Jobs · Finance · Florida

Universal Banker - Member Service Specialist - Metro West

FAIRWINDS Credit Union · Orlando, FL · 1 mo ago
On-siteFinanceFull-time
We need to output HTML fragment with sections using

for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections where posting has real specific content. We must not repeat job title. 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. At FAIRWINDS Credit Union, we’re more than a workplace; we’re a team on a mission. As a Member Service Specialist for our MetroWest branch, you’ll be the first step in helping our members live financially free!" - "What Makes You a Great Fit" bullet list (actually sentences). Items: - Experienced in consumer lending. - Ability to guide members through options in personal loans, credit products, and financial solutions tailored to their goal. - 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. - "Your Role In Our Mission" bullet list (actually sentences): - 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. - "A Culture Of Care And Reward" bullet list: - 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 - "About FAIRWINDS Credit Union" paragraph. We need sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to map content. "About the role": could be the introductory paragraph describing role? Possibly "As a Member Service Specialist..." and "What Makes You a Great Fit"? Actually "About the role" could be description of role: maybe the "Your Role In Our Mission" is responsibilities. "What Makes You a Great Fit" could be Requirements/Qualifications/Skills. We need to decide sections based on content. We have no explicit Pay or Schedule info. So we should NOT include Pay or Schedule sections because they are not stated. Benefits we have details: paid holidays, PTO, 401k match, HSA contribution, maternity leave, insurance, tuition assistance, Debt Free Club, etc. So we can include Benefits section. We need to include About the role: maybe a short paragraph summarizing role: "As a Member Service Specialist for our MetroWest branch, you’ll be the first step in helping our members live financially free!" plus maybe the mission statement? Could also include "At FAIRWINDS Credit Union, we’re more than a workplace; we’re a team on a mission." That's about company. But About the role likely about the position. We'll use the first two sentences. Responsibilities: list from "Your Role In Our Mission". Use
  • . Requirements: maybe "What Makes You a Great Fit" items that are requirements/experience: Experienced in consumer lending, Ability to guide members..., Demonstrated success..., Strong knowledge..., You lead with care..., Comfortable navigating..., Confident..., Proven track record..., Excellent communication..., Able to adapt... These could be requirements/qualifications/skills. We need to split into Requirements, Qualifications, Skills maybe. But we can combine if content thin? The instruction: Prefer a few substantive sections over many thin ones. So we could combine Requirements and Qualifications into one section? But we have headings defined; we must use those headings if we include them. We could include Requirements and Qualifications as separate if we have distinct content. However we might not have clear distinction; we could put all under Requirements and skip Qualifications and Skills if not distinct. But we need to preserve all substantive info; we can put them under Requirements (or Skills). The instruction: "Use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It says e.g., meaning those are examples; we can use those headings. It doesn't say we must use all; we should include a section only when posting has real specific content for it. So we need to decide which sections have content. We have content for About the role (intro). Responsibilities (your role). Requirements (what makes you a great fit). Benefits (culture of care). Possibly Qualifications and Skills could be split from requirements but we might not have clear distinction; we could treat the list as Requirements and not create Qualifications/Skills sections to avoid thin sections. That aligns with preference for few substantive sections. Thus sections: About the role, Responsibilities, Requirements, Benefits. We must not include Pay or Schedule. Now we need to output HTML fragment only, no /, no markdown fences. We'll produce:

    About the role

    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 MetroWest branch, you’ll be the first step in helping our members live financially free!

    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.

    Requirements

    • Experienced in consumer lending.
    • Ability to guide members through options in personal loans, credit products, and financial solutions tailored to their goal.
    • 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.

    Benefits

    • 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
    We need to ensure no extra fluff. Also ensure we didn't include any boilerplate like EEO etc. We didn't. Check that we preserved all substantive info: The intro paragraph includes the mission statement and role. The responsibilities list includes all points. The requirements list includes all points from "What Makes You a Great Fit". Benefits list includes all points from "A Culture Of Care And Reward". The "About FAIRWINDS Credit Union" paragraph at the end is company description; is that substantive? It might be considered boilerplate but it's about the company. The instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The "About FAIRWINDS Credit Union" is not boilerplate; it's descriptive. Should we include it? Possibly under About the role? But we already have About the role section with intro. Could we add another paragraph about the company under About the role? The instruction: Use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). About the role likely refers to the role, not the company. However we could include a short paragraph about the company within About the role or maybe a separate section like "About FAIRWINDS Credit Union" but that's not in the list of headings. The instruction says use those headings for section headings; we could still include other headings? It says "Use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." The e.g. suggests those are examples; we could use other headings but they want us to use those for standard sections. Probably we should not add extra headings beyond those. The company description could be considered part of About the role? Might be okay to add a paragraph after the intro about the company within About the role. Let's incorporate that. Thus About the role section could have two paragraphs: first the role intro, second the company description. Let's adjust:

    About the role

    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 MetroWest branch, you’ll be the first step in helping our members live financially free!

    Headquartered in

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