Financial Experience Advisor - Wexford

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

Job summary

Clearview invites you to join a team focused on helping members reach their financial goals. As a front-line associate, you’ll open accounts, educate on products, and recommend solutions with a personal touch.

This role emphasizes building relationships in person and by phone, supporting accounts, loans, and digital tools, and representing Clearview at community events. Starting pay is $20 per hour, with hours Mon-Thu 9am–5pm, Fri 9am–6pm, Sat 9am–2pm.

Qualifications

• High school diploma or equivalent.
• 6+ months of customer service or financial experience.
• Strong communication and relationship-building skills.
• Knowledge of financial products; lending knowledge a plus.
• Fast learner with attention to detail and flexible availability.

Responsibilities

• Educate members on Clearview’s products & services
• Solve financial needs with tailored solutions
• Build 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

Relationship-building

Financial products

Empathy & integrity

Quick learner

Detail-oriented

Availability

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.