Financial Experience Advisor
About the job
- A high school diploma or equivalent is required.
- At least 6 months of customer service or financial experience is required.
- Knowledge of financial products and lending is a plus.
- Availability for the posted operating schedule is required.
- Educate members on Clearview’s products and services.
- Identify members’ financial needs and provide tailored solutions.
- Build relationships with members in person and by phone.
- Assist members with accounts, loans, transactions, and digital tools.
- Represent Clearview at community and charity events.
- Knowledge of financial products and lending is preferred.
About the company
Summary of Clearview Federal Credit Union 1) What the company does Provides financial services to local communities with personalized tools and guidance to help neighbors achieve financial success now and in the future. 2) How its products work Offers a range of financial products (such as accounts, loans, payments) and associated planning tools, delivered through staff guidance and online resources. The service focuses on meeting people where they are and tailoring support to each member so they can manage money and plan for the future. 3) How it stands out from competitors Focuses on a local, neighbor-centered approach and shared success, offering personalized guidance and tools rather than solely pushing products. 4) The goal To help members reach financial well-being now and in the long term, contributing to the financial health of the community.
Company Size
201-500
Company Stage
N/A
Total Funding
N/A
Headquarters
Coraopolis, Pennsylvania
Founded
N/A
Get referred to Clearview Federal Credit Union
See people who can refer or advise you
Simplify's Take
What believers are saying
- September 2026 Pitt debit card launch expands Clearview's cross-sell into everyday spending.
- The Green Tree flagship opens in summer 2027, signaling long-term market commitment.
- Penguins and Pitt extensions in 2026 broaden visibility with students, alumni, and fans.
What critics are saying
- Cyberfraud is active; Clearview warned on September 24, 2026 about spoofed fraud calls.
- Pittsburgh concentration leaves Clearview exposed if local deposit competition intensifies or sponsorships underperform.
- Green Tree's 2027 flagship and Beaver Valley integration add execution and expense pressure.
What makes Clearview Federal Credit Union unique
- Clearview serves 141,000 members and $2.17 billion assets across Western Pennsylvania.
- Its Pittsburgh sports partnerships, including Pitt and Penguins, create sticky local brand affinity.
- Clearview combines branch banking, wealth management, and member-owned pricing under one regional franchise.
Help us improve and share your feedback! Did you find this helpful?
Benefits
- Training Programs