Universal Banker - Waterford Lakes

About the role

As a Member Service Specialist at FAIRWINDS Credit Union's Waterford Lakes branch, you'll play a crucial role in helping members achieve financial freedom. Your primary responsibilities include handling teller and platform transactions, opening new accounts, recommending relevant products and services, and generating loan opportunities.

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

• Demonstrated success in a member-facing role.
• Previous banking experience required.
• Previous lending experience in a financial institution required.

Qualifications

• 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.

Skills

• Strong interpersonal and communication skills.
• Ability to work independently and as part of a team.
• Knowledge of financial products and services.
• Proficiency in Microsoft Office and other relevant software.

Benefits

• 11 paid holidays and generous paid time off.
• 6% 401(k) match.
• $700 annual contribution to your Health Savings Account.
• Comprehensive medical, dental, vision, disability, and life insurance.
• Lifetime access to FAIRWINDS Credit Union.
• Leadership development, tuition assistance, and advancement opportunities.
• Rewards for financial wellness through the Debt Free Club and Dave Ramsey’s SmartDollar program.

Pay

Compensation is commensurate with experience.

Schedule

Hours are flexible to accommodate your needs.

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!

About FAIRWINDS Credit Union

FAIRWINDS Credit Union is an Equal Opportunity Employer.