Universal Banker- Greater Pittsburgh Region

Clearview Federal Credit Union • Robinson Township, PA

5d

About The Position

Clearview is building a talent pipeline for customer-focused professionals interested in retail banking and branch opportunities, including Teller, Universal Banker, Member Service Representative, Personal Banker, and similar member-facing positions. The role is intended for people who enjoy building relationships, processing transactions accurately, identifying financial needs, and delivering an exceptional member experience. Candidates may have backgrounds in banking, credit unions, cash handling, sales, retail, hospitality, or customer service.

Depending on the position, the work may involve routine teller transactions, account opening and servicing, explaining financial products and digital tools, referrals and product recommendations, and consumer lending. Employees support daily branch operations, work with branch teammates toward service and business goals, and represent Clearview through community involvement. Training and hands-on experience provide opportunities to develop skills in branch banking, member service, financial products, lending, and relationship development. Schedules vary by position and location and are generally within the listed branch operating hours.

Requirements

• High school diploma or equivalent.
• At least 6 months of experience in banking, credit unions, financial services, teller operations, cash handling, retail sales, hospitality, or customer service.
• Strong communication and relationship-building skills.
• Comfort handling cash and financial transactions accurately.
• Ability to identify customer or member needs and recommend relevant products or services.
• Strong attention to detail and ability to work in a regulated, process-driven environment.
• Comfort learning and assisting members with online and mobile banking technology.
• Ability to work a flexible retail banking schedule, including Saturdays as needed.
• A service mindset grounded in empathy, integrity, teamwork, and growth.

Nice To Haves

• Experience with account opening, teller transactions, consumer lending, referrals, sales, or financial products.
• Relevant experience in roles such as Teller, Bank Teller, Universal Banker, Personal Banker, Relationship Banker, Member Service Representative, Member Service Specialist, Financial Service Representative, Customer Service Representative, Branch Associate, Branch Banker, Retail Banker, or Banking Associate.
• Strong cash-handling, retail sales, hospitality, or customer-service experience for consideration for entry-level banking opportunities.

Responsibilities

• Provide exceptional member service in a fast-paced retail banking or credit union environment.
• Process routine teller transactions, including deposits, withdrawals, transfers, payments, and check cashing.
• Handle cash accurately and follow established cash-handling, balancing, and transaction-processing procedures.
• Assist members with account opening and servicing, including checking, savings, and other deposit accounts.
• Educate members on banking products and services, including deposit accounts, consumer loans, credit cards, online banking, mobile banking, and other digital tools.
• Identify member needs and make appropriate product recommendations, referrals, and cross-selling opportunities.
• Support members with questions regarding their accounts, transactions, and financial services.
• Develop lasting member relationships through proactive, consultative conversations.
• Assist with consumer lending and loan applications when applicable to the position.
• Maintain accuracy, attention to detail, confidentiality, and adherence to applicable banking, credit union, security, and compliance procedures.
• Work collaboratively with branch teammates to meet service and business goals.
• Support daily branch operations and create a welcoming, professional experience for every member.
• Represent Clearview through community involvement and charitable events.

Benefits

• Training and hands-on experience to develop skills across branch banking, member service, financial products, lending, and relationship development.
• Supportive, member-focused work environment.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED