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Investment Services Intern

AT Consumers Credit Union
Consumers Credit Union

Investment Services Intern

Kalamazoo, MI

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.

Client-provided location(s): 5815 Gull Rd, Kalamazoo, MI 49048, USA
Job ID: o0hHufwc
Employment Type: Intern