Member Services Representative, AACU Deposits and Statements

Member Services Representative, AACU Deposits and Statements

Location : AAFCU Headquarters (DFW-AACU) Cities : Dallas - TX

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 within the American Airlines Federal Credit Union. The role is responsible for maintaining IRA and Share Certificate products, balancing withholding and dividend activity, ensuring accurate tax reporting in compliance with regulatory requirements, and providing related support to branches and members.

What You'll Do

• Open and process transactions on IRAs, Regular Share Certificates and IRA Share Certificates ensuring accuracy and compliance with Credit Union policies and procedures
• Perform quality control of all related posted transactions and newly opened accounts
• Review daily / monthly reports for accuracy to ensure correct end of year reporting
• Maintain strong understanding and knowledge of IRA and Share Certificate products to effectively research and resolve inquiries from CU staff or members
• Handle high volume inbound ACD calls and occasional in-person interactions with members
• Review monthly member statements to confirm accuracy of deposit products
• Create files and process payments to beneficiaries on deceased IRA / Share Certificate accounts
• Review tax reports to ensure accuracy and meet IRS / member tax reporting deadlines
• Conduct testing of departmental products and processes during system upgrades
• Assist with periodic review and updates of P&P
• Foster a culture that promotes teamwork, service excellence and relationship building within the team and across the organization
• Perform other duties as assigned
• 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.

All You'll Need for Success

Minimum Qualifications- Education & Prior Job Experience

Preferred Qualifications- Education & Prior Job Experience

Skills, Licenses & Certifications

What You'll Get

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.