Financial Experience Advisor - Cranberry jobs in United States
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Clearview Federal Credit Union · 2 days ago

Financial Experience Advisor - Cranberry

positionCranberry, PA
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$20/hr - $20/hr
date0+ years exp

Clearview Federal Credit Union is dedicated to helping members achieve their financial goals, and they are seeking a Financial Experience Advisor to provide exceptional service. In this role, you will educate members on products and services, solve financial needs, and build strong relationships while representing Clearview at community events.

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 product knowledgeCommunication skillsRelationship-building skillsEmpathyDetail-orientedIntegrityGrowth mindset

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.
dateFounded in 1953
location
East Liverpool, Ohio, USA
people-size201-500 employees
web-link
https://www.clearviewfcu.org/

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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Recent News

PYMNTS.com
Issuers Share Strategies for Closing the Credit Confidence Gap
2025-09-23
Seattle TechFlash
Clearview FCU to open downtown Pittsburgh branch amid expansion
2025-06-18
Seattle TechFlash
New lists look at banks and credit unions by deposit growth
2025-04-14
Company data provided by crunchbase