Branch Specialist

null, AAA East Central•Seven Hills, OH

About The Position

The Branch Specialist greets members by phone and in person, determines the nature of service required, and either provides the requested services or directs members to the appropriate area. In locations providing DMV license services, the specialist processes transactions and resolves routine problems. The role provides a high level of customer service according to the Club's Quality Assurance Standards. The specialist may provide DMV registration services, prepare travel materials, assist with hotel and car reservations, sell and service memberships, process payments, issue passport photos and International Driving Permits, process Travel Money transactions, sell merchandise and attraction tickets, perform notary services, and identify cross-sell opportunities. The position also involves balancing and reconciling the cash drawer and preparing daily deposits. Occasional travel to off-site business meetings or conferences is required (5%).

Requirements

  • High school diploma or GED required.
  • 1–3 years of Branch Specialist 1 and/or 2 experience or related experience required.
  • Basic computer literacy and data input skills.
  • Ability to operate basic office equipment and perform basic accounting duties.
  • Ability to work quickly and handle multiple tasks or assignments daily.
  • Prior experience using a state DMV licensing system.
  • Obtain and maintain a valid notary license, as required.

Nice To Haves

  • Notary Public – National Notary Association certification within one year preferred.

Responsibilities

  • Greet members by phone and in person, determine the service they need, provide requested services, or direct them to the appropriate area.
  • In locations offering DMV license services, provide registration services, maintain current knowledge of DMV regulations, and complete transactions according to state DMV and Club procedures.
  • Prepare TripTiks®, and provide maps, tour books, and other travel-related materials.
  • Assist members with hotel and/or car reservations.
  • Promote and sell AAA memberships.
  • Process membership payments; upgrade basic memberships to higher-value options such as Plus or Premier; and offer automatic renewal.
  • Process insurance payments and offer automatic renewal.
  • Issue passport photos and IDPs.
  • Process Travel Money product transactions and sell merchandise and attraction tickets.
  • Balance and reconcile the cash drawer and prepare daily deposits.
  • Perform notary services in accordance with National Notary Association and Club procedures.
  • Identify cross-sell opportunities based on members' product needs and service.

Benefits

  • Health coverage for medical, dental, and vision.
  • 401(k) savings plan with company match.
  • 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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