Financial Experience Advisor - Chippewa

Clearview Federal Credit Union; Beaver Falls (Beaver County); On-site; USD 36,000 - 47,000; Full time

Job summary

Clearview Federal Credit Union is seeking a member-focused professional to educate customers on our products and services, and to identify tailored financial solutions. You’ll build lasting relationships with members in person and over the phone while assisting with accounts, loans, and digital tools.

In this role you’ll represent Clearview at community events, delivering top-tier service with integrity and empathy.

Qualifications

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

Responsibilities

• Educate members on Clearview’s products and 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.

Skills

Customer service

Communication skills

Relationship-building

Financial products knowledge

Lending knowledge

Open availability

Detail-oriented

Empathy and integrity

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
Friday: 9am - 6pm
Saturday: Closed. One day per month work at a different location within proximity 9am - 2pm

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.