Relationship Banker- Ross Twp.

Rate of Pay $20 Per Hour

This is an opportunity for immediate employment as part of Clearview’s Ross Township Financial Center team! This financial center will be located at 7219 McKnight Road, Pittsburgh, PA 15237, across from Ross Park Mall.

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 deposit and loan applications, all while developing relationships through engaging interactions! Your active participation in community events will be a contribution to others as well as to the growth of our Financial Centers. You will help members find value in their relationship with Clearview and demonstrate to non-members the reasons to choose Clearview!

WORKING HOURS

Flexible schedule based on operational needs; scheduled during the following hours of operation:

Monday-Thursday 9am-5pm

Friday 9am-6pm

Scheduled to work rotating Saturdays at other financial centers when necessary

Minimum Qualifications

• High school diploma or equivalent required
• Previous banking experience preferred
• Lending experience preferred
• Previous vault / keyholder responsibilities a plus
• Excellent member service skills – Change to Enjoy engaging with others and creating experiences
• Ability to build relationships through sales and service
• Excellent communication skills including written, verbal, and in person
• Above average knowledge of credit union products and services
• Demonstrated cross-selling skills
• Comfortable using and demonstrating mobile device
• Proficient computer skills
• Detail oriented
• Ability to maintain accuracy in a fast-paced environment
  
  

Essential Duties And Responsibilities

• Build relationships by engaging with members on a personal level, keying in on their needs.
• Answer member inquiries and provide appropriate suggestions for all financial services in person and over the telephone.
• Provide accurate and appropriate account information encompassing all savings products, loans, IRAs and certificates.
• Educate and increase member awareness of all credit union products, services and promotions.
• Identify referral opportunities for new products and services; use CRM to record interactions and referrals.
• Be a champion for our digital solutions, including Clearview Live, our app, Card Defense, and more; demonstrate these tools and promote their usability.
• Open and process all new accounts and update account information as required.
• Verify all new members and/or joint owners following the Customer Identification Program.
• Maintain thorough knowledge of loan policies, underwriting guidelines and rates.
• Request and review credit reports, looking for additional loan opportunities to move to the credit union.
• Provide NADA quotes for autos, boats, aircraft and other secured loans.
• Provide general information on real estate and business loans and all services and products provided through electronic means.
• Provide rate quotes for all loan and savings products.
• Process requested transactions/maintenance on member accounts.
• Review and follow Teller Policies and Procedures.
• Process wire transfer requests using electronic on-line form (1st party and repetitive wire transfers)
• Assist members with problems and complaints providing resolutions.
• Participate in departmental campaigns/programs achieving individual and team goals.
• Partner with the community through charity to support fund raising and volunteering.
• Attend training sessions and meetings.
• Keep updated on promotional and marketing mailings.
• Remain current in policies, practices, trends, technology and information affecting the organization.
• Lifelong learning through classes/seminars, in-house training, and LinkedIn Learning.
• Handle other duties as assigned.
  
  

All About The Experience

• Demonstrate empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence.
• Practice active listening in communications with others, giving someone full attention and listening to understand, not just respond.
• Support Clearview’s Commitment to Diversity, Equity & Inclusion by welcoming and embracing the unique differences of others, treating others fairly and equitably, and creating an inclusive experience where others feel respected and valued; Understand and believe a diverse workplace is essential to the company’s vision and success.
  
  

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.