Concierge

MAX Credit Union; Montgomery (AL); On-site; USD 24,000 - 30,000; Full time

Job summary

MAX Credit Union seeks a friendly lobby greeter to welcome members and create a positive first impression. You will respond to questions, assist with basic account tasks, and refer members to the right specialist.

You will memorize member names and preferences, maintain the MyMAX Perks area, and support colleagues across departments to ensure smooth, courteous service in a fast-paced environment. This role emphasizes accuracy, professionalism, and a strong member-first mindset.

Responsibilities

• Be the primary lobby greeter, set a positive, efficient member experience.
• Memorize member names and preferences to personalize service.
• Maintain the MyMAX Perks area to reflect brand and service standards.
• Respond to inquiries about services and accounts; process stop payments and check orders; provide referrals.
• Cross-train with lobby staff and assist with account openings as needed.
• Cross-sell products based on member needs and track referrals.
• Maintain professional grooming, communication, and demeanor per policy.
• Encode ATM/debit cards and manage member records with accuracy.
• Collaborate across departments and support teammates.
• Maintain a member-first mindset.
• Uphold core values and build strong relationships.
• Complete all required training.
• Perform additional duties as assigned.

Job description

• Serves as the primary lobby greeter when all associates are assisting members, setting the tone for a positive and efficient member experience. Demonstrates poise, friendliness, and enthusiasm in all interactions.
• Actively practices name recall and service recognition, remembering members’ preferences and anticipating their needs to deliver a personalized and connected experience.
• 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 to appropriate personnel to ensure prompt resolution.
• 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 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.

Equal Opportunity Employer
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