Wealth Management Intern in North Liberty, Iowa at GreenState Credit Union

GREENSTATE INTERNSHIPS:

GreenState Credit Union's internship opportunity will immerse you into GreenState's fun and fast paced environment! As a valuable member of our team, you will provide direct support to your assigned team by owning the outcome for a variety of projects. We want your internship to be educational, meaningful, and exciting! As an intern, you will gain a better understanding of the roles in your department and be well prepared for work in the financial industry in the future. You will also have opportunities to work with GreenState members, other departments, and staff.

The Wealth Management Intern will focus on several different areas to support the division including attending meetings, supporting Financial Advisors, Trust Officers, and Administrative Associates, maintaining the call calendar, communicating with members and clients, reviewing accounts, and assisting with various projects including GWP, Financial Planning, Grow Our Own, and Marketing.

This is a paid 12-week internship, with a wage of $15.00/hr. Program dates will be May 27th - August 15th.

GREENSTATE CULTURE:

At GreenState, we exist to create lasting value for those we serve. We do this by putting immense value into our employees, members and communities. We empower our employees to create endless opportunities, which will then impact the lives of our members and enhance the vitality of our communities.

1. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. Job will require a non-traditional workweek with extra hours including evening and/or weekend duties.
2. Must be a current student in good academic standing.
3. Enthusiasm about knowledge acquisition and learning.
4. Good oral communication skills and the ability to produce written communication.
5. Ability to follow oral and written instructions.
6. Good telephone manners and techniques.
7. Ability to use and understand written material.
8. Ability to work with minimal direction and exercise sound judgment.
9. Ability to perform basic math calculations.
10. Strong analytical, oral, and written communication skills.
11. Proficiency with related computer applications, spreadsheets, word processing, and database applications.
12. Must be an undergraduate student entering their junior or senior year, prior to the commencement of the internship.
13. Must be bondable.