Branch Member Specialist

AAA•Downey, CA

About The Position

The Branch Member Specialist is the primary provider of member services within a branch. The position supports members with DMV registration and notary services, reception and check-in, travel materials and reservations, and other branch services. The specialist maintains service quality and accuracy, identifies opportunities to recommend relevant products and services, and works toward assigned cross-sell goals. The role may also include administrative and cashiering functions. The specialist must understand DMV rules and Club procedures, independently complete a variety of DMV transactions, and identify when a member’s issue requires referral to the DMV or management. The role also requires verifying that members have appropriate documentation for notarization and recommending appropriate service actions based on member requests.

Requirements

  • High school diploma or GED.
  • One to three years of customer service experience.
  • General typing skills and familiarity with Windows, Microsoft Office, Outlook, and Internet/Intranet access.
  • General knowledge of Club systems.
  • Notary Public credential through the National Notary Association within one year.

Nice To Haves

  • Moderate knowledge of Auto Club products and services, including travel counseling, publications, maps, and routing.
  • Advanced knowledge of and training in DMV rules, regulations, and procedures.
  • Moderate skill operating additional branch equipment, such as a key cutter machine and passport equipment.

Responsibilities

  • Provide DMV registration services and maintain current knowledge of DMV regulations.
  • Complete transactions according to DMV and Club policies and procedures, and independently perform a variety of DMV functions.
  • Support reception by checking in members and providing maps, tour books, and other travel-related materials.
  • Identify cross-sell opportunities, recommend relevant products and services, provide leads to other departments, and meet assigned cross-sell goals.
  • Process notary transactions according to National Notary Association and Club procedures, and maintain notary knowledge and commission.
  • Prepare TripTiks, IDPs, passport photos, and routings for members.
  • Book car and hotel reservations and domestic hotel packages, and sell Mexico insurance.
  • Perform branch administrative functions, including balancing cash drawers, posting ledgers, resolving overages and shortages, filing receipts, submitting and retaining documents, making deposits, and processing FIRM.
  • Process membership and insurance policy payments and offer automatic renewal.
  • Process changes to membership files and recommend or process membership upgrades when appropriate.
  • Handle ERS complaints, provide tip packs, and balance or reconcile cash drawers.
  • Support membership-retention initiatives, including collecting valid email addresses, acknowledging first-year members, and supporting AAA Auto Pay and Identity Theft Monitoring.
  • Process travel, automotive, and cashiering transactions efficiently and accurately.
  • Assess member documentation for notarization and recognize issues requiring referral to the DMV or management.
  • Travel occasionally to off-site business meetings or conferences.

Benefits

  • Medical, dental, and vision coverage.
  • 401(k) savings plan with company match and a pension.
  • Tuition assistance.
  • Floating holidays and PTO for community volunteer programs.
  • Paid parental leave.
  • Wellness programs.
  • Employee discounts on membership, insurance, travel, entertainment, services, and more.
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