Member Service Representative Intern

Description

• Learn about individual sales goals.
• Assist with credit union products and services.
• Identify potential referral opportunities under supervision.
• Maintain a positive attitude, provide good service and follow up to members and co-workers with guidance.
• Respond to basic member communications and inquiries in a timely manner, with supervisor support when needed.
• Learn techniques for handling difficult member situations and resolving basic member concerns.
• Shadow and assist with opening new accounts for members.
• Observe IRA account processes and transactions.
• Learn to demonstrate Online Banking and Bill Payer features to members.
• Assist with Debit cards, payroll direct deposit, and disbursement requests under supervision.
• Support the loan application process by gathering documentation and learning about loan requirements.
• Observe the loan approval process and documentation procedures.
• Learn to use the Customer Relationship Management system for basic documentation and follow-up activities.
• Develop basic knowledge of business services, accounts, and transactions.
• Observe the process of establishing business account relationships.
• Develop decision-making skills by observing and participating in guided membership interactions.

• College junior or equivalent
• Professional Presence – a polished appearance and composed demeanor that builds member confidence
• Member Focused Approach – Exceptional listening skills and genuine empathy to understand and address concerns.
• Problem-Solving Skills - Ability to solve problems in a timely manner and diffuse difficult member interactions.
• Financial Knowledge – Comprehensive understanding of business services, accounts, and transactions.
• Results Orientation – Track record of goal achievement
• Technical Proficiency - Knowledge of current technology, with the ability to easily navigate multiple software applications.

• Hands-on experience through a meaningful summer project and present your work to organizational leadership at the conclusion of the internship
• Networking opportunities with professionals and other interns
• Job shadowing experience outside of your department
• College credit eligibility
• Hands-on industry training
• Mentorship from experienced team members
• Volunteering Opportunities