Traveling Financial Experience Advisor - Based in Wexford

Clearview-Federal-Credit-Union; Cranberry Township (Butler County); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Mileage reimbursement

Job summary

Clearview Federal Credit Union is hiring a Traveling Financial Experience Advisor to guide members toward financial success. The role involves serving at multiple financial centers, opening and updating accounts, and promoting products using digital tools.

The position requires a high school diploma and at least 6 months in a customer-facing role. Travel between centers is expected, with mileage reimbursement and ongoing professional development.

Qualifications

• Strong communication and interpersonal skills.
• Experience in customer-facing roles is required.
• Knowledge of financial products is preferred; sales experience is a plus.
• Willingness to travel between centers and meet customers where they are.

Responsibilities

• Serve as a trusted advisor to members, handling transactions and building relationships.
• Open new accounts, assist with updates, and support lending opportunities.
• Cross-sell Clearview’s full range of products using digital tools.
• Educate members on self-service options and digital banking.
• Represent Clearview at community events and stay current on products and policies.
• Travel between financial centers to serve members and meet needs.

Skills

Communication skills

Customer service

Sales

Financial products knowledge

Travel flexibility

Education

High school diploma or equivalent

Job description

RATE OF PAY $20 PER HOUR

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 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.

This position is based in the Wexford Financial Center and will travel to the following Financial Centers as necessary; Cranberry Township, Ross Township and Butler

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.