Traveling Financial Experience Advisor | Community Banking

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

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.