Financial Experience Advisor Level IV - Shadyside

United States·Pittsburghmid

OtherAdvisor

0 views0 saves0 applied

Apply Now

Quick Summary

Overview

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.

Requirements Summary

High school diploma or equivalent 3-5 years of customer service or financial experience 2 years of experience in a Financial Experience Advisor / Relationship Banker role Certified and experienced NMLS preferred Great communication &…

Technical Tools

OtherAdvisor

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 opening/closing procedures and manage cash operations
Assist members with all steps of the loan process, including credit review, documentation, and disbursal
Handle teller transactions, shared branching, vault access, and balancing
Make outbound calls to support member follow-up, promotions, and branch growth
Process mail deposits, night bags, and coin shipments
Become a certified notary and provide notary services
Educate members on Clearview’s products & services
Solve financial needs with smart, tailored solutions
Represent Clearview at community and charity events

What You Bring

High school diploma or equivalent
3-5 years of customer service or financial experience
2 years of experience in a Financial Experience Advisor / Relationship Banker role
Certified and experienced NMLS preferred
Great communication & relationship-building 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.