Traveling Financial Experience Advisor - Based in Wexford
About The Position
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.
Requirements
- 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 thrive in a fast-paced, service-driven environment
- Flexibility to travel between Financial Centers and work varied hours based on operational needs.
- A valid driver’s license is required.
- Employees must have reliable access to a personal vehicle.
- Employees must maintain active auto insurance that meets or exceeds the minimum liability coverage required by the state in which their vehicle is registered.
Nice To Haves
- Understanding of financial products and services is preferred
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
251-500 employees
