Personal Video Advocate Level III

Clearview-Federal-Credit-Union; Moon Township (Allegheny County); Hybrid; USD 42,000 - 62,000; Full time

Job summary

Clearview Federal Credit Union seeks a Video Advocate to educate members on financial solutions via video interactions. You will promote products, complete transactions, and support digital channels with a friendly, professional presence.

Telecommuting is available after training, with hours Mon-Fri and Sat shifts; the role focuses on delivering excellent service, building relationships, and guiding members through digital tools to enhance financial wellness.

Qualifications

• High school diploma or equivalent is required.
• 2 years of similar or transferrable experience.
• Excellent member service skills and ability to grow relationships.
• Comfortable on camera with a friendly, professional appearance.
• Experience with virtual technology (Skype, FaceTime, video calls).
• Familiar with consumer loan products, credit cards, and home equity loans.
• Strong digital proficiency across multiple platforms and tools.
• Open to learning how AI tools boost productivity and innovation.

Responsibilities

• Provide exceptional member service via engaging, professional video interactions.
• Process a full range of financial transactions accurately and compliantly.
• Open/maintain accounts, update records, assist with card services and digital banking.
• Process loan and credit card applications; verify information for underwriting.
• Assist members with online memberships and digital channel requests.
• Adhere to information security, privacy, fraud prevention, and training requirements.
• Stay informed on products, policies, promotions, and digital tools to educate members.
• Document interactions in Salesforce and related systems; meet sales goals.
• Support chat channels with accurate, clear responses aligned to service standards.
• Contribute to the VTM channel and assist during peak volume periods.
• Collaborate with centers and care teams to ensure a neighbor-focused experience.

Skills

Member service skills

On-camera presence

Digital proficiency

Virtual communication

Sales and service mindset

Flexible hours

AI tools awareness

Education

High school diploma or equivalent

Tools

Salesforce

Video conferencing tools

Job description

*Candidates must live within a commutable distance to Moon Township, PA, 15108 USA.

OBJECTIVE

As a trusted Video Advocate, you have the opportunity to provide memorable experiences to our Clearview members! You will be educating members and potential members on solutions to their financial needs by promoting Clearview products and services, as well as handling transactions and teller services, all while developing relationships through engaging video interactions! Your active participation in community/virtual events will be a contribution to others as well as to the growth of our Digital Footprint. You will help members find value in their relationship with Clearview and demonstrate to non-members the reasons to choose Clearview!

WORKING HOURS:

Scheduled between the hours of:

Monday-Friday: 6:45 am – 7:15 pm Rotating shifts

Saturday: 8:45 am – 2:15 pm Rotating

Telecommuting available after completed training

MINIMUM QUALIFICATIONS

• High school diploma or equivalent required
• 2 years similar or transferrable experience
• Excellent member service skills
• Ability to grow relationships through sales and service
• Comfortable on camera, maintaining a friendly and professional appearance
• Experience communicating via virtual technology (Skype, Face Time, Video Conference, etc.)
• Familiar with consumer loan products, credit cards, and home equity loans
• Strong digital awareness and proficiency, with the ability to navigate multiple technologies, systems, and digital platforms confidently
• Demonstrates general knowledge of or willingness to learn how AI tools are being used in a responsible way to improve results, adapt workflows, and support a culture of innovation.
• Flexibility in working hours based on operational needs

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Provide exceptional member service through engaging, professional video interactions, ensuring first‑call resolution whenever possible.
• Process a full range of financial transactions accurately and efficiently while adhering to operational and compliance standards.
• Manage account needs by opening and maintaining accounts, completing updates and corrections, assisting with card services and digital banking requests, and providing clear guidance to help members understand and use account features and tools.
• Process loan and credit card applications, including pulling and reviewing credit reports, verifying information, and ensuring complete and accurate submission for underwriting.
• Complete online membership applications and assist members who initiate requests through digital channels, ensuring smooth transitions between platforms.
• Adhere to all organizational policies related to information security, privacy, fraud prevention, and regulatory compliance, including completion of required training and protection of confidential information.
• Stay current on all credit union products, services, policies, procedures, promotions, and marketing initiatives in order to effectively educate members, increase awareness of available offerings and digital tools, and strengthen relationships that support their financial wellness.
• Maintain thorough understanding of consumer loan policies, underwriting guidelines, rates, and product requirements.
• Utilize Salesforce and other designated systems to document interactions, research inquiries, resolve member requests efficiently, and elevate relationships through meeting sales goals.
• Assist with Chat support by providing accurate, clear, and efficient responses that align with Clearview’s service standards.
• Contribute to the VTM channel by providing required monthly coverage and assisting during periods of elevated volume
• Partner with Financial Centers, Care Center and Member Outreach regularly and during peak traffic, working collaboratively to ensure timely assistance and a welcoming, neighbor‑focused experience across locations and back-office.
• Promote Clearview’s full range of service channels—including self‑service ATMs, Digital Banking, and Claire—while reinforcing the value of our Financial Centers and the Care Center. Demonstrate strong digital proficiency by confidently navigating multiple technologies and platforms, and by using tools such as Digital Academy or screen‑sharing to educate members and help them fully engage with our digital solutions.
• Maintain a polished, member‑focused virtual presence by ensuring a professional, distraction‑free environment, using approved branded backgrounds and attire, and demonstrating engaging body language.
• Attend scheduled departmental meetings, coaching sessions, and training programs, both remote and in person, as assigned.
• Meet established performance expectations, including call volume goals and other key performance indicators (KPIs).
• Perform additional assigned duties to support department and organizational goals. Support Clearview’s Commitment to fostering a workplace where every individual feels welcomed, valued, and supported. Embrace and celebrate the unique differences of others, treat all people with fairness and respect, and contribute to an inclusive experience where everyone is encouraged to grow and pursue opportunities that lead to a better life. Understand and champion the belief that a diverse and inclusive workplace is essential to Clearview’s vision and success.

Clearview values diversity in its workforce. We are proud to be an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.