Member Services Representative, AACU Deposits and Statements

Join American Airlines

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!

Job Role

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.

Responsibilities

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.

Qualifications

Minimum Qualifications- Education & Prior Job Experience : High school diploma or GED, General understanding of financial institution deposit products and related member transactions, Job level to be determined by the candidate's skills, qualifications, and relevant experience. Preferred Qualifications- Education & Prior Job Experience : Previous customer service experience, Experience with Episys core processing system, Working knowledge of IRA / Share Certificate products and processes, 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, 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, verbally and in writing, with all levels of management and members, 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 pass applicable American Airlines and Credit Union pre-hire compliance checks.

Benefits

Feel free to take advantage of all that American Airlines has to offer : Travel Perks, Health Benefits, Wellness Programs, 401(k) Program, Additional Benefits.

Inclusion and Diversity

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.

Equal Employment Opportunity

American Airlines maintains a continuing policy of nondiscrimination in employment. It is our policy to provide equal opportunity and access for all persons, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or status as a disabled veteran or other protected veteran, in all phases of the employment process and in compliance with applicable federal, state, and local laws and regulations. This policy of nondiscrimination shall include, but not be limited to, the following employment decisions and practices : hiring; upgrading; promotions; demotions or transfers; layoffs; recalls; terminations; rates of pay or other forms of compensation; selection for training, including apprenticeship; and recruitment or recruitment advertising.