Financial Freedom Coach & Banking Advisor

Fairwinds-Credit-Union; Florida; On-site; USD 38,000 - 56,000; Full time

Benefits offered by this job

11 paid holidays

6% 401(k) match

Health Savings Account ($700 annual)

Maternity leave program

Medical insurance

Dental insurance

Vision insurance

Disability insurance

Life insurance

Tuition assistance

Leadership development

Advancement opportunities

Debt Free Club

SmartDollar program

Job summary

FAIRWINDS Credit Union is looking for a Member Service Specialist (Universal Banker) at our Altamonte Springs branch. You will be at the heart of our mission, helping members take meaningful steps toward financial freedom, whether opening accounts, processing transactions, or guiding financial goals.

You will combine banking expertise with consultative education, participate in Financial Freedom development, receive training and certification, and grow in a culture that values integrity,

Qualifications

• Demonstrated success in a member-facing role.
• Previous banking experience required.
• Previous lending experience in a financial institution required.

Responsibilities

• Serve as the go-to resource for members by handling all teller and platform transactions accurately and efficiently.
• Open new accounts and recommend relevant products and services based on members' unique 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, investment and insurance products, and digital banking tools that align with members' financial goals and circumstances.
• Help members identify lending solutions that support important life milestones through inbound, outbound, and referral-based conversations.
• 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 operational procedures including branch opening/closing and negotiable item custody.
• Maintain compliance with policies, procedures, and security protocols while supporting the branch team in achieving goals.

Job description

FAIRWINDS Credit Union is looking for a Member Service Specialist (Universal Banker) at our Altamonte Springs branch. You will be at the heart of our mission, helping members take meaningful steps toward financial freedom, whether opening accounts, processing transactions, or guiding financial goals.

You will combine banking expertise with consultative education, participate in Financial Freedom development, receive training and certification, and grow in a culture that values integrity,