Financial Experience Advisor Level II - Pittsburgh Market Square jobs in United States
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Clearview Federal Credit Union · 10 hours ago

Financial Experience Advisor Level II - Pittsburgh Market Square

Clearview Federal Credit Union is dedicated to helping members achieve their financial goals. The Financial Experience Advisor Level II will provide exceptional service, assist with various financial transactions, and build strong relationships with members while representing the credit union at community events.

BankingCredit CardsFinancial ServicesNon Profit
Hiring Manager
Teresa Devine, SHRM-TASC
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Responsibilities

Perform vault duties and keyholder 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

Qualification

VaultKeyholder experienceAdvanced knowledge of financial productsCross-selling skillsEmpathyCommunication skillsRelationship-building skillsDetail-orientedIntegrityGrowth mindset

Required

High school diploma or equivalent
6+ months vault and keyholder experience required
Excellent communication & relationship-building skills
Advanced knowledge of financial products and lending
Demonstrated cross-selling skills
Quick learner, detail-oriented, open availability
Driven by empathy, integrity, and growth

Benefits

Complimentary parking is available at the Market Square Garage, conveniently located just a three-minute walk to the financial center.

Company

Clearview Federal Credit Union

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Clearview Federal Credit Union is a non-profit financial service company that offers loans, credit cards, mortgages and banking solutions.

Funding

Current Stage
Growth Stage

Leadership Team

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Lisa Florian, MBA
Chief Executive Officer
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Mark Brennan
Retired CEO/President
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Company data provided by crunchbase