Traveling Financial Experience Advisor- Based in McMurray

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

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 or 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

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.

This position is based in the McMurray Financial Center and will travel to the following Financial Centers as necessary; Kennedy, Robinson, and Canonsburg.

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.