Universal Banker - Winter Park

FAIRWINDS Credit Union

Winter Park (FL)

On-site

USD 29,000 - 35,000

Full time

5 days ago
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Benefits offered by this job

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

Job summary

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.

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

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

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. As a Member Service Specialist for our Winter Park branch, you’ll be the first step in helping our members live financially free!

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.
  • 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.
  • 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
  • Receive 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!

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