Financial Experience Advisor - Brentwood

Clearview Federal Credit Union; Brentwood (Allegheny County); On-site; USD 23,000 - 32,000; Full time

Benefits offered by this job

Ongoing training

Growth opportunities

Job summary

Clearview Federal Credit Union in Brentwood, PA seeks an enthusiastic teller-style associate to educate members on products, provide tailored financial solutions, and build lasting relationships. You will handle accounts, loans, transactions, and digital tools while representing the credit union at community events.

The role emphasizes customer service excellence and availability for a variety of shifts. Join a diverse, growth-focused team with ongoing training opportunities.

Qualifications

• High school diploma or equivalent is required.
• 6+ months of customer service or financial experience.
• Knowledge of financial products and lending a plus.
• Quick learner with strong communication and attention to detail.
• Open availability to work varying shifts.

Responsibilities

• Educate members on Clearview’s products and services.
• Solve financial needs with tailored solutions.
• Build strong relationships in person and by phone.
• Assist with accounts, loans, transactions, and digital tools.
• Represent Clearview at community and charity events.

Skills

Communication skills

Relationship-building

Customer service experience

Financial product knowledge

Quick learner

Detail-oriented

Open availability

Empathy

Integrity

Growth mindset

Education

High school diploma or equivalent

Job description

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.

What You’ll Do

• Educate members on Clearview’s products & services
• Solve financial needs with smart, tailored solutions
• Build strong relationships, in person and by phone
• Assist with accounts, loans, transactions, and digital tools
• Represent Clearview at community and charity events

What You Bring

• High school diploma or equivalent
• 6+ months of customer service or financial experience
• Great communication & relationship-building skills
• Knowledge of financial products and lending a plus
• Quick learner, detail-oriented, open availability
• Driven by empathy, integrity, and growth

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.

Starting Pay Rate

$20 per hour

Working Hours:

Scheduled during the following hours of operation:

Monday - Thursday: 9am - 5pm

Fridays: 9am- 6pm
Saturday: 9am - 2pm

We’re proud to be an Equal Opportunity Employer. Diversity fuels our success.