Branch Specialist

AAA • Morgantown, WV

4d

About The Position

The Branch Specialist greets members by phone and in person, determines what service they need, and either provides that service or directs them to the appropriate area. At locations offering DMV license services, the role processes transactions and resolves routine problems. The specialist provides a high level of customer service in accordance with the Club's Quality Assurance Standards. The role also supports membership, travel, insurance, payment, merchandise, and notary services, while identifying opportunities to match members with additional products based on their needs.

Requirements

• High school diploma or GED.
• 1–3 years of Branch Specialist 1 and/or 2 experience or related experience.
• Basic computer literacy and data-entry 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 credential through the National Notary Association within one year.

Responsibilities

• Greet members by phone and in person, determine the service required, provide the service or direct members to the appropriate area, and deliver customer service according to Club Quality Assurance Standards.
• Where DMV license services are offered, 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 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED