Financial Solutions Advisor for Member Growth

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

Benefits offered by this job

Equal opportunity employer

Job summary

Clearview-Federal-Credit-Union is seeking a friendly teller to greet members, educate them on the financial products and services, and help them reach their goals. You’ll handle accounts, loans, transactions, and digital tools while delivering top-tier service with a personal touch.

This role emphasizes building strong relationships in person and by phone, requires a high school diploma or equivalent and at least 6 months in customer service or financial experience.

Qualifications

• High school diploma or equivalent.
• 6+ months of customer service or financial experience.
• Excellent communication and relationship-building skills.
• Knowledge of financial products is a plus.
• Quick learner, detail-oriented, open availability.
• Empathetic, integrity-driven and growth-minded.

Responsibilities

• Educate members on Clearview’s products & 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

Relationship-building

Customer service

Financial products knowledge

Empathy & integrity

Education

High school diploma or equivalent

Job description

Clearview-Federal-Credit-Union is seeking a friendly teller to greet members, educate them on the financial products and services, and help them reach their goals. You’ll handle accounts, loans, transactions, and digital tools while delivering top-tier service with a personal touch.

This role emphasizes building strong relationships in person and by phone, requires a high school diploma or equivalent and at least 6 months in customer service or financial experience.