Universal Agent - Retail Banking (Orlando Area)

Fairwinds
Winter Park, FL, United States
$25 an hour
Full-time

Welcome to FAIRWINDS Credit Union. We continue to be the one of the best companies to work for, simply because we hire the best and most passionate talent.

We are proud to promote employees from within and provide a positive work / life balance.

FAIRWINDS Credit Union is searching for a team of qualified banking professionals to facilitate branch growth. We are looking for candidates with platform and teller line experience, with strong multitasking skills and the ability to adapt to new environments.

Hourly rate starting at $25 / hr.

This position provides primary member contact for member service, accounts openings, and transactions. Can easily maneuver between MSR, new accounts, and basic lending interviewing functions.

Effectively communicates information about credit union products, services, policies, and procedures to members. Manages lobby traffic of the branch.

Responsible for new account relationships, branch membership, loan referrals, and services per member objectives for the branch.

Essential Duties / Responsibilities :

  • Provides solutions and guidance to enhance members' financial well-being based on member needs and financial goals.
  • Establishes lasting relationships with new and existing members.
  • Recommends additional services that help members become more financially secure and economically responsible. These services may include deposit accounts, lending opportunities, investment services, insurance products, and account access options.
  • Creates exceptional experiences for new member relationships through consultative listening, advising and interactions tailored to each individual circumstance.
  • Follows protocol for new member follow up to ensure 100% member satisfaction.
  • Able to successfully perform several different positions within the branch, including MSR, new accounts, and basic lending

interviewing functions. Must be exceptional at having meaningful conversations that lead to a better understanding of members' needs.

  • Must be able to coach a member to help improve their financial well-being, regardless of the member's situation.
  • Utilizes all tools and training resources to focus efforts on deepening member relationships. This can be measured through several metrics, including services per member, member profitability, new account penetration, and average balances per member, etc.
  • Assists members in resolving all service questions and concerns.
  • Successfully performs all MSR duties, staying current on all procedural updates.
  • Serves as the custodian on all negotiable instruments in the branch.
  • Follows all opening / closing procedures and security guidelines as determined by the branch management team.

In addition to 11 Federal holidays every year, we offer highly competitive benefits such as :

  • Medical, Vision, and Dental coverage
  • 401(k) Match at 6%!
  • Paid vacation and sick time that doesn't expire
  • Wellness Reimbursement - Trade in unused sick time to pay for your gym membership!
  • Tuition reimbursement
  • Life insurance

To be considered for this position, you must have the following education and experience :

  • High school diploma or GED equivalent
  • Minimum of 2 years :
  • Teller line experience
  • Platform experience
  • Referral sales experience
  • Account maintenance / servicing experience

FAIRWINDS is an Equal Opportunity Employer.

14 days ago
Related jobs
FAIRWINDS
Winter Park, Florida

FAIRWINDS Credit Union is searching for a team of qualified banking professionals to facilitate branch growth. ...

GameStop
Orlando, Florida

Your application will be considered for all locations within this district.Our passion around delighting our customers is our singular mission.We are simply obsessed with it.It’s what separates us from our competition and the reason so many people visit GameStop stores every day.The Store Manager is...

Loews Hotels & Co
Orlando, Florida

At Loews Hotels at Universal Orlando, our team members get to make a difference and have fun every day. Our world-class team brings to life the incredible, award-winning hotels located at Universal Orlando Resort. Gives callers accurate and precise directions to several locations related to hotel pr...

Marriott Vacations Worldwide
Orlando, Florida
Remote

On site training and then working from home - must live in Orlando area!. Engage guests in conversation regarding their stay, property services, and area attractions/offerings. ...

Promoted
Climate First Bank
Winter Park, Florida

Come join our team as a Universal Banker Floater to support our Central Florida branches. The Universal Banker is also responsible for the sales of. ...

Promoted
Citi Trends
Orlando, Florida

Citi Trends is looking for a dedicated Store Sales Associate to join our team at one of the largest chains in the value-priced urban apparel industry. Assists management in merchandising sales floor according to stock level. ...

Promoted
Lime Fresh Mexican Grill
Orlando, Florida

We are looking for an experienced and skilled Restaurant Server to join our team! You will be helping to create exceptional experiences for our customers during their visit.We are looking for someone who is passionate about service and loves to share that passion by going above and beyond for custom...

Promoted
Target
Orlando, Florida

Starting Hourly Rate / Salario por Hora Inicial: $15.As a Fortune 50 company with more than 400,000 team members worldwide, Target is an iconic brand and one of America's leading retailers.Working at Target means the opportunity to help all families discover the joy of everyday life.Caring for our c...

Promoted
Uniqlo Co., Ltd.
Orlando, Florida

The Sales Associate is the customer service specialist of the store. Ability to effectively maneuver around sales floor and stockroom including: repetitive bending, prolonged standing, twisting, stooping, squatting, and climbing. ...

Promoted
Vaco
FL, United States

One (1) year minimum experience working as an Administrative Assistant in a corporate office environment. This position is responsible for supporting executive management in the performance of administrative functions. Ability to perform and prioritize a variety of administrative assignments with mi...