Concierge

MAX Credit Union•Montgomery, AL

About The Position

The Concierge serves as the primary lobby greeter, setting a positive and efficient tone for member experiences. This role involves actively practicing name recall, ensuring the MyMAX Perks area is stocked and clean, and maintaining the lobby's atmosphere. The Concierge will respond to inquiries, process stop payments and check orders, and provide referrals. Additionally, this position involves cross-training with lobby associates, supporting account openings, and cross-selling Credit Union products and services. Professionalism in grooming, communication, and demeanor is expected, aligning with MAX's Personnel Policy Manual. Responsibilities also include encoding ATM and debit cards, managing member records, collaborating across departments, and upholding core values. The role requires a member-first mindset and completion of all required training.

Requirements

Demonstrates poise, friendliness, and enthusiasm in all interactions.
Ability to practice name recall and service recognition.
Ability to maintain the atmosphere and comfort of the lobby.
Ability to respond to inquiries and process transactions like stop payments and check orders.
Willingness to cross-train and support account opening.
Ability to cross-sell Credit Union products and services.
Professionalism in grooming, communication, and demeanor.
Ability to perform tasks with precision and care, including encoding ATM and debit cards and managing records.
Ability to collaborate across departments and support teammates.
Maintains a member first mindset.
Upholds core values.
Completes all training as required.

Nice To Haves

Anticipating member needs to deliver a personalized and connected experience.
Proactively maintaining the atmosphere and comfort of the lobby to reflect the Credit Union's brand and service standards.
Providing thoughtful solutions or referrals to appropriate personnel to ensure prompt resolution.
Willingly steps in to perform associate duties or back-up functions to ensure seamless operations and consistent service.
Contributing to overall sales goals and deepening member relationships.
Building team member and customer relationships.

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, and proactively maintains the atmosphere and comfort of the lobby.
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, stepping in to perform associate duties or back-up functions.
Actively cross-sells Credit Union products and services based on member needs, tracking referrals and product promotions.
Demonstrates professionalism in grooming, communication, and demeanor in alignment with MAX's Personnel Policy Manual.
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.