Branch Specialist 5 EC

AAA • North Hills, PA

9d

About The Position

The Branch Specialist greets members by phone and in person, determines the service they need, provides requested services, or directs them to the appropriate area. The role delivers high-level customer service in accordance with the Club’s Quality Assurance Standards and may provide notary and DMV license transactions and services. The Branch Specialist resolves problems and assists with administrative functions when the manager is absent.

The position handles membership, insurance, travel, and retail transactions; maintains accurate cash records and reports; and supports branch operations by mentoring and training junior employees, assisting with timekeeping and scheduling, and providing performance feedback to the manager. Occasional travel to off-site business meetings or conferences is required.

Requirements

• High school diploma or GED.
• Four to six years of experience as a Branch Specialist 3 and/or 4, or related experience.
• Solid computer literacy and data input skills.
• Ability to effectively coach and mentor others.
• Proficiency in the state DMV licensing system.
• Ability to work quickly and handle multiple tasks or assignments daily.
• Obtain and maintain a valid notary license, as required.

Nice To Haves

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

Responsibilities

• Greet members by phone and in person, determine the service needed, provide it or direct members to the appropriate area, and deliver service according to the Club’s Quality Assurance Standards.
• Provide vehicle registration services in states offering DMV 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, and offer automatic renewal.
• Process insurance payments and offer automatic renewal.
• Issue passport photos and International Driving Permits (IDPs).
• Process Travel Money transactions and sell merchandise and attraction tickets.
• Balance and reconcile the cash drawer and prepare daily deposits.
• Ensure completion of daily, weekly, and monthly reports.
• Perform notary services in accordance with National Notary Association and Club procedures.
• Identify cross-sell opportunities based on members’ product needs and service.
• Mentor and ensure training of junior employees; assist with branch employee timekeeping and scheduling.
• Provide the manager with performance feedback to support performance reviews and assessment of training needs.
• Resolve problems and assist with administrative functions when the manager is absent.

Benefits

• Medical, dental, and vision health coverage.
• 401(k) savings plan with company match.
• Tuition assistance.
• Floating holidays and paid time off 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: Mid Level
• Education Level: High school or GED