Member Services Representative, AA Credit Union Deposits and Statements (Ft Worth, TX, US)

Location: AAFCU Headquarters (DFW-AACU) 
Additional Locations: None
Requisition ID: 43242 

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 handling IRA and Share Certificate products, Abandoned Property, & Statements.

What you'll do

• ​Opens and processes transactions on all types of IRAs, Regular Share Certificates and IRA Share Certificates
• Verifies all share certificate and IRA products opened
• Reviews daily work from branches for required documents, and accuracy of data or posted transactions
• Reviews daily/monthly reports for accuracy of posted transactions to insure correct end of year reporting
• Processes incoming mail
• Processes high volume of phone calls and occasional in-person interaction with members
• Provides assistance to field staff either by phone or e-mail
• Balances Federal Withholding and Dividends posted to all accounts
• Reviews deposit products on monthly member statements for accuracy
• Creates files and processes payments to beneficiaries on deceased IRA/Share Certificate members
• Balances and updates spreadsheets for IRS withholding
• Reviews tax reports for accuracy of information being reported to members and IRS
• Meets tax reporting deadlines for members and the IRS throughout the year
• Validates and tests Bonus Dividends
• Conducts testing of all products and commands for system upgrades
• Assists staff with periodic review of P&P for required updates
• 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

All you'll need for success

Minimum Qualifications- Education & Prior Job Experience

• ​High school diploma or GED equivalency

Preferred Qualifications- Education & Prior Job Experience

• Previous banking or Credit Union experience
• Experience with Episys system and knowledge of IRA/SC processing

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
• 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 maintain satisfactory performance and attendance
• Must have an acceptable credit history which will be verified
• Must pass applicable American Airlines pre-hire compliance checks

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: 43242 

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