Financial Wellness Advisor

FAIRWINDS; Orlando (FL); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

11 paid holidays

6% 401(k) match

HSA $700 annual contribution

Maternity leave program

Medical, dental, vision, disability &

Job summary

FAIRWINDS Credit Union in Orlando's MetroWest branch is seeking a Member Service Specialist who thrives in helping members achieve financial freedom. You will handle teller and platform transactions, open new accounts, and tailor product recommendations to each member's goals, fostering trust and lasting relationships.

In this role you will guide members through FAIRWINDS' products and digital tools, proactively refer loans, deposits, investments, and insurance, and support branch operations.

Qualifications

• Experience in consumer lending.
• Ability to guide members through options in personal loans, credit products, and financial solutions tailored to their goal.
• Demonstrated success in a member-facing role.
• Strong knowledge of FAIRWINDS products, services, and digital platforms.
• You lead withcare and know how to listen and respond to members' needs.
• Comfortable navigating both transactional and consultative responsibilities in a fast-paced environment.
• Confident in your ability to cross-sell, handle objections, and educate members.
• 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.
• Build trust and deepen relationships through consultative conversations that lead to long-term financial success for our members.
• Proactively refer solutions including deposit accounts, loans, investment and insurance products, and digital banking tools.
• Actively generate loan opportunities through inbound, outbound, and referral-based efforts.
• 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

Consumer lending

Member-facing experience

Cross-selling

Communication

Problem solving

Organizational skills

Active listening

Adaptability

Initiative

Digital banking knowledge

Job description

FAIRWINDS Credit Union in Orlando's MetroWest branch is seeking a Member Service Specialist who thrives in helping members achieve financial freedom. You will handle teller and platform transactions, open new accounts, and tailor product recommendations to each member's goals, fostering trust and lasting relationships.

In this role you will guide members through FAIRWINDS' products and digital tools, proactively refer loans, deposits, investments, and insurance, and support branch operations.