Investment Services Intern
Description
Investment Services Intern
The Consumers Credit Union team is looking to hire a passionate Investment Services Intern to join our team. As an Intern, you will provide exceptional service to enhance member relationships and spend time getting to know about a career in your field.
Our ideal candidate has a great attitude, is genuine and passionate. You are purposeful and like to be the solution, but more importantly, you are a servant leader.
What you will do:
- Assist financial advisors with various tasks
- Maintaining relationships with members/confirming scheduled appointments
- Communicating with team members on referrals
- Submitting marketing documents into our compliance portal.
- Participate in mentor sessions, panels, and role specific training geared toward advancing your career.
- Work with a diverse team in one of the Best & Brightest Companies.
- Develop an individual development plan.
- Upholds member confidentiality.
- Follow security guidelines.
What projects you will be responsible for:
- Client trend reports
- Product research
- Marketing trend analysis
- Client appreciation events – creating, marketing, and follow through
What you'll bring to the table:
- College Junior or equivalent.
- Excellent written and verbal communication skills.
- Professional appearance, builds rapports with members, and enjoys working with people.
- Knowledge of current technology. Able to easily navigate multiple software environments.
What you didn't know about the team:
At Consumers, you're joining a team that works closely together and counts on one another. You'll find the people here enjoy an unusual high level of camaraderie.
We are committed to Equal Employment Opportunity.