Member Service Specialist: Drive Financial Freedom

FAIRWINDS Credit Union

Winter Park (FL)

Sur place

USD 29 000 - 35 000

Plein temps

Il y a 4 jours
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Avantages offerts par ce poste

11 paid holidays
6% 401(k) match
$700 Health Savings Account annual**
Maternity leave program
Medical, dental, vision, disability, &
Tuition assistance & career growth
Debt Free Club & SmartDollar program
People-first culture

Résumé du poste

FAIRWINDS Credit Union in Winter Park is seeking a Member Service Specialist to be the first point of contact for our members. You will handle teller and platform transactions, open new accounts, and recommend FAIRWINDS products and services based on each member’s financial needs.

In a fast-paced, member-focused environment you’ll build trust through consultative conversations, cross-sell loans and other solutions, promote digital banking tools, support branch operations, and ensure compliance

Qualifications

  • Demonstrated success in a member-facing role.
  • Strong knowledge of FAIRWINDS products, services, and digital platforms.
  • Lead with care and listen to members’ needs.
  • Comfortable navigating transactional and consultative responsibilities in a fast-paced environment.
  • Confident in cross-selling, handling objections, and educating 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.

Responsabilités

  • 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.

Connaissances

Member-facing role
FAIRWINDS product knowledge
Cross-sell
Communication skills
Problem-solving
Organizational skills

Description du poste

FAIRWINDS Credit Union in Winter Park is seeking a Member Service Specialist to be the first point of contact for our members. You will handle teller and platform transactions, open new accounts, and recommend FAIRWINDS products and services based on each member’s financial needs.

In a fast-paced, member-focused environment you’ll build trust through consultative conversations, cross-sell loans and other solutions, promote digital banking tools, support branch operations, and ensure compliance

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