Universal Banker - Winter Garden
About The Position
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 Winter Garden 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.
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
- generous paid time off
- 6% 401(k) match
- $700 annual contribution to your Health Savings Account
- comprehensive maternity leave program
- medical, dental, vision, disability, and life insurance
- leadership development
- tuition assistance
- advancement opportunities
- rewards for financial wellness through our Debt Free Club and Dave Ramsey’s SmartDollar program
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
