Branch Ambassador - Port Charlotte - Murdock

    • Job Tracking ID: 512439-647764
    • Job Location: Port Charlotte, FL
    • Job Level: Any
    • Level of Education: Any
    • Job Type: Full-Time/Regular
    • Date Updated: September 05, 2018
    • Years of Experience: Not Applicable
    • Starting Date: ASAP
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Job Description:

  • The Branch Ambassador oversees and sets the positive tone for the customer experience at the branch for members, prospective members and all visitors. The required outcome for this role is to not only meet, but to exceed the needs and expectations of each visitor so they are excited to be members and ready to recommend Achieva to others. The Branch Ambassador creates this connection by focusing on the first impression at the entrance, guiding the person through their visit, connecting them to the people and services that they need and by ensuring a pleasant exit. The Branch Ambassador handles a variety of member services including and not limited to entering member service requests in accordance with branch operating standards, providing related materials, assisting frontline staff when needed, and ensuring that anyone waiting is attended to and updated during their wait. The Branch Ambassador participates in annual training as required for BSA and the Privacy Act to ensure we are delivering the highest standards in our credit union experience. The Branch Ambassador must be very customer focused, self-motivated and a team player.

PEOPLE:

  • Maintain courteous and timely service to members and co-workers.
  • Represent the credit union in a courteous and professional manner.
  • Listen and ask questions to determine what each person needs.
  • Support the Branch team.

SYSTEMS:

  • Provide professional, accurate, and timely processing of member requests.
  • Create and manage queue lines if more than one person arrives at the same time.
  • Offer alternative solutions to waiting such as making an appointment with a Member Service
  • Advisor using Outlook Calendar.
  • Alert teammates that members are waiting and what they need.
  • Provide professional and courteous communication to promote synergy between members and departments.
  • Competent in the computer and software systems required to check visitors in, alert employees of their needs and find Achieva information for guests and members.

ENVIRONMENT: oversee, update and ongoing light cleaning of the following areas:

  • Member coffee station - neat, clean, and well stocked.
  • Member waiting area is neat and clean.
  • Member Computer Station is operational and assists members when needed.
  • Teller queuing area is neat and clean.
  • Front Door is clean, accessible and inviting

PRODUCT

  • Knows the core Achieva products well enough to answer basic questions.
  • Knows the top ten most asked questions about Achieva.
  • Knows and shares the Achieva story, history and difference.
  • Perform other essential job functions as required or assigned.

Experience and Skills:

High School Diploma or Equivalent. 1-2 years proven track record of impeccable customer service interaction & results. Microsoft Outlook, common office equipment and Windows based PC are required.