Banking/Retail Service Intern

Job Description

Banking/Retail Service

Under direct supervision of the SVP of Retail Services, assist the Retail Services department with financial product sales, service, and business development. This position provides exposure to multiple areas in both front-office and back-office roles. Candidates will gain valuable experience working with teams that help produce revenue, community awareness, and industry-leading service excellence for the organization and its members.

The Credit Union Orientation

• Discuss project assignments, expectations, and performance management process.
• Review the Intern Reference Sheet (what you should and shouldn't do on the job)
• Introduction to the team, other departments, leaders
• Important contact numbers
• Security information
• Building access credentials
• Set up system passwords and access codes per company and Website
• Learn equipment – telephone, copier, computer
• The credit union's mission statement
• The credit union's model
• The credit union business plan
• Review the job description

• Answering member service calls
• Recording call results in the core system
• Processing Teller transactions
• Balancing checks and cash drawer
• Uncovering loan opportunities
• Cross-selling ancillary products
• Presenting product suggestions based on member needs

• Building community financial awareness
• Prospecting for new employer relationships
• Reporting key metrics
• Evaluating team sales and service performance
• Structuring and facilitating retail operations meeting component