Traveling Financial Experience Specialist

Clearview Federal Credit Union

Wexford (Allegheny County)

On-site

USD 25,000 - 30,000

Full time

8 days ago
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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

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

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