Investment Services Intern

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.

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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.