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Financial Experience Advisor Level II - Brentwood

icon building Company : Clearview Federal Credit Union
icon briefcase Job Type : Full Time
icon geo-alt Brentwood, Pennsylvania

Job Description - Financial Experience Advisor Level II - Brentwood


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 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
 
What You Bring
  • 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
 
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 - 5pm
Friday:  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. 

                       



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