Financial Freedom Banker & Member Coach

FAIRWINDS Credit Union; Florida; On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

11 paid holidays

6% 401(k) match

Health Savings Account contribution

Maternity leave program

Medical, dental, vision, disability &

Life insurance

Tuition assistance

Debt Free Club & SmartDollar program

Leadership development

Job summary

FAIRWINDS Credit Union in Altamonte Springs is seeking a Member Service Specialist (Universal Banker) to be at the heart of our mission to guide members toward financial freedom. This role blends traditional banking with a consultative approach, handling teller and platform transactions, opening accounts, and recommending products to meet members' goals.

You will grow through our Financial Freedom development course, gaining skills in budgeting, savings, debt reduction, and financial wellness,

Qualifications

• Demonstrated success in a member-facing role.
• Previous banking experience required.
• Previous lending experience in a financial institution required.
• Passion for helping people improve their financial well-being and achieve meaningful financial goals.
• Lead with care and listen to members' needs.
• Navigate both transactional and consultative responsibilities in a fast-paced environment.
• Confident initiating financial conversations and making thoughtful recommendations.
• Proven track record of achieving individual and/or branch goals.
• Excellent communication, problem-solving, and organizational skills.
• Able to adapt quickly and take initiative to serve where you're most needed.

Responsibilities

• Serve as the go-to resource for members by handling teller and platform transactions accurately and efficiently.
• Open new accounts and recommend relevant products and services based on members' financial needs and goals.
• Build trust and deepen relationships through consultative conversations that support members on their journey to Financial Freedom.
• Recommend deposit accounts, loans, investments, and insurance products.
• Help members identify lending solutions that support important life milestones.
• Deliver prompt support for service-related needs such as account maintenance and problem resolution.
• Promote and educate members on self-service tools including online banking, mobile apps, and ATMs.
• Serve as a keyholder when needed and support branch operations including opening/closing and custody of negotiable items.
• Maintain compliance with policies, procedures, and security protocols while supporting the branch team.

Skills

Member-facing excellence

Communication

Problem solving

Organizational skills

Adaptability

Financial conversations

Job description

FAIRWINDS Credit Union in Altamonte Springs is seeking a Member Service Specialist (Universal Banker) to be at the heart of our mission to guide members toward financial freedom. This role blends traditional banking with a consultative approach, handling teller and platform transactions, opening accounts, and recommending products to meet members' goals.

You will grow through our Financial Freedom development course, gaining skills in budgeting, savings, debt reduction, and financial wellness,