Financial Freedom Coach & Universal Banker

FAIRWINDS Credit Union; Orlando (FL); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

11 paid holidays

401(k) match

Health Savings Account

Maternity leave

Medical insurance

Dental insurance

Vision insurance

Tuition assistance

Leadership development

Debt Free Club

Job summary

FAIRWINDS Credit Union in Orlando is hiring a Member Service Specialist (Universal Banker) at the Waterford Lakes branch to help members open accounts, process transactions, and take meaningful steps toward financial freedom.

This role blends traditional banking with a consultative approach, focusing on education, empowerment, and building long‑term relationships by guiding deposits, loans, investments, and digital tools that fit each member’s goals.

Qualifications

• Minimum high school diploma or equivalent.
• Experience in member-facing banking roles preferred.
• Lending experience in a financial institution is required.

Responsibilities

• Handle teller and platform transactions accurately and efficiently.
• Open new accounts and recommend suitable products.
• Build trust through consultative conversations and relationships.
• Recommend deposits, loans, investments, and digital tools.
• Assist members with lending solutions for milestones.
• Provide prompt support for account maintenance and service needs.
• Promote self-service tools and ensure branch procedures are followed.

Skills

Member-facing role

Banking experience

Lending experience

Communication skills

Customer service

Education

High school diploma

Financial literacy training

Tools

Core banking system

CRM software

Online banking tools

Job description

FAIRWINDS Credit Union in Orlando is hiring a Member Service Specialist (Universal Banker) at the Waterford Lakes branch to help members open accounts, process transactions, and take meaningful steps toward financial freedom.

This role blends traditional banking with a consultative approach, focusing on education, empowerment, and building long‑term relationships by guiding deposits, loans, investments, and digital tools that fit each member’s goals.