Member Financial Solutions Advisor

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

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.