Member-Focused Financial Experience Advisor

Clearview Federal Credit Union; Robinson Township, Northern (Allegheny County, KY); Hybrid; USD 23,000 - 32,000; Full time

Job summary

Clearview Federal Credit Union is seeking a friendly, customer-focused Member Service role to help members open accounts and select financial solutions. This position emphasizes personal service, education on products, and relationship-building with members in person and by phone.

You will assist with accounts, loans, and digital tools, representing the credit union at community events and providing outstanding service.

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 is a plus.
• Quick learner, detail-oriented, open availability.

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

Customer service

Communication skills

Relationship-building

Empathy

Education

High school diploma or equivalent

Job description

Clearview Federal Credit Union is seeking a friendly, customer-focused Member Service role to help members open accounts and select financial solutions. This position emphasizes personal service, education on products, and relationship-building with members in person and by phone.

You will assist with accounts, loans, and digital tools, representing the credit union at community events and providing outstanding service.