Universal Banker & Member Advisor: Loans & Solutions

Fairwinds

Orlando, Northern (FL, KY)

Hybrid

USD 34,000 - 52,000

Full time

4 days ago
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Benefits offered by this job

11 paid holidays
Paid time off
401(k) match
HSA contribution
Maternity leave program
Medical benefits
Disability insurance
Life insurance
Leadership development
Tuition assistance
Advancement opportunities
Debt Free Club
SmartDollar program

Job summary

FAIRWINDS Credit Union in Orlando is seeking a Member Service Specialist for our MetroWest branch to be the first point of contact for members, handling teller and platform transactions with accuracy and a friendly approach.

Open new accounts, recommend products, and guide members through personal loans, deposits, and digital tools. You will build trust through consultative conversations and help members achieve lasting financial wellness.

Qualifications

  • Experience in consumer lending and member-facing roles.
  • Ability to guide members through personal loans and financial options.
  • Strong knowledge of FAIRWINDS products, services, and digital tools.
  • Proven track record of achieving branch goals.

Responsibilities

  • Handle teller and platform transactions accurately and efficiently.
  • Open new accounts and recommend products based on member needs.
  • Build trust through consultative conversations for long-term financial success.
  • Proactively refer deposit accounts, loans, investments, and digital banking tools.
  • Generate loan opportunities through inbound, outbound, and referrals.
  • Support customer service needs and issue resolution.
  • Promote self-service tools like online banking and mobile apps.
  • Assist with branch opening/closing and cash custody.
  • Maintain compliance with policies and security protocols.

Skills

Consumer lending
Member guidance
Cross-selling
Communication skills
Problem-solving
Organizational skills
Adaptability
Team collaboration
Financial products knowledge

Job description

FAIRWINDS Credit Union in Orlando is seeking a Member Service Specialist for our MetroWest branch to be the first point of contact for members, handling teller and platform transactions with accuracy and a friendly approach.

Open new accounts, recommend products, and guide members through personal loans, deposits, and digital tools. You will build trust through consultative conversations and help members achieve lasting financial wellness.

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