Financial Experience Advisor Level IV - Shadyside

Clearview Federal Credit Union

  • Pittsburgh, Pennsylvania
  • 30+ days ago
    Want to know if you’re a fit?
    Upload your resume and let our AI show you.

    Skills

    • Bank Managementunmatched
    • Cash Managementunmatched
    • Communication Skillsunmatched
    • Credit Analysisunmatched
    • Credit Processingunmatched
    • Customer Support/Serviceunmatched
    • Detail Orientedunmatched
    • Diversityunmatched
    • Documentationunmatched
    • Financial Planningunmatched
    • Financial Servicesunmatched
    • High School Diplomaunmatched
    • Mail Processingunmatched
    • Operations Managementunmatched

    Description

    Description

    Your Mission
    Be the face of Clearview as you help members reach their financial goals! From opening accounts to recommending the best financial solutions, you’ll deliver top-tier service with a personal touch. This is more than a teller job, it’s a career that makes a difference.
    What You’ll Do
    • Perform opening/closing procedures and manage cash operations
    • Assist members with all steps of the loan process, including credit review, documentation, and disbursal
    • Handle teller transactions, shared branching, vault access, and balancing
    • Make outbound calls to support member follow-up, promotions, and branch growth
    • Process mail deposits, night bags, and coin shipments
    • Become a certified notary and provide notary services
    • Educate members on Clearview’s products & services
    • Solve financial needs with smart, tailored solutions
    • Represent Clearview at community and charity events
    What You Bring
    • High school diploma or equivalent
    • 3-5 years of customer service or financial experience
    • 2 years of experience in a Financial Experience Advisor / Relationship Banker role
    • Certified and experienced NMLS preferred
    • Great communication & relationship-building skills
    • Quick learner, detail-oriented, open availability
    • Driven by empathy, integrity, and growth
    Why Join Us
    At Clearview, we’re all about people helping people. You’ll work in a diverse, supportive, and growth-focused environment with access to ongoing training and the opportunity to make a real impact, every single day.
    Working Hours:
    Scheduled during the following hours of operation:Monday- Thursday:  9am- 5pmFriday:  9am- 6pm Saturday:  9am- 2pm  
    Apply today and start making lives better, one member at a time.
    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.

    Numbers & Facts

    LocationPittsburgh, Pennsylvania

    Similar Jobs

    See more jobs