Financial Freedom Coach — Member Banker

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

Locations Showing 1 location Clermont Branch
1380 S Grand Highway
Clermont, FL 34711, USA
+9 more locations

• On-site
• Retail Banking
• Full-Time
• Requisition #: UNIVE
  003001

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.

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!

• Clermont Branch
• Four Corners Branch (Cagan Crossings)
• Leesburg Branch
• Apopka Branch
• Metro West Branch
• Full Sail/Winter Park Branch
• Downtown Orlando Branch

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.

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

• 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.

• 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…