Mobile Financial Experience Advisor

Clearview-Federal-Credit-Union; McKees Rocks (Allegheny County); On-site; USD 23,000 - 32,000; Full time

Benefits offered by this job

Mileage reimbursement

Job summary

Clearview Federal Credit Union seeks a Traveling Financial Experience Advisor to guide members toward financial success. You will travel to serve multiple locations, deliver exceptional service, and promote Clearview’s products while supporting a full range of financial transactions.

This role emphasizes relationship building, effective communication, and the ability to travel between Financial Centers. You'll represent Clearview at community events and stay current on promotions, policies, and

Qualifications

• At least 6 months of customer-facing or transferable experience.
• Excellent communication skills for building trust-based relationships.
• Willingness to travel between Financial Centers.
• Knowledge of financial products preferred.
• Sales and cross-selling experience is highly desirable.

Responsibilities

• Serve as a trusted advisor for members' financial needs, offering solutions, handling transactions, and building relationships.
• Open new accounts and assist with account updates.
• Cross-sell Clearview’s full range of products using digital tools.
• Educate members on self-service options and available digital channels.
• Provide accurate rate quotes and product information.
• Travel between Financial Centers as required.
• Represent Clearview at community events.
• Stay current on financial products, promotions, and policies.
• Participate in training and team initiatives.

Skills

Customer-facing experience

Clear communication

Sales & cross-selling

Travel flexibility

Financial products knowledge

Relationship building

Education

High school diploma or equivalent

Tools

Digital banking tools

Self-service kiosk

Job description

Clearview Federal Credit Union seeks a Traveling Financial Experience Advisor to guide members toward financial success. You will travel to serve multiple locations, deliver exceptional service, and promote Clearview’s products while supporting a full range of financial transactions.

This role emphasizes relationship building, effective communication, and the ability to travel between Financial Centers. You'll represent Clearview at community events and stay current on promotions, policies, and