Administrator, AA Credit Union Deposits and Statements (Ft Worth, TX, US)

Location: AAFCU Headquarters (DFW-AACU) 
Additional Locations: None
Requisition ID: 42944 

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 auditing activity on dormant accounts, abandoned property reporting, maintaining foreign member accounts, and tax reporting.

What you'll do

• Reviews activity on all dormant accounts to insure correct procedures are being followed and conducts follow up with the MSRs as needed to complete this activity correctly
• Delivers monthly statement samples to the Statement Team to review for accuracy and compliance requirements; conducts validation of general items on statements; sends approval to our statement vendor for processing; researches any statement related issues and performs file maintenance for any statement mail code changes
• Requests data from the core for abandoned property processing for each state according to their reporting requirements and deadlines; utilizes 3rd party vendor software as processing tool to format and deliver the reports by each state’s procedures; share this information with the Outbound Outreach department who will attempt to contact these members; and close the accounts that were not activated and balance items to the general ledger prior to submitting to the states
• Processes notification letters to foreign members that need to provide us with an updated W8-BEN form; performs file maintenance on accounts as needed
  Initiates notification letters to members when the IRS has reported there is a SSN/ITIN mismatch; performs file maintenance
• Places accounts in and out of federal tax withholding based on instruction from the IRS for reasons such as underreporting
• Processes EOY Tax Reporting; reviews categories to insure we have correct data for tax reporting and provides corrected tax notices to the member and IRS as needed
• Acts as backup for monthly dividend validation process
• Conducts testing of all related products and procedures within this position
• Performs other duties, as assigned

All you'll need for success

Minimum Qualifications- Education & Prior Job Experience

• High school diploma or GED
• Must pass applicable American Airlines pre-hire compliance checks
• Must have an acceptable credit history, which will be verified
• The selected candidate will be 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

Preferred Qualifications- Education & Prior Job Experience

• ​Bachelor’s Degree in Business or Finance
• Previous banking or Credit Union experience
• Experience with Episys system

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; Level 1 Excel experience
• Ability to exercise excellent member service skills and professional telephone manner
• 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 effectively communicate with all levels both verbally and written
• Ability to work independently and with minimal supervision
• Ability to self-motivate with strong organization skills and capacity for attention to detail
• Ability to effectively prioritize work and meet deadlines
  Ability to work varying schedules, including evenings and weekends
• Ability to maintain satisfactory performance and attendance

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: 42944 

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