Universal Banker - Waterford Lakes
FAIRWINDS Credit Union · Orlando, FL · 1 mo ago
On-siteFinanceFull-time
We need to output HTML fragment with sections: headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. No job title heading. No metadata like Job ID. Remove boilerplate.
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. 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 Waterford Lakes branch, you'll be at the heart of that mission. This role is more than just opening accounts or processing transactions; you will be helping members take meaningful steps toward financial freedom. Whether someone is building savings, improving their credit, purchasing a home, paying off debt, or planning for the future, you'll play an important role in helping them achieve their goals. You'll combine traditional banking expertise with a consultative approach focused on education, empowerment, and long-term relationships. By understanding each member's unique situation, you will help uncover opportunities, provide guidance, and deliver solutions that move them closer to financial freedom."
Then "Grow as a Financial Freedom Coach At FAIRWINDS, we invest in your development beyond traditional banking skills. Through our Financial Freedom development course, you'll gain valuable knowledge and tools that help members build healthier financial futures while expanding your own professional expertise. 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, etc."
Then "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."
Then "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."
Then "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"
Then "This is more than your next job. It’s your next step in changing lives; starting with your own!"
Then "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 produce sections: maybe "About the role" (intro), "Responsibilities" (Your Role in Our Mission), "Requirements" (What Makes You a Great Fit), "Benefits" (A Culture Of Care And Reward), maybe "Qualifications" could be same as Requirements? But we should not duplicate. The instruction: Use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections with real specific content.
We have content for About the role (intro + maybe Grow as a Financial Freedom Coach). Responsibilities (Your Role in Our Mission). Requirements (What Makes You a Great Fit). Benefits (A Culture Of Care And Reward). Possibly Skills could be extracted from Requirements but we can combine. Pay and Schedule not present (no specific pay or schedule). So we omit those.
We need to preserve all substantive info, not invent. Use
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. No job title heading. No metadata like Job ID. Remove boilerplate.
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. 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 Waterford Lakes branch, you'll be at the heart of that mission. This role is more than just opening accounts or processing transactions; you will be helping members take meaningful steps toward financial freedom. Whether someone is building savings, improving their credit, purchasing a home, paying off debt, or planning for the future, you'll play an important role in helping them achieve their goals. You'll combine traditional banking expertise with a consultative approach focused on education, empowerment, and long-term relationships. By understanding each member's unique situation, you will help uncover opportunities, provide guidance, and deliver solutions that move them closer to financial freedom."
Then "Grow as a Financial Freedom Coach At FAIRWINDS, we invest in your development beyond traditional banking skills. Through our Financial Freedom development course, you'll gain valuable knowledge and tools that help members build healthier financial futures while expanding your own professional expertise. 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, etc."
Then "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."
Then "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."
Then "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"
Then "This is more than your next job. It’s your next step in changing lives; starting with your own!"
Then "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 produce sections: maybe "About the role" (intro), "Responsibilities" (Your Role in Our Mission), "Requirements" (What Makes You a Great Fit), "Benefits" (A Culture Of Care And Reward), maybe "Qualifications" could be same as Requirements? But we should not duplicate. The instruction: Use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections with real specific content.
We have content for About the role (intro + maybe Grow as a Financial Freedom Coach). Responsibilities (Your Role in Our Mission). Requirements (What Makes You a Great Fit). Benefits (A Culture Of Care And Reward). Possibly Skills could be extracted from Requirements but we can combine. Pay and Schedule not present (no specific pay or schedule). So we omit those.
We need to preserve all substantive info, not invent. Use - for any list of duties/requirements/benefits. We have lists: In "Grow as a Financial Freedom Coach" there is a list: 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
These are concatenated without punctuation; we need to split into list items. The text: "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". Likely each phrase separated by missing space? Actually there is no space between "certificationLearn". We'll need to infer items: "Receive Financial Freedom Coach training and certification", "Learn milestone-based financial coaching techniques", "Develop expertise in budgeting, savings, debt reduction, and financial wellness", "Strengthen advisory skills while making a meaningful impact on members' lives". We'll make list.
Responsibilities list: many items separated by periods? Actually they are sentences but we can treat each as duty. We'll split by sentences.
Responsibilities 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 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'll put each as
- .
Requirements list: "What Makes You a Great Fit" bullet-like sentences:
- 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.
We'll list.
Benefits list: "A Culture Of Care And Reward" sentences:
- 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'll list.
We also have introductory paragraphs before sections: maybe combine into About the role.
We need to output only HTML fragment, no /. Use
headings.
Structure:
About the role
... intro paragraphs ...
Maybe also include the "Grow as a Financial Freedom Coach" as part of About the role or separate section? Could be part of About the role. We'll include after intro.
Thus:
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. 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 Waterford Lakes branch, you'll be at the heart of that mission. This role is more than just opening accounts or processing transactions; you will be helping members take meaningful steps toward financial freedom. Whether someone is building savings, improving their credit, purchasing a home, paying off debt, or planning for the future, you'll play an important role in helping them achieve their goals. You'll combine traditional banking expertise with a consultative approach focused on education, empowerment, and long-term relationships. By understanding each member's unique situation, you will help uncover opportunities, provide guidance, and deliver solutions that move them closer to financial freedom.
Grow as a Financial Freedom Coach At FAIRWINDS, we invest in your development beyond traditional banking skills. Through our Financial Freedom development course, you'll gain valuable knowledge and tools that help members build healthier financial futures while expanding your own professional expertise. As part of your development journey, you'll have opportunities to:
- Receive Financial Freedom Coach training and certification
- Learn milestone-based financial coaching techniques
- Develop expertise in budgeting, savings, debt reduction, and financial wellness
- Strengthen advisory skills while making a meaningful impact on members' lives
Then Responsibilities:
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 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
headings.
Structure:
About the role
... intro paragraphs ...
Maybe also include the "Grow as a Financial Freedom Coach" as part of About the role or separate section? Could be part of About the role. We'll include after intro. Thus: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. 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 Waterford Lakes branch, you'll be at the heart of that mission. This role is more than just opening accounts or processing transactions; you will be helping members take meaningful steps toward financial freedom. Whether someone is building savings, improving their credit, purchasing a home, paying off debt, or planning for the future, you'll play an important role in helping them achieve their goals. You'll combine traditional banking expertise with a consultative approach focused on education, empowerment, and long-term relationships. By understanding each member's unique situation, you will help uncover opportunities, provide guidance, and deliver solutions that move them closer to financial freedom.
Grow as a Financial Freedom Coach At FAIRWINDS, we invest in your development beyond traditional banking skills. Through our Financial Freedom development course, you'll gain valuable knowledge and tools that help members build healthier financial futures while expanding your own professional expertise. As part of your development journey, you'll have opportunities to:
- Receive Financial Freedom Coach training and certification
- Learn milestone-based financial coaching techniques
- Develop expertise in budgeting, savings, debt reduction, and financial wellness
- Strengthen advisory skills while making a meaningful impact on members' lives
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 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