Member Services Representative, AACU Deposits and Statements

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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 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 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 20Employee 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..

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...