Member Services Representative, AA Credit Union Member Care Services (Ft Worth, TX, US)

Location: AAFCU Headquarters (DFW-AACU) 
Additional Locations: None
Requisition ID: 39562 

Intro

Are you ready to explore a world of possibilities, both at work and during your time off? Join our American Airlines family, and you’ll travel the world, grow your expertise and become the best version of you. As you embark on a new journey, you’ll tackle challenges with flexibility and grace, learning new skills and advancing your career while having the time of your life. Feel free to enrich both your personal and work life and hop on board!

Why you'll love this job

• ​This job is a member of the Credit Union Team within the American Airlines Credit Union.
• ​Responsible for providing sympathetic and caring assistance to beneficiaries and surviving spouses for accounts of deceased members.

What you'll do

• ​Communicates with loved ones to ascertain how the account will be transferred or settled and offers assistance with any account transactions
• Creates a case file of detailed notes and notifies affected departments
• Assists with gathering appropriate documents and researching records
• Utilizes Episys Core System processes to settle Deceased Accounts
• Notifies and works with appropriate departments in charge of products held by deceased accounts
• Consults with Legal Department concerning questions about certain documentation or legal beneficiaries to the account
• Works closely with Deposit Programs when IRA/Share Certificates are involved
• Opens new Shares and Checking accounts for loved ones and assists with the transfer of existing deceased account numbers when applicable
• Assists Branch staff with loved ones in person
• Answers incoming ACD calls
• Works on various department projects

All you'll need for success

Minimum Qualifications- Education & Prior Job Experience

• ​High school diploma or GED

Preferred Qualifications- Education & Prior Job Experience

• ​Previous banking or Credit Union experience

Skills, Licenses & Certifications

• ​Skilled in Microsoft Office software (e.g., Word, Excel, Access, PowerPoint) gained through either work experience with the software or education and hands-on use of the software
• Knowledge of Episys System
• Ability to perform in a fast paced environment, handle multiple tasks and function as an integral part of a team
• Ability to interact professionally with all employees and members
• Ability to work independently with minimal supervision
• Ability to perform basic math calculations and analyze data
• Ability to self-motivate with strong organization skills and capacity for attention to detail
• Ability to effectively prioritize work and meet deadlines
• Ability to speak, read, and write Spanish is a plus
• Ability to sit for extended periods of time
• Ability to maintain satisfactory performance and attendance
• Must pass applicable American Airlines pre-hire compliance checks
• Must have an acceptable credit history, which will be verified
• Responsible for ensuring the security and confidentiality of all account and related information which is part of their work and for ensuring that his/her work is in compliance with all applicable laws and regulations including, but not limited to, the Bank Secrecy Act

What you'll get

Feel free to take advantage of all that American Airlines has to offer: 

• Travel Perks: Ready to explore the world? You, your family and your friends can reach 365 destinations on more than 6,800 daily flights across our global network.
• Health Benefits: On day one, you’ll have access to your health, dental, prescription and vision benefits to help you stay well. And that’s just the start, we also offer virtual doctor visits, flexible spending accounts and more. 
• Wellness Programs: We want you to be the best version of yourself – that’s why our wellness programs provide you with all the right tools, resources and support you need.
• 401(k) Program: Available upon hire and, depending on the workgroup, employer contributions to your 401(k) program are available after one year.
• Additional Benefits: Other great benefits include our Employee Assistance Program, pet insurance and discounts on hotels, cars, cruises and more

Feel Free to be yourself at American

From the team members we hire to the customers we serve, inclusion and diversity are the foundation of the dynamic workforce at American Airlines. Our 20+ Employee Business Resource Groups are focused on connecting our team members to our customers, suppliers, communities and shareholders, helping team members reach their full potential and creating an inclusive work environment to meet and exceed the needs of our diverse world.

Are you ready to feel a tremendous sense of pride and satisfaction as you do your part to keep the largest airline in the world running smoothly as we care for people on life’s journey? Feel free to be yourself at American.

Additional Locations: None
Requisition ID: 39562 

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