Clearview Federal Credit Union · 21 hours ago
Financial Experience Advisor - Strip District
Clearview Federal Credit Union is dedicated to helping members achieve their financial goals, and they are seeking a Financial Experience Advisor to provide top-tier service. The role involves educating members on products and services, solving financial needs, and building strong relationships with clients.
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
Required
High school diploma or equivalent
6+ months of customer service or financial experience
Great communication & relationship-building skills
Quick learner, detail-oriented, open availability
Driven by empathy, integrity, and growth
Preferred
Knowledge of financial products and lending a plus
Company
Clearview Federal Credit Union
Clearview Federal Credit Union is a non-profit financial service company that offers loans, credit cards, mortgages and banking solutions.
Funding
Current Stage
Growth StageRecent News
2025-09-23
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