Financial Experience Advisor Level IV - Shadyside

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
• Aid 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

• A 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
• A quick learner, detail-oriented, open availability
• Driven by empathy, integrity, and growth

Why Join Us

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

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