Traveling Financial Experience Advisor - Based in Moon Township

About the role

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.

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

• A 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.
• The ability to thrive in a fast-paced, service-driven environment.
• An 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.

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.
• Mileage is reimbursed in accordance with Clearview’s reimbursement policy.

Working Hours

Monday - Thursday: 9am - 5pm
Friday: 9am - 6pm
Saturday: 9am - 2pm
Rotating 2 Saturdays a month

Schedule

Based upon operational needs of the various Financial Centers this position covers.

Pay

$20 per hour

Benefits

N/A

Schedule

N/A

Qualifications

• A 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.
• The ability to thrive in a fast-paced, service-driven environment.
• An 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.