Universal Banker - Vista Lakes

FAIRWINDS Credit Union • Orlando, FL

11h • Onsite

About The Position

At FAIRWINDS Credit Union, the Universal Banker (Member Service Specialist) for the Vista Lakes branch plays a crucial role in helping members achieve financial freedom. This position involves actively identifying opportunities, generating loans, and connecting members with appropriate products and services. The role requires balancing excellent service with needs-based recommendations to contribute to both member success and branch performance. FAIRWINDS Credit Union, headquartered in Orlando, has been serving members for over 70 years with a mission to change members' lives on the journey to Financial Freedom. They champion a culture of integrity, accountability, and teamwork, and are nationally endorsed by The Dave Ramsey Show. 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 that supports employee growth.

Requirements

• 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.

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.

Benefits

• 11 paid holidays and generous paid time off to recharge and reset
• 6% 401(k) match
• Eligible for a $700 annual contribution to your Health Savings Account
• Comprehensive maternity leave program to support growing families
• Medical, dental, vision, disability, and life insurance
• Leadership development, tuition assistance, and advancement opportunities
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 251-500 employees