Universal Banker

Fairwinds; Florida; Hybrid; USD 36,000 - 54,000; Full time

Benefits offered by this job

11 paid holidays

6% 401(k) match

Health Savings Account contribution

Maternity leave program

Medical, dental, vision, life

Tuition assistance and advancement

Debt Free Club and SmartDollar program

Job summary

FAIRWINDS Credit Union in Clermont, FL is seeking a Financial Freedom Coach (Member Service Specialist) to assist members with opening accounts, recommending products, and guiding them toward financial goals.

You will blend traditional banking skills with a consultative, education-focused approach to build lasting relationships and empower members on their path to financial freedom.

Qualifications

• Previous banking experience required.
• Demonstrated success in a member-facing role.
• Excellent communication, problem-solving, and organizational skills.
• Able to adapt quickly and take initiative to serve where needed.
• Confident initiating financial conversations and making thoughtful recommendations.

Responsibilities

• Serve as the go-to resource for members by handling teller and platform transactions accurately and efficiently.
• Open new accounts and recommend relevant products and services based on members' financial needs and goals.
• Build trust and deepen relationships through consultative conversations supporting members on their journey to Financial Freedom.
• Promote and educate members on self-service tools (online banking, mobile apps, ATMs).
• Maintain compliance with policies, procedures, and security protocols while supporting branch goals.

Job description

Clermont Branch 1380 S Grand Highway Clermont, FL 34711, USA

Locations

Showing 1 location Clermont Branch 1380 S Grand Highway Clermont, FL 34711, USA

+9 more locations

• On-site
• Retail Banking
• Full-Time
• Requisition #: UNIVE003001

Description

Financial Freedom Happens Here – and it starts with YOU.

At FAIRWINDS Credit Union, we’re more than a workplace; we’re a team on a mission. Join the credit union nationally endorsed by The Dave Ramsey Show, where every day is a step toward financial freedom - for our members and for you.

Interested in Becoming Part of the FAIRWINDS Crew?

We're always looking for talented Member Service Specialists (Universal Bankers) to join our Central Florida branch network!

• Clermont Branch
• Four Corners Branch (Cagan Crossings)
• Leesburg Branch
• Apopka Branch
• MetroWest Branch
• Full Sail/Winter Park Branch
• Downtown Orlando Branch

Make an Impact as a Financial Freedom Coach

This role is more than just opening accounts or processing transactions; you will be helping members take meaningful steps toward financial freedom. Whether someone is building savings, improving their credit, purchasing a home, paying off debt, or planning for the future, you'll play an important role in helping them achieve their goals.

You’ll combine traditional banking expertise with a consultative approach focused on education, empowerment, and long-term relationships. By understanding each member's unique situation, you will help uncover opportunities, provide guidance, and deliver solutions that move them closer to financial freedom.

As part of your development journey, you'll have opportunities to:

• Receive Financial Freedom Coach training and certification
• Learn milestone-based financial coaching techniques
• Develop expertise in budgeting, savings, debt reduction, and financial wellness
• Strengthen advisory skills while making a meaningful impact on members' lives

Your Role in Our Mission

• 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.

What Makes You a Great Fit

• 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.

A Culture of Care and Reward

You give your best, and we give back with a comprehensive and meaningful rewards package:

• Enjoy 11 paid holidays and generous paid time off to recharge and reset
• Build your future with a 6% 401(k) match
• Eligible for a $700 annual contribution to your Health Savings Account
• Access our comprehensive maternity leave program to support growing families
• Stay covered with medical, dental, vision, disability, and life insurance
• Grow your career through leadership development, tuition assistance, and advancement opportunities
• Earn rewards for financial wellness through our Debt Free Club and Dave Ramsey's SmartDollar program
• Thrive in a purpose-driven, people-first culture where your impact matters

This is more than your next job. It's your next step in changing lives, starting with your own!

About FAIRWINDS Credit Union At FAIRWINDS Credit Union, Financial Freedom Happens Here. Headquartered in Orlando and proudly serving members for over 70 years, our mission - changing members’ lives on the journey to Financial Freedom - drives everything we do, with a clear vision: Members financially free. Through The FAIRWINDS Way, we champion a culture of integrity, accountability, and teamwork, and we’re nationally endorsed by The Dave Ramsey Show as a trusted provider of financial wellness. Recognized as one of Forbes’ 2025 Best-in-State Credit Unions and one of Orlando Business Journal’s Best Places to Work, FAIRWINDS is a top workplace where your purpose matters and your growth is supported every step of the way!

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.