Financial Experience Advisor - Wexford jobs in United States
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Clearview Federal Credit Union · 1 day ago

Financial Experience Advisor - Wexford

Clearview Federal Credit Union is dedicated to helping members achieve their financial goals. The Financial Experience Advisor will provide exceptional service by educating members on products and services, assisting with accounts and transactions, and representing the credit union 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
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

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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