Financial Solutions Advisor

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

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.