Mobile Financial Experience Advisor: Travel & Impact

Clearview Federal Credit Union; Northern (KY); Hybrid; USD 23,000 - 32,000; Full time

Benefits offered by this job

Mileage reimbursement

Travel between centers

Equal opportunity employer

Job summary

Clearview Federal Credit Union is seeking a Traveling Financial Experience Advisor to serve members across multiple locations. You’ll deliver exceptional service, promote Clearview products, and support financial transactions while traveling to various Centers and representing Clearview at community events.

Youll stay current on financial products, promotions and policies, participate in training, and support events. Flexible hours apply in a fast-paced, service-driven environment.

Qualifications

• Minimum 6 months of customer-facing or transferable experience.
• Clear and effective communication skills.
• Sales and cross-selling experience is desirable.
• Willingness to travel between financial centers.
• Understanding of financial products and services preferred.

Responsibilities

• Serve as trusted advisor for members' financial needs, offering solutions, handling transactions, and building relationships.
• Open accounts, assist with account updates, and support lending opportunities.
• Cross-sell Clearview’s full range of products using digital tools to match members’ needs.
• Educate members on self-service options, such as a kiosk or digital banking station.
• Provide accurate rate quotes and product information.
• Resolve member concerns efficiently and professionally.
• Support Clearview’s presence at community events.

Skills

Customer-facing experience

Communication skills

Sales and cross-selling

Travel flexibility

Understanding of financial products

Education

High school diploma or equivalent

Job description

Clearview Federal Credit Union is seeking a Traveling Financial Experience Advisor to serve members across multiple locations. You’ll deliver exceptional service, promote Clearview products, and support financial transactions while traveling to various Centers and representing Clearview at community events.

Youll stay current on financial products, promotions and policies, participate in training, and support events. Flexible hours apply in a fast-paced, service-driven environment.