Intern

GENERAL PURPOSE

We are seeking an enthusiastic and motivated Intern to join our team. This internship is designed as a learning experience, with a primary focus on gaining exposure to how credit union operations function. This role will support the review of vendor relationships, invoices, and billing processes to identify cost saving opportunities, process improvements, and efficiencies under the guidance of experienced team members. 

In this role, the Intern will gain hands on exposure to financial operations, vendor management, and internal workflows, while developing analytical and problem solving skills. Additionally, the Intern will have the opportunity to work alongside and learn from multiple departments within the credit union, gaining insight into other areas of financial services such as member service, administrative operations, and community engagement. This role is structured to support professional growth while providing meaningful, real world work experience.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Uphold CCU's core values: Be the Advocate, Embrace Curiosity, and Be Compassionate. 
• Assist with reviewing vendor contracts, invoices, and recurring bills to confirm accuracy, consistency, and alignment with agreed upon terms.
• Support operational efficiency efforts by identifying trends, redundancies, and opportunities for cost savings or process improvements across vendor and expense categories.
• Compile, organize, and analyze vendor and expense data, and prepare summary reports and comparisons for leadership review.
• Collaborate with various departments to gather information related to vendor usage, services, and operational needs.
• Support audit and compliance initiatives by ensuring documentation is accurate, well organized, and aligned with internal policies and procedures.
• Help with organizing and updating marketing materials, communications, and digital assets.
• Participate in special projects by conducting research, performing analysis, and providing recommendations as needed.
• Provide member service support by assisting with member inquiries, account related tasks, and delivering a positive member experience.
• Assist with community impact and marketing efforts by helping coordinate events and related activities.
• Provide administrative support as needed, including data entry, file organization, and meeting preparation.
• Adhere to all credit union policies, procedures, and service standards while maintaining strict confidentiality of sensitive information.
• Performs other job related duties as assigned.

KNOWLEDGE, SKILL, AND ABILITY

• Proficiency in Microsoft Excel and other Microsoft Office applications.
• Basic graphic design and video creation skills (knowledge of tools like Canva or Adobe Creative Suite is a plus).
• Excellent oral and written communication skills.
• Attention to detail and organizational skills.

EDUCATION AND FORMAL TRAINING

Currently enrolled in high school and pursuing a high school diploma, or a high school diploma has been obtained.

Demonstrated interest in business, finance, accounting, or financial services through coursework, school activities, or personal interests.

EXPERIENCE

Prior work experience in a professional setting preferred. 

WORK ENVIRONMENT/PHYSICAL ACTIVITES 

WORK ENVIRONMENT:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.

PHYSICAL DEMANDS: 

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee must occasionally lift and/or move up to 25 pounds. Specific vision and hearing abilities are required by this job and include: close vision and ability to adjust focus, ability to listen closely and speak clearly. While performing the duties, the employee is regularly required to use hands to finger, handle, or feel. The employee is frequently required to sit and reach with hands and arms. The employee is occasionally required to stoop, kneel, or crouch.

ADDITIONAL INFORMATION
This position is eligible for the following benefits:

• 401k Employer Contributions & Match
• Annual Profit Sharing funded into the 401k
• Paid Sick Leave
• Company Paid Holidays
• Work-Life Balance and Flexible Work Schedules
• Cross-Training and Career Development Opportunities
• Wellness Program (Including Subscription to Calm App)
• Employee Recognition Program
• Annual Bonus Based on Company Performance

Salary : $19