Branch Specialist

AAA • Independence, OH

7d

About The Position

The Branch Specialist greets members by phone and in person, determines the service they need, provides the requested service, or directs them to the appropriate area. The role delivers a high level of customer service according to the Club's Quality Assurance Standards. At locations that provide DMV license services, the specialist processes transactions and resolves routine problems while following state DMV and Club procedures.

The specialist also provides travel-related assistance, processes membership and insurance payments, sells memberships and related products, handles cash and daily deposits, and performs notary services when appropriately licensed. Occasional travel to off-site business meetings or conferences is required.

Requirements

• High school diploma or GED required.
• 1–3 years of Branch Specialist 1 and/or 2 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 on a daily basis.
• Prior experience using a state DMV licensing system.
• Obtain and maintain a valid notary license as required.

Nice To Haves

• Notary Public credential from the National Notary Association within one year preferred.

Responsibilities

• Greet members by phone and in person, determine the nature of their service needs, provide requested services, or direct them to the appropriate area.
• At locations offering DMV license services, provide registration services, maintain current knowledge of DMV regulations, complete transactions according to state DMV and Club procedures, and resolve routine problems.
• 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.

What This Job Offers

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