Concierge

MAX Credit Union•Montgomery, AL

20h

About The Position

The Concierge serves as the primary lobby greeter, setting a positive and efficient tone for member experiences. This role requires demonstrating poise, friendliness, and enthusiasm, along with actively practicing name recall and service recognition to anticipate member needs and deliver personalized service. The Concierge is responsible for maintaining the MyMAX Perks area, ensuring it is stocked, clean, and welcoming, and proactively managing the lobby's atmosphere to align with the Credit Union's brand and service standards. Additionally, the Concierge handles inquiries about services and accounts, processes stop payments and check orders, and provides referrals for prompt resolution. This role involves cross-training with lobby associates, supporting account opening, and stepping in to perform associate duties as needed to ensure seamless operations. The Concierge actively cross-sells Credit Union products and services based on member needs, tracks referrals and promotions, and contributes to sales goals. Professionalism in grooming, communication, and demeanor is expected, in line with MAX's Personnel Policy Manual. Responsibilities also include encoding ATM and debit cards, managing member-related records, collaborating across departments, upholding core values, and completing all required training.

Requirements

Demonstrates poise, friendliness, and enthusiasm in all interactions.
Actively practices name recall and service recognition.
Professionalism in grooming, communication, and demeanor in alignment with MAX's Personnel Policy Manual.
Performs all assigned responsibilities with precision and care.
Collaborates across departments, shares feedback and supports teammates.
Maintains a member first mindset.
Upholds core values and builds team member and customer relationships.
Completes all training as required.

Responsibilities

Serves as the primary lobby greeter, setting the tone for a positive and efficient member experience.
Actively practices name recall and service recognition, remembering members’ preferences and anticipating their needs.
Ensures the MyMAX Perks area is fully stocked, clean, and welcoming.
Proactively maintains the atmosphere and comfort of the lobby to reflect the Credit Union's brand and service standards.
Responds to inquiries regarding services and accounts, processes stop payments, check orders, and provides thoughtful solutions or referrals.
Cross-trains with lobby associates and supports account opening as needed.
Willingly steps in to perform associate duties or back-up functions to ensure seamless operations and consistent service.
Actively cross-sells Credit Union products and services based on member needs.
Tracks referrals and product promotions, contributing to overall sales goals and deepening member relationships.
Demonstrates professionalism in grooming, communication, and demeanor.
Performs all assigned responsibilities with precision and care, including encoding ATM and debit cards and managing member-related records and tasks.
Collaborates across departments, shares feedback and supports teammates.
Maintains a member first mindset.
Upholds core values and builds team member and customer relationships.
Completes all training as required.
Performs other duties as assigned.