Traveling Financial Experience Specialist

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

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