Universal Banker - Downtown Sanford

FAIRWINDS Credit Union; Sanford (FL); On-site; USD 38,000 - 56,000; Full time

Benefits offered by this job

11 paid holidays

401(k) match 6%

HSA contribution $700

Maternity leave program

Health, dental, vision, disability, &/

Life insurance

Leadership development

Tuition assistance

Debt Free Club & SmartDollar

Purpose-driven culture

Job summary

FAIRWINDS Credit Union in Sanford, FL is seeking a Member Service Specialist (Universal Banker) to be the first point of contact for members at the Downtown Sanford branch. You’ll open accounts, assess needs, and connect members with the right products and services to help them live financially free.

You’ll balance transactional duties with consultative guidance, generate loan opportunities, and promote self-service tools while upholding security and compliance in a fast-paced environment.

Qualifications

• Demonstrated success in a member-facing role.
• Previous banking and lending experience required.
• Strong knowledge of FAIRWINDS products, services, and digital platforms.
• Ability to balance transactional and consultative responsibilities in a fast-paced environment.

Responsibilities

• Serve as the go-to resource for members by handling teller and platform transactions accurately.
• Open new accounts and recommend products based on members' financial needs.
• Build trust through consultative conversations that lead to long-term financial success for members.
• Refer deposit accounts, loans, investments, and insurance products and digital tools.
• Generate loan opportunities through inbound, outbound, and referrals.
• Provide prompt support for account maintenance and service-related needs.
• Promote online banking, mobile apps, and ATMs to members.
• Support branch operations including opening/closing and item custody.
• Maintain compliance with policies and security protocols.

Skills

Member-facing

Banking experience

Lending experience

Product knowledge

Active listening

Cross-selling

Communication

Goal orientation

Job 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. As a Member Service Specialist (Universal Banker) for our Downtown Sanford branch, you’ll be the first step in helping our members live financially free! You’ll take an active role in uncovering opportunities, generating loans, and connecting members to the right products and services. Your ability to balance service with smart, needs-based recommendations will directly contribute to both member success and branch performance.

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.
• 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.

What Makes You a Great Fit

• Demonstrated success in a member-facing role.
• Previous banking experience required.
• Previous lending experience required.
• Strong knowledge of FAIRWINDS products, services, and digital platforms.
• 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 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.

A Culture Of Care And Reward

• 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’ 2024 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! FAIRWINDS is an Equal Opportunity Employer.