Universal Banker I Jobs

It’s a great time to join AAA The Auto Club Group!

JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD

Job Type:

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Universal Banker I – The Auto Club Group

What you will do:

Primary Duties and Responsibilities:

Provide outstanding, courteous and friendly service, which exceeds member expectations, while working within service standard guidelines. Ability to use a relationship-building consultative approach to determine member financial needs, in a fast-paced, high volume bank call center or branch. Operate under direct supervision while receiving instruction and guidance from management and senior level staff. Primary focus is on performing routine tasks and executing daily deliverables as directed. Develop knowledge and skills within assigned discipline. Use existing procedures to solve routine or standard problems. Provide immediate resolution to issues or refer to appropriate staff for additional assistance. Continue to grow in this learning role completing required training and taking on new assignments as the organization grows.

Communicate with customers by phone, email or online chat. When operating in a branch environment, will also communicate with the customer in person, distribute cash and complete daily branch activities such as balancing drawers and scanning documents. Handle entry-level service requests and account or product inquiries. Provide information regarding basic bank account transactions, servicing protocols and product features. Assist customers by processing core deposit and financial transactions to include, but not limited to: account set-up, closing deposit accounts, password resets, electronic funds transfers (EFT), Automated Clearing House (ACH) transactions, CD set-up, etc. Help customers with technical difficulties related to online, mobile and automated banking systems. Navigate through various sources to gather the necessary information in order to respond to customer questions and resolve issues. Make outbound calls to follow-up on applications and service requests. Follow-up with customers, Agents and internal departments to ensure that all documentation is received and in compliance with bank procedures. Provide seamless service while ensuring accurate processing in order to meet or exceed Bank customer service levels and efficiency standards. Ensure adherence to regulatory and corporate polices and requirements.

Identify opportunities to cross-sell bank products (e.g., CDs, IRA accounts, credit cards, loans) and The Auto Club Group’s membership and insurance products/services. Will have opportunities to conduct sales calls in the effort to retain existing customers and grow our trusted relationships. Refer customers to the appropriate area (i.e.: Mortgage, Auto and Consumer Lending) as necessary.

How you will benefit:

We’re looking for candidates who:

Required Qualifications

Education (include minimum education and any licensing/certifications):

Experience:

Knowledge and Skills:

Knowledge of:

Ability to:

Preferred Qualifications

Education (include minimum education and any licensing/certifications):

Experience:

Knowledge and Skills:

Work Environment

Ability to lift 50 pounds and stand and sit for long period of time. This position currently reports to a Tampa, FL office location 1 day a week. This is subject to change based on amendments and/or modifications to the ACG Flex Work policy.

Who We Are

Become a part of something bigger.

The Auto Club Group (ACG) provides membership, travel, insurance, and financial service offerings to approximately 14+ million members and customers across 14 states and 2 U.S. territories through AAA, Meemic, and Fremont brands. ACG belongs to the national AAA federation and is the second largest AAA club in North America.

By continuing to invest in more advanced technology, pursuing innovative products, and hiring a highly skilled workforce, AAA continues to build upon its heritage of providing quality service and helping our members enjoy life’s journey through insurance, travel, financial services, and roadside assistance.

And when you join our team, one of the first things you’ll notice is that same, whole-hearted, enthusiastic advocacy for each other.

We have positions available for every walk of life! AAA prides itself on creating an inclusive and welcoming environment of diverse backgrounds, experiences, and viewpoints, realizing our differences make us stronger.

To learn more about AAA The Auto Club Group visit