Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Experience Advisor Level IV - Shadyside

Clearview Federal Credit Union

Financial Services Representative

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.

Clearview Federal Credit Union
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Experience Advisor Level IV - Shadyside in Pittsburgh, PA vacancy
  • OBJECTIVE As a trusted advisor, you have the opportunity to provide memorable experiences to our Clearview members! You will be educating members and potential members on solutions to their financial needs by promoting Clearview products and services, as well as handling... 
    Suggested
    Work at office
    Local area
    Monday to Friday
    Flexible hours
    Night shift

    Clearview-Federal-Credit-Union

    Mckeesport, PA
    5 days ago
  • $20 per hour

     ...Mission Be the face of Clearview as you help members reach their financial goals! From opening accounts to recommending the best...  ...diploma or equivalent 6+ months of customer service or financial experience Great communication & relationship‑building skills Knowledge... 
    Suggested
    Hourly pay
    Immediate start

    Clearview Federal Credit Union

    Coraopolis, PA
    3 days ago
  •  ...Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships...  ...and personal time Skills & Experience Education: Bachelor's degree or... 
    Suggested
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Equitable Advisors

    Pittsburgh, PA
    2 hours ago
  • Clearview Federal Credit Union in McKeesport, Allegheny County, is looking for a trusted advisor who can provide memorable experiences to our members and assist with their financial needs. The role involves promoting products and providing exceptional service while... 
    Suggested

    Clearview-Federal-Credit-Union

    Mckeesport, PA
    1 day ago
  • Clearview Federal Credit Union in McKeesport, PA, is seeking an Experience Coordinator to engage with members, promote financial solutions, and provide excellent customer service. Responsibilities include educating members about products and services, processing transactions... 
    Suggested

    Clearview Federal Credit Union

    Mckeesport, PA
    2 days ago
  •  ...Bank Of America Financial Advisor At Bank of America, we are guided by a common purpose to help...  ...and which allows for an appropriate level of flexibility for our teammates and businesses...  ...60 days Minimum of one year of experience in the investments industry, including... 
    Temporary work
    Work at office
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Monroeville, PA
    3 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern...  ...practice that focuses on: Planning Experience Asset & Income Protection Education...  ...payment and reimbursement program. 1No level of income is guaranteed. As used here,... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Monroeville, PA
    5 days ago
  •  ...tolerance to determine which financial strategies and solutions best...  ...strategic direction of the Financial Advisor team to increase assets under...  ...and maintain a profitable level of securities and insurance...  ...education and related experience. FINRA Series 7, 66 (63 and... 
    Full time
    Part time
    Work at office

    Truist

    Pittsburgh, PA
    5 days ago
  •  ...Bank Of America Financial Advisor At Bank of America, we are guided by a common purpose to help...  ...and which allows for an appropriate level of flexibility for our teammates and businesses...  ...in managing time and capacity Experience in cultivating client relationships,... 
    Temporary work
    Work at office
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Monroeville, PA
    4 days ago
  •  ...Merrill Advisor Development Program - Financial Advisor Merrill Wealth Management is a leading provider of...  ...expectations, while providing an appropriate level of flexibility based on role-...  ...an array of different skills and experiences that individuals bring from all... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Pittsburgh, PA
    3 days ago
  • $60k - $100k

     ...Financial Advisor At BNY, our culture allows us to run our company better and enables employees...  ...of Financial Advisor at Vice President level to join our Wealth Management team. The...  ...the following: Financial Advisory experience with a strong relationship management building... 
    Temporary work
    Work at office
    Worldwide
    Flexible hours

    BNY

    Pittsburgh, PA
    3 days ago
  •  ...PITTSBURGH Overview The purpose of the Financial Representative is to meet the needs of...  ...& Southern Life brand at the local level. Proactively develops community relationships...  ...'s Degree. - Preferred Relevant experience. - Preferred Proven experience... 
    Work at office
    Local area

    Western & Southern Life

    Pittsburgh, PA
    3 days ago
  •  ...Description At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed,...  ...and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. Engage... 
    Immediate start
    Afternoon shift

    JPMorganChase

    Mckeesport, PA
    5 days ago
  •  ...PNC Financial Services Group, Inc. is seeking a Part Time Teller for its Bethel Park branch. This role focuses on delivering a unique customer experience aimed at enhancing financial wellbeing and creating customer loyalty. The ideal candidate will exhibit strong customer... 
    Part time

    PNC Financial Services Group

    Bethel Park, PA
    2 days ago
  • $150k - $200k

     ...Financial Sales Professional Golden Reserve is looking for an experienced...  ...and standards at the highest level. We understand the challenges many advisors face when they aren't handed a book...  ...0,000 base salary, depending on experience Guaranteed $25,000 salary... 

    Golden Reserve

    Pittsburgh, PA
    3 days ago
  •  ...Financial Advisor We are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners...  ...~ Bachelor's Degree in business or finance. ~4+ years' experience as a personal financial advisor/planner ~ Industry related... 
    Temporary work
    Flexible hours

    Vitruvian Consulting Llc

    Pittsburgh, PA
    4 days ago
  • $19.23 - $28.37 per hour

     ...Be a problem solver, trusted advisor, and partner to the people and...  ...to assist in client's financial wellness, both in person and...  ...Embodies a strong client experience culture, being present with every...  ...Strong work ethic and high level of integrity. Excellent time... 
    Hourly pay
    Work experience placement
    Work at office
    Flexible hours
    Day shift

    Key Bank

    Pittsburgh, PA
    1 day ago
  •  ...Park, PA branch. As a Teller, you'll deliver unique customer experiences, process banking transactions, and connect customers with PNC...  ...includes tasks such as engaging with customers, educating them on financial options, and adhering to company policies. Employees can also... 
    Part time

    PNC

    Bethel Park, PA
    2 days ago
  •  ...service representative. In this role, you will educate members on financial products, assist with accounts and transactions, and build...  ...communication skills, a high school diploma, and some customer service experience. Join us to make a real impact in our community while enjoying... 

    Clearview Federal Credit Union

    Coraopolis, PA
    3 days ago
  •  ...Financial Advisor Dollar Bank, Pittsburgh's oldest financial institution, is hiring for a financial advisor in our south territory of...  ...client prospecting and financial consultancy. Education and Experience Requirements: Bachelor's degree or commensurate... 

    Dollar Bank

    Pittsburgh, PA
    1 day ago
  •  ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is...  ...advisor role. Requirements Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. Attainment of... 

    Thrivent Financial for Lutherans

    Pittsburgh, PA
    5 days ago
  • $19.23 - $28.37 per hour

     ...Financial Wellness Advisor Location: 122 Shiloh Street - Pittsburgh, Pennsylvania 15211 Job Summary...  ...: Embodies a strong client experience culture, being present with every client...  ...Banking). Strong work ethic and high level of integrity. Excellent time... 
    Hourly pay
    Work experience placement
    Work at office
    Day shift

    KeyCorp

    Pittsburgh, PA
    24 days ago
  •  ...guided by a common purpose to help make financial lives better through the power of every...  ...attendance and which allows for an appropriate level of flexibility for our teammates and...  ...calls effectively Drives the client experience Manages cash responsibilities... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Homestead, PA
    4 days ago
  •  ...will live out our Mission to improve the financial lives of our neighbors and their...  ...understand the importance of the customer experience, and the role each employees plays in delivering...  ...assigned goals, delivering a high level of client service and adhering to operational... 
    Live out
    Work at office

    First Commonwealth Bank

    Etna, PA
    4 days ago
  • $18.75 - $25 per hour

     ...issues and coaching tellers to ensure exceptional service. Applicants need a High School Diploma or equivalent and a minimum of 3 years of cash handling and client relationship experience. The position offers a pay range of $18.75 - $25.00 per hour. #J-18808-Ljbffr KeyBank
    Hourly pay

    KeyBank

    Sewickley, PA
    3 days ago
  •  ...We are all united in delivering the best experience for our customers. We work together each...  ...opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem...  ...Needs Work Experience Roles at this level typically require an Associates or... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Homestead, PA
    1 day ago
  • $20.67 - $31.25 per hour

     ...Be a problem solver, trusted advisor, and partner to the people and...  ...to assist in client's financial wellness both in person and through...  ...FunctionsEmbodies a strong client experience culture, being present with...  ....Strong work ethic and high level of integrity.Excellent time... 
    Hourly pay
    Day shift

    KeyCorp

    Pittsburgh, PA
    3 days ago
  •  ...supporting the defense of USAF infrastructure (AFIN) at the base level. This position is onsite at Pittsburgh ARS. Duties &...  ...accordance with (IAW) DOD 8140 and AFMAN 17-1303. Five (5) years of experience required: Functional Mission Analysis in Cyberspace processes and... 
    For contractors
    Local area
    Immediate start

    Decision Point

    Coraopolis, PA
    3 days ago
  •  ...Financial Advisor Summary: Welcome to a career opportunity that allows you to impact the daily lives of clients and their families while...  ...support to assigned branches to deliver a great customer experience to all customers and prospective customers. Responsible for... 
    Temporary work
    Work at office
    Remote work
    Work from home
    Flexible hours

    Huntington

    Pittsburgh, PA
    2 days ago
  •  ...We are all united in delivering the best experience for our customers. We work together each...  ...decision-making through accurate financial reporting and actionable insights. This...  ...AUM) Fee forecasting Regional and product-level performance Financial systems such as... 

    PNC

    Pittsburgh, PA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Experience Advisor Level IV - Shadyside. Be the first to apply!