Concierge

Essential Functions & Responsibilities 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.