Financial Freedom Coach & Personal Banker

Fairwinds-Credit-Union; Orlando (FL); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

401(k) match

Paid time off

Health Savings Account

Medical, dental, and vision insurance

Tuition assistance

Job summary

FAIRWINDS Credit Union is seeking a Member Service Specialist for its Apopka branch. The role combines banking expertise with a consultative approach to foster member relationships and assist them in achieving financial freedom.

You will provide essential services by opening accounts and recommending suitable financial products based on individual needs. We offer robust training and development opportunities to support your growth as a financial coach.

Qualifications

• Demonstrated success in a member-facing role.
• Previous banking and lending experience required.
• Passion for helping people improve their financial well-being.

Responsibilities

• Handle all teller and platform transactions accurately.
• Open new accounts and recommend relevant products.
• Build trust and deepen relationships through consultative conversations.
• Help members identify lending solutions for life milestones.
• Deliver support for service-related needs.

Skills

Member-facing role

Banking experience

Lending experience

Communication skills

Problem-solving

Organizational skills

Job description

FAIRWINDS Credit Union is seeking a Member Service Specialist for its Apopka branch. The role combines banking expertise with a consultative approach to foster member relationships and assist them in achieving financial freedom.

You will provide essential services by opening accounts and recommending suitable financial products based on individual needs. We offer robust training and development opportunities to support your growth as a financial coach.