Financial Experience Advisor - Brentwood

Posted 3 Days Ago
Be an Early Applicant
Brentwood, PA, USA
In-Office
20-20 Hourly
Entry level
Financial Services
The Role
Serves as the face of Clearview by helping members achieve financial goals. Educates members about products and services, recommends tailored financial solutions, builds relationships in person and by phone, assists with accounts, loans, transactions, and digital tools, and represents the organization at community events.
Summary Generated by Built In
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
  • 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
 
What You Bring
  • 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
 
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.
 
Starting Pay Rate
$20 per hour
 
Working Hours:
Scheduled during the following hours of operation:

Monday - Thursday:  9am - 5pm 
Fridays: 9am- 6pm
Saturday:  9am - 2pm  
 
Apply today and start making lives better, one member at a time.
 
We’re proud to be an Equal Opportunity Employer. Diversity fuels our success.

Skills Required

  • High school diploma or equivalent
  • At least 6 months of customer service or financial experience
  • Strong communication and relationship-building skills
  • Knowledge of financial products and lending
  • Ability to learn quickly and maintain attention to detail
  • Open availability during operating hours
Am I A Good Fit?
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The Company
435 Employees
Year Founded: 1953

What We Do

Clearview Federal Credit Union is a not-for-profit, community-focused financial institution serving members and businesses in Southwestern Pennsylvania. It provides personal and business banking solutions, including checking and savings accounts, auto, personal, home-equity and mortgage loans, credit cards, business lending, treasury management, payroll and payment services. Its mission is to meet neighbors where they are with personalized tools and guidance for financial success.

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