American Airlines
Member Services Representative, AACU Deposits and Statements
American Airlines, Dallas, Texas, United States, 75215
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, Withholding and Dividend review.
What you'll do
?Open and process transactions on all types of IRAs, Regular Share Certificates and IRA Share Certificates
Verify all share certificate and IRA products opened in accordance with departmental procedures
Review daily work from branches for required documents and accuracy of data or posted transactions
Review daily/monthly reports for accuracy of posted transactions to ensure correct end-of-year reporting
Create reports for internal and external use
Process incoming mail
Process high volume of phone calls and occasional in-person interaction with members
Provide assistance to field staff either by phone or e-mail
Review and verify monthly dividends posted to all accounts
Review deposit products on monthly member statements for accuracy
Create files and process payments to beneficiaries on deceased IRA/Share Certificate members
Review tax reports for accuracy of information being reported to members and the IRS
Meet tax reporting deadlines for members and the IRS throughout the year
Validate and test Bonus Dividends
Conduct testing of all products and commands for system upgrades
Assist staff with periodic review of policies and procedures for required updates
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
?High school diploma or GED
Preferred Qualifications- Education & Prior Job Experience
Bachelor's degree in business or some college coursework in business
Previous banking or Credit Union experience
Experience with Episys system and knowledge of IRA/Share Certificate 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 pass applicable American Airlines and Credit Union 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.
EQUAL EMPLOYMENT OPPORTUNITY/ AFFIRMATIVE ACTION POLICY
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.
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, Withholding and Dividend review.
What you'll do
?Open and process transactions on all types of IRAs, Regular Share Certificates and IRA Share Certificates
Verify all share certificate and IRA products opened in accordance with departmental procedures
Review daily work from branches for required documents and accuracy of data or posted transactions
Review daily/monthly reports for accuracy of posted transactions to ensure correct end-of-year reporting
Create reports for internal and external use
Process incoming mail
Process high volume of phone calls and occasional in-person interaction with members
Provide assistance to field staff either by phone or e-mail
Review and verify monthly dividends posted to all accounts
Review deposit products on monthly member statements for accuracy
Create files and process payments to beneficiaries on deceased IRA/Share Certificate members
Review tax reports for accuracy of information being reported to members and the IRS
Meet tax reporting deadlines for members and the IRS throughout the year
Validate and test Bonus Dividends
Conduct testing of all products and commands for system upgrades
Assist staff with periodic review of policies and procedures for required updates
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
?High school diploma or GED
Preferred Qualifications- Education & Prior Job Experience
Bachelor's degree in business or some college coursework in business
Previous banking or Credit Union experience
Experience with Episys system and knowledge of IRA/Share Certificate 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 pass applicable American Airlines and Credit Union 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.
EQUAL EMPLOYMENT OPPORTUNITY/ AFFIRMATIVE ACTION POLICY
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.