Member-Focused Financial Experience Advisor

clearviewfcu; Robinson Township (Allegheny County); On-site; USD 23,000 - 32,000; Full time

Job summary

Clearview is seeking a friendly, customer-focused team member to educate members on products and services, and help them reach their financial goals. This role goes beyond a teller, offering a rewarding career with growth potential.

You will build relationships with members, assist with accounts and loans, and represent Clearview at community events, with a focus on empathy and integrity. Starting pay is $20 per hour, with stable weekday and some weekend hours.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Communication

Relationship-building

Empathy

Education

High school diploma or equivalent

Job description

Clearview is seeking a friendly, customer-focused team member to educate members on products and services, and help them reach their financial goals. This role goes beyond a teller, offering a rewarding career with growth potential.

You will build relationships with members, assist with accounts and loans, and represent Clearview at community events, with a focus on empathy and integrity. Starting pay is $20 per hour, with stable weekday and some weekend hours.