Traveling Financial Experience Advisor - Based in Brentwood

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

Rate of Pay

$20 per hour plus mileage

Make a Difference – For Our Members and Our Communities!

At Clearview, we’re more than a credit union—we’re a community! Join Clearview as a Traveling Financial Experience Advisor and become a trusted partner in guiding our members toward financial success. You'll deliver exceptional service, promote Clearview’s products and services, and support a full range of financial transactions, all while traveling to serve multiple locations and representing Clearview at community events.

Why Clearview?

We believe in delivering extraordinary experiences, for both our members and our team. You’ll be part of a supportive culture that values:

• Empathy & Emotional Intelligence: Listening actively and adapting with care.
• Diversity, Equity & Inclusion: Welcoming unique perspectives and ensuring every voice is heard.
• Lifelong Learning: Leveraging training, seminars, and career growth opportunities.

What You’ll Do

• Serve as a trusted advisor for members’ financial needs, offering solutions, handling transactions, and building meaningful relationships.
• Open new 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 self-service kiosk, digital banking station, ATM, and automated phone service.
• Provide accurate rate quotes and product information.
• Resolve member concerns efficiently and professionally.
• Support Clearview’s presence at community and charity events.
• Stay current on financial products, promotions, and policies.
• Participate in training, team initiatives, and ongoing professional development.

What You’ll Bring

• High school diploma or equivalent.
• At least 6 months of customer-facing or transferable experience.
• Clear and effective communication skills that build strong, trust-based relationships.
• Ability to thrive in a fast-paced, service-driven environment.
• Understanding of financial products and services is preferred.
• Sales and cross-selling experience is highly desirable.
• Flexibility to travel between Financial Centers and work varied hours based on operational needs.

Working Hours

• Monday - Thursday: 9am - 5pm
• Friday: 9am - 6pm
• Saturday: 9am - 2pm (Rotating 2 Saturdays a month)
• Schedule is based upon operational needs of the various Financial Centers this position covers.

Travel Requirements

This position requires the employee to travel between Financial Center locations during their scheduled workday, often on short notice.

• A valid driver’s license is required.
• Employees must have reliable access to a personal vehicle.
• Public transportation or rideshare services are insufficient for this role due to the time-sensitive and flexible nature of same-day travel.
• Employees must maintain active auto insurance that meets or exceeds the minimum liability coverage required by the state in which their vehicle is registered. Clearview does not provide insurance coverage for vehicles owned or operated by employees for business use.
• Mileage is reimbursed in accordance with Clearview’s reimbursement policy.

Location

This position is based in the Brentwood Financial Center and will travel to the following Financial Centers as necessary: Pleasant Hills, Shadyside, South Fayette Township.

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.