Role OverviewThe Financial Experience Advisor will help members reach their financial goals by delivering top-tier service with a personal touch. They will educate members on Clearview's products & services, solve financial needs with smart solutions, and build strong relationships.
What You Will Do
The Financial Experience Advisor will educate members, solve financial needs, build relationships, assist with accounts, loans, transactions, and digital tools, and represent Clearview at community and charity events.
Why It Might Be a Fit
The ideal candidate is a quick learner with great communication and relationship-building skills, knowledge of financial products, and a driven personality with empathy, integrity, and a growth mindset.
Requirements
- High school diploma or equivalent
- 6+ months of customer service or financial experience
- Great communication & relationship-building skills
- Knowledge of financial products and lending a plus
- Quick learner, detail-oriented, open availability
Benefits
- Starting pay rate of $20 per hour
]]>