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

Assist 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

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

Quick learner, detail-oriented, open availability

Driven by empathy, integrity, and growth

Why Join Us

At Clearview, 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

Apply today and start making lives better, one member at a time.

Clearview values diversity in its workforce/ We are proud to be an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status or disability status.