Traveling Financial Experience Advisor- Based in McMurray

RATE OF PAY $20 PER HOUR PLUS MILEAGE
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.
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 Bring
High school diploma or equivalent