On-the-Go Financial Experience Advisor

Clearview Federal Credit Union; Brentwood (Allegheny County); Hybrid; USD 22,730 - 32,373; Full time

Job summary

Clearview Federal Credit Union is seeking a Traveling Financial Experience Advisor to provide exceptional service and financial solutions to our members. This role involves traveling to various Financial Centers, building relationships, and promoting Clearview's products.

Preferred qualifications include customer-facing experience, effective communication skills, and a high school diploma. Join us in making a difference in our members' financial success.

Qualifications

• At least 6 months of customer-facing or transferable experience.
• Ability to thrive in a fast-paced, service-driven environment.
• Flexibility to travel between Financial Centers and work varied hours.

Responsibilities

• Serve as a trusted advisor for members’ financial needs.
• Cross-sell Clearview’s full range of products.
• Support Clearview’s presence at community events.

Skills

Customer-facing experience

Effective communication skills

Sales and cross-selling

Understanding of financial products

Education

High school diploma or equivalent

Job description

Clearview Federal Credit Union is seeking a Traveling Financial Experience Advisor to provide exceptional service and financial solutions to our members. This role involves traveling to various Financial Centers, building relationships, and promoting Clearview's products.

Preferred qualifications include customer-facing experience, effective communication skills, and a high school diploma. Join us in making a difference in our members' financial success.