Member Financial Solutions Advisor

Clearview Federal Credit Union; McKeesport, Northern (Allegheny County, KY); Hybrid; USD 25,000 - 30,000; Full time

Job summary

Clearview Federal Credit Union seeks an on-site member service professional who will educate members on financial products, tailor solutions, and build lasting relationships both in person and by phone.

This role requires a high school diploma or equivalent, 6+ months of customer service or financial experience, and the ability to work flexible hours. Starting pay is $20 per hour, with opportunities for growth and community involvement.

Qualifications

• High school diploma or equivalent required.
• 6+ months of customer service or financial experience preferred.
• Strong communication and relationship-building skills are essential.
• Knowledge of financial products and lending is a plus.
• Must be a quick learner, detail-oriented, and have open availability.
• Empathy, integrity and a growth mindset drive success.

Responsibilities

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

Skills

Customer service

Communication skills

Relationship building

Empathy and integrity

Detail-oriented

Open availability

Quick learner

Financial products knowledge

Education

High school diploma or equivalent

Job description

Clearview Federal Credit Union seeks an on-site member service professional who will educate members on financial products, tailor solutions, and build lasting relationships both in person and by phone.

This role requires a high school diploma or equivalent, 6+ months of customer service or financial experience, and the ability to work flexible hours. Starting pay is $20 per hour, with opportunities for growth and community involvement.