Jobs · Sales · Florida

Universal Banker

FAIRWINDS Credit Union · Winter Park, FL · 1 mo ago
On-siteSalesFull-time
We need to output HTML fragment with headings

for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. No Job ID etc. Remove boilerplate. Must preserve all substantive info. We need to parse the posting. Content: - Intro: "Financial Freedom Happens Here – and it starts with YOU..." etc. This is marketing fluff; but we need to preserve substantive info. Likely we can include as a paragraph under maybe "About the role"? Actually "About the role" heading is for description of role. The intro includes mission, etc. Could be part of About the role. - "Interested in Becoming Part of the FAIRWINDS Crew? We're always looking for talented Member Service Specialists (Universal Bankers) to join our Central Florida branch network! By applying to this posting, you'll be considered for current and future opportunities at any of the locations listed below. While we may not have an immediate opening at your preferred branch today, our Talent Acquisition team actively reviews applications and may contact you at any time when a position becomes available that matches your qualifications and location preferences. If you're passionate about helping people improve their financial well-being and want to be considered for upcoming opportunities, we'd love for you to apply! Potential Opportunities May Become Available At Clermont Branch Four Corners Branch (Cagan Crossings)Leesburg BranchMount Dora BranchWinter Garden BranchApopka BranchMetroWest BranchWinter Park Village BranchFull Sail/Winter Park BranchDowntown Orlando Branch" We need to preserve locations list. Could be part of About the role or maybe a separate section? Not a defined heading; we can embed in a paragraph. - "Make an Impact as a Financial Freedom Coach This role is more than just opening accounts or processing transactions; you will be helping members take meaningful steps toward financial freedom...." This is role description. - "As part of your development journey, you'll have opportunities to: Receive Financial Freedom Coach training and certificationLearn milestone-based financial coaching techniquesDevelop expertise in budgeting, savings, debt reduction, and financial wellnessStrengthen advisory skills while making a meaningful impact on members' lives" - "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 and goals.Build trust and deepen relationships through consultative conversations that support members on their journey to Financial Freedom.Recommend deposit accounts, loans, investment and insurance products, and digital banking tools that align with members' financial goals and circumstances.Help members identify lending solutions that support important life milestones through inbound, outbound, and referral-based conversations.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.Previous banking experience required.Previous lending experience in a financial institution required.Passion for helping people improve their financial well-being and achieve meaningful financial goals.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 initiating financial conversations, uncovering member goals, educating members on available solutions, and making thoughtful recommendations that support long-term financial wellness.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 resetBuild your future with a 6% 401(k) matchEligible for a $700 annual contribution to your Health Savings AccountAccess our comprehensive maternity leave program to support growing familiesStay covered with medical, dental, vision, disability, and life insuranceGrow your career through leadership development, tuition assistance, and advancement opportunitiesEarn rewards for financial wellness through our Debt Free Club and Dave Ramsey's SmartDollar programThrive 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’ 2025 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!" We need to decide sections. We have content for: - About the role (description, mission, locations, development opportunities). Could combine. - Responsibilities (the bullet list under "Your Role in Our Mission"). - Requirements (maybe "What Makes You a Great Fit" includes requirements like experience, etc.) - Qualifications (maybe similar to Requirements; but we can combine? The instruction says use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to include only those with real content. We have content for About the role, Responsibilities, Requirements (experience needed), Skills (communication, problem-solving, etc.), Benefits (rewards package). Pay and Schedule not mentioned (no pay or schedule details). So we omit Pay and Schedule. We also might have Qualifications separate from Requirements? The posting includes "Previous banking experience required. Previous lending experience in a financial institution required." That's qualifications. Also "Demonstrated success in a member-facing role." Could be qualifications. "Passion for helping people..." maybe skills/attributes. We could split: Requirements = experience needed; Qualifications = education? Not given. Could combine. Better to follow typical: Requirements = mandatory experience; Qualifications = desired/preferred? But we have limited. We could make: - About the role (intro + locations + development opportunities) - Responsibilities (list of duties) - Requirements (previous banking experience, previous lending experience, demonstrated success in member-facing role) - Qualifications (maybe passion, leadership, etc.) but we could also put under Skills. - Skills (communication, problem-solving, organizational, adaptability, initiative, consultative, etc.) - Benefits (list of rewards) We must not create empty sections. Let's extract specifics. About the role: Should include mission statement, locations list, development opportunities (training, certification, etc.) and maybe the "Make an Impact as a Financial Freedom Coach" paragraph. Responsibilities: list from "Your Role in Our Mission". We need to convert to
  • . Items: - 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 and goals. - Build trust and deepen relationships through consultative conversations that support members on their journey to Financial Freedom. - Recommend deposit accounts, loans, investment and insurance products, and digital banking tools that align with members' financial goals and circumstances. - Help members identify lending solutions that support important life milestones through inbound, outbound, and referral-based conversations. - 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. We need to ensure each is a separate
  • . Requirements: "Demonstrated success in a member-facing role. Previous banking experience required. Previous lending experience in a financial institution required." Also maybe "Passion for helping people improve their financial well-being and achieve meaningful financial goals." Could be requirement but also skill. We'll put the three as requirements. Qualifications: Could include "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 initiating financial conversations, uncovering member goals, educating members on available solutions, and making thoughtful recommendations that support long-term financial wellness. Proven track record of achieving individual and/or branch goals." These are more like qualifications/skills. But we already have Skills section. Maybe better: Requirements = experience; Qualifications = demonstrated success, passion, etc.; Skills = communication, problem-solving, organizational, adaptability, initiative. Let's extract: Qualifications: - Demonstrated success in a member-facing role. - Passion for helping people improve their financial well-being and achieve meaningful financial goals. - 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 initiating financial conversations, uncovering member goals, educating members on available solutions, and making thoughtful recommendations that support long-term financial wellness. - Proven track record of achieving individual and/or branch goals. Skills: - Excellent communication, problem-solving, and organizational skills. - Able to adapt quickly and take initiative to serve where you're most needed. But we also have "Confident initiating financial conversations..." maybe skill. We'll keep as above. Benefits: list from "A Culture of Care and Reward". Items: - Enjoy 11 paid holidays and generous paid time off to recharge and reset - Build your future with a 6% 401(k) match - Eligible for 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 We need to ensure each as
  • . Now About the role content: Should include intro paragraphs, mission, locations list, development opportunities. Let's craft a paragraph(s) that preserve all substantive info. Intro: "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." Then: "Interested in Becoming Part of the FAIRWINDS Crew? We're always looking for talented Member Service Specialists (Universal Bankers) to join our Central Florida branch network! By applying to this posting, you'll be considered for current and future opportunities at any of the locations listed below. While we may not have an immediate opening at your preferred branch today, our Talent Acquisition team actively reviews applications and may contact you at any time when a position becomes available that matches your qualifications and location preferences. If you're passionate about helping people improve their financial well-being and want to be considered for upcoming opportunities, we'd love for you to apply! Potential Opportunities May Become Available At Clermont Branch Four Corners Branch (Cagan Crossings)Leesburg BranchMount Dora BranchWinter Garden BranchApopka BranchMetroWest BranchWinter Park Village BranchFull Sail/Winter Park BranchDowntown Orlando Branch" We need to preserve the locations list exactly as given (though there is missing spaces between some). We'll keep as is. Then: "Make an

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