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Universal Banker - Clermont

Fairwinds-Credit-Union

Clermont Branch 1380 S Grand Highway Clermont, FL 34711, USA Description

P/M 20

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 for our Clermont branch, you’ll be the first step in helping our members live financially free! You’ll take an active role in uncovering opportunities, generating loans, and connecting members to the right products and services. Your ability to balance service with smart, needs-based recommendations will directly contribute to both member success and branch performance. 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. 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. 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. 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. 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 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 This is more than your next job. It’s your next step in changing lives; starting with your own! FAIRWINDS is an Equal Opportunity Employer. Equal Opportunity Employer. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr Fairwinds-Credit-Union

Vacancy posted 3 days ago
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