{"id":2630498,"url":"https://alion.io/job/clearviewfcu-personal-video-advocate-level-iii","title":"Personal Video Advocate Level III","company":{"id":2378375,"name":"Clearviewfcu","domain":"clearviewfcu.org","url":"https://alion.io/company/clearviewfcu","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Jobvite","truth_index":null},"role":"Legal","role_family":"Legal","seniority":"middle","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"explicit","locations":["United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":73000,"max_usd":180000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":968},"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-15T16:01:20Z","employer_posted_date":"2026-10-15","last_verified_at":"2026-10-19T06:54:30Z","board_verified":true,"closed_at":null,"days_open":3,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":3},"description":"Description\n*Candidates must live within a commutable distance to Moon Township, PA, 15108 USA.\nOBJECTIVE\nAs a trusted Video Advocate, 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 transactions and teller services, all while developing relationships through engaging video interactions! Your active participation in community/virtual events will be a contribution to others as well as to the growth of our Digital Footprint. You will help members find value in their relationship with Clearview and demonstrate to non-members the reasons to choose Clearview!\nWORKING HOURS:\nScheduled between the hours of:\nMonday-Friday: 6:45 am - 7:15 pm Rotating shifts\nSaturday: 8:45 am - 2:15 pm Rotating\nTelecommuting available after completed training\nMINIMUM QUALIFICATIONS\nHigh school diploma or equivalent required\n2 years similar or transferrable experience\nExcellent member service skills\nAbility to grow relationships through sales and service\nComfortable on camera, maintaining a friendly and professional appearance\nExperience communicating via virtual technology (Skype, Face Time, Video Conference, etc.)\nFamiliar with consumer loan products, credit cards, and home equity loans \nStrong digital awareness and proficiency, with the ability to navigate multiple technologies, systems, and digital platforms confidently \nDemonstrates general knowledge of or willingness to learn how AI tools are being used in a responsible way to improve results, adapt workflows, and support a culture of innovation.\nFlexibility in working hours based on operational needs\nESSENTIAL DUTIES AND RESPONSIBILITIES \nProvide exceptional member service through engaging, professional video interactions, ensuring first-call resolution whenever possible. \nProcess a full range of financial transactions accurately and efficiently while adhering to operational and compliance standards. \nManage account needs by opening and maintaining accounts, completing updates and corrections, assisting with card services and digital banking requests, and providing clear guidance to help members understand and use account features and tools.\nProcess loan and credit card applications, including pulling and reviewing credit reports, verifying information, and ensuring complete and accurate submission for underwriting.\nComplete online membership applications and assist members who initiate requests through digital channels, ensuring smooth transitions between platforms.\nAdhere to all organizational policies related to information security, privacy, fraud prevention, and regulatory compliance, including completion of required training and protection of confidential information.\nStay current on all credit union products, services, policies, procedures, promotions, and marketing initiatives in order to effectively educate members, increase awareness of available offerings and digital tools, and strengthen relationships that support their financial wellness.\nMaintain thorough understanding of consumer loan policies, underwriting guidelines, rates, and product requirements. \nUtilize Salesforce and other designated systems to document interactions, research inquiries, resolve member requests efficiently, and elevate relationships through meeting sales goals. \nAssist with Chat support by providing accurate, clear, and efficient responses that align with Clearview’s service standards. \nContribute to the VTM channel by providing required monthly coverage and assisting during periods of elevated volume\nPartner with Financial Centers, Care Center and Member Outreach regularly and during peak traffic, working collaboratively to ensure timely assistance and a welcoming, neighbor-focused experience across locations and back-office.\nPromote Clearview’s full range of service channels-including self-service ATMs, Digital Banking, and Claire-while reinforcing the value of our Financial Centers and the Care Center. Demonstrate strong digital proficiency by confidently navigating multiple technologies and platforms, and by using tools such as Digital Academy or screen-sharing to educate members and help them fully engage with our digital solutions.\nMaintain a polished, member-focused virtual presence by ensuring a professional, distraction-free environment, using approved branded backgrounds and attire, and demonstrating engaging body language.\nAttend scheduled departmental meetings, coaching sessions, and training programs, both remote and in person, as assigned.\nMeet established performance expectations, including call volume goals and other key performance indicators (KPIs).\nPerform additional assigned duties to support department and organizational goals. Support Clearview’s Commitment to fostering a workplace where every individual feels welcomed, valued, and supported. Embrace and celebrate the unique differences of others, treat all people with fairness and respect, and contribute to an inclusive experience where everyone is encouraged to grow and pursue opportunities that lead to a better life. Understand and champion the belief that a diverse and inclusive workplace is essential to Clearview’s vision and success.\nClearview 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.","description_format":"text","description_chars":5577,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"high_school","optional":true},"security_clearance":false,"languages":[]},"benefits":["Equity"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":[],"lifecycle":[{"event":"open","at":"2026-10-15T16:01:20Z"}],"visa":[],"liveness":{"score":90,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.903,"p_room":1,"age_days":3,"expected_fill_days":22,"reasons":["conf:2","velocity","win:early"],"computed_at":"2026-10-19T05:45:15Z"},"pay":null,"html_url":"https://alion.io/job/clearviewfcu-personal-video-advocate-level-iii","json_url":"https://alion.io/job/clearviewfcu-personal-video-advocate-level-iii.json","meta":{"generated_at":"2026-10-19T08:44:29Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":5969,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-20T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2378375},"rest":"https://alion.io/mcp/rest/get_company?id=2378375"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fclearviewfcu-personal-video-advocate-level-iii"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fclearviewfcu-personal-video-advocate-level-iii"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fclearviewfcu-personal-video-advocate-level-iii"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/clearviewfcu-personal-video-advocate-level-iii\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fclearviewfcu-personal-video-advocate-level-iii"}]}