Financial Freedom Coach & Banking Specialist

Fairwinds-Credit-Union; Florida; On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

11 paid holidays

401(k) match 6%

Health Savings Account $700 annual

Maternity leave program

Medical, dental, vision, disability, &

Life insurance

Leadership development

Tuition assistance

Debt Free Club

Dave Ramsey SmartDollar

Advancement opportunities

Job summary

FAIRWINDS Credit Union in Apopka is seeking a Member Service Specialist (Universal Banker) to help members achieve financial freedom through opening accounts, processing transactions, and personalized guidance. You'll blend traditional banking with a consultative approach, build relationships, promote digital tools, and support the branch team while upholding compliance and service standards.

This role offers growth through Financial Freedom coaching training and a rewards-driven culture that

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.
• You lead with care and know how to listen and respond to members' needs.
• Comfortable navigating both transactional and consultative responsibilities in a fast-paced environment.
• Confident initiating financial conversations, uncovering member goals, educating members on available solutions, and making thoughtful recommendations that support long-term financial wellness.
• 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 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.

Skills

Member-facing

Banking experience

Lending experience

Communication

Problem-solving

Organizational skills

Adaptability

Customer focus

Tools

Online banking

Mobile apps

Job description

FAIRWINDS Credit Union in Apopka is seeking a Member Service Specialist (Universal Banker) to help members achieve financial freedom through opening accounts, processing transactions, and personalized guidance. You'll blend traditional banking with a consultative approach, build relationships, promote digital tools, and support the branch team while upholding compliance and service standards.

This role offers growth through Financial Freedom coaching training and a rewards-driven culture that