Financial Experience Advisor Moon Township jobs in United States
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Clearview Federal Credit Union · 4 weeks ago

Financial Experience Advisor Moon Township

Clearview Federal Credit Union is seeking a Financial Experience Advisor to help members reach their financial goals. The role involves delivering top-tier service, educating members on products and services, and building strong relationships.

BankingCredit CardsFinancial ServicesNon Profit

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

Customer service experienceFinancial experienceFinancial productsEmpathyCommunication skillsRelationship-building skillsDetail-orientedIntegrityGrowth-driven

Required

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

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