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Clearview Federal Credit Union

Credit union offering personalized financial guidance

Financial Experience Advisor

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timePennsylvania, USANo salary listed

About the Job

Requirements

  • High school diploma or equivalent.
  • At least 6 months of customer service or financial experience.
  • Strong communication and relationship-building skills.
  • Quick learning ability, attention to detail, and open availability.

Responsibilities

  • Educate members about Clearview's products and services.
  • Identify members' financial needs and recommend tailored solutions.
  • Build relationships with members in person and by phone.
  • Assist with accounts, loans, transactions, and digital tools.
  • Represent Clearview at community and charity events.

Desired Qualifications

  • Knowledge of financial products and lending.

About the Company

Clearview Federal Credit Union

Credit union offering personalized financial guidance

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
Not listed
Total funding
Not listed
Headquarters
Coraopolis, Pennsylvania
Founded
Not listed

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