Retail banking

Universal Agent - Retail Banking (Seminole County)

Job Category : Retail Banking Requisition Number : UNIVE001657 Showing 1 location Job Details

Description

Welcome to FAIRWINDS Credit Union, a company that was built upon the simple philosophy of people helping people since 1949.

Helping our members achieve financial freedom, helping our crewmembers grow lifelong careers here, helping our local community grow and thrive. You get the idea.

We continue to be 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.

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.

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

Qualifications

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Education

Experience

Licenses & Certifications

Last updated : 2024-03-07