position
As a Financial Experience Advisor at Clearview, you will help members reach their financial goals by providing personalized service. You will educate members about Clearview’s products and services, recommend tailored financial solutions, assist with accounts, loans, transactions, and digital tools, and build relationships in person and by phone. The role also represents Clearview at community and charity events. Clearview describes the work environment as diverse, supportive, and growth-focused, with ongoing training and the opportunity to make an impact.
Requirements
- High school diploma or equivalent.
- At least 6 months of customer service or financial experience.
- Strong communication and relationship-building skills.
- Ability to learn quickly and attention to detail.
- Open availability.
- Empathy, integrity, and a growth-oriented approach.
Nice To Haves
- Knowledge of financial products and lending.
Responsibilities
- Educate members on Clearview’s products and services.
- Identify members’ financial needs and recommend smart, tailored solutions.
- Build relationships with members in person and by phone.
- Assist members with accounts, loans, transactions, and digital tools.
- Represent Clearview at community and charity events.
Benefits
- Ongoing training.
- Opportunity to make a real impact.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
