Universal Banker - Downtown Sanford

FAIRWINDS Credit Union•Sanford, FL

9d•Onsite

About The Position

As a Member Service Specialist (Universal Banker) at FAIRWINDS Credit Union’s Downtown Sanford branch, you will help members pursue financial freedom by providing accurate teller and platform services, identifying their financial needs, and recommending relevant products and services. The role balances member service with needs-based recommendations and loan generation, contributing to member outcomes and branch performance. You will support members with transactions, account opening and maintenance, problem resolution, and education about digital and self-service banking tools. You will also support branch operations, including keyholder duties when needed, opening and closing procedures, custody of negotiable items, and compliance with policies and security protocols. FAIRWINDS describes itself as a purpose-driven, people-first credit union headquartered in Orlando that has served members for over 70 years. Its mission is changing members’ lives on the journey to Financial Freedom, and it promotes integrity, accountability, and teamwork.

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.
Ability to listen and respond to members’ needs with care.
Comfort navigating transactional and consultative responsibilities in a fast-paced environment.
Confidence 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.

Responsibilities

Handle teller and platform transactions accurately and efficiently.
Open new accounts and recommend products and services suited to members’ financial needs.
Build member relationships through consultative conversations.
Refer members to deposit accounts, loans, investment and insurance products, and digital banking tools.
Generate loan opportunities through inbound, outbound, and referral-based efforts.
Assist with account maintenance and problem resolution.
Promote and educate members about online banking, mobile apps, ATMs, and other self-service tools.
Serve as a keyholder when needed and support branch opening and closing procedures and negotiable item custody.
Follow policies, procedures, and security protocols.
Support the branch team in achieving its goals.