Traveling Financial Experience Advisor - Based in McKeesport

Posted 5 days ago

clearview federal credit unionIrwin (PA)

Personal Financial Advisors Credit Unions

SENIORITY

Junior

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About the role

Traveling Financial Experience Advisor Make a Difference For Our Members and Our Communities! At Clearview, we're more than a credit unionwe'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 BringHigh 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 HoursMonday - Thursday: 9am - 5pmFriday: 9am - 6pmSaturday: 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.
This position is based in the McKeesport Financial Center and will travel to the following Financial Centers as necessary; Market Square Pittsburgh, Strip District Pittsburgh, North Huntingdon
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.

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