Traveling Financial Experience Advisor - Based in Wexford

Clearview Federal Credit Union; Wexford (Allegheny County); On-site; USD 25,000 - 30,000; Full time

Job summary

Clearview Federal Credit Union in the greater Pittsburgh area is seeking a Traveling Financial Experience Advisor. You will be a trusted partner guiding members toward financial success, delivering exceptional service, promoting Clearview’s products, and supporting a full range of financial transactions while traveling to serve multiple locations.

This role requires a high school diploma, at least 6 months of customer-facing experience, strong communication, and the flexibility to travel to

Qualifications

• 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 travel between Financial Centers and work varied hours based on operational needs.
• Sales and cross-selling experience is highly desirable.

Responsibilities

• 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.

Skills

Communication skills

Sales / cross-selling

Customer service

Travel readiness

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.

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.

Location

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.