Financial Services Intern

Our Core Values

The credit union is a values-driven organization. Our Core Values are at the center of everything we do and are the driving force behind our mission: We help people and communities prosper.

1. Everyone Counts - We promote a diverse and fair workplace to better serve our Members, Team Members and Communities, fostering an environment of transparency, trust, and respect.

2. Innovate Boldly – We dream big, challenge the status quo, move with agility, and embrace data-driven decisions. We listen and continuously make the impossible possible.

3. Embrace the Fun! – We take joy in our work by welcoming kindness, integrity, and authenticity.

4. Own It – Valley Strong is ours to grow. We hold ourselves accountable to doing our best work every day and are empowered to do what’s right.

Position Summary

Department

The Financial Services Intern will build career-ready skills in communication, problem-solving, and professionalism while gaining hands-on experience in a collaborative environment. This role partners with cross-functional teams across the organization to support key initiatives and contribute meaningfully to daily operations. The intern will play an active role in delivering exceptional member experiences, with opportunities to shadow various departments and broaden their industry knowledge.

Essential Duties

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Assist with daily operational tasks and administrative support within assigned departments.

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Participate in team meetings to observe workflows, decision‑making processes, and departmental priorities.

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Conduct basic research, data entry, and documentation to support ongoing projects.

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Assist with reporting, tracking metrics, and preparing presentations or summaries as needed.

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Provide excellent service to internal teams and, when applicable, members.

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Adhere to organization policies, confidentiality expectations, and regulatory guidelines.

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Learn about the organizations operations, financial products, member service standards, and the cooperative model.

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Support frontline teams with member inquiries, account maintenance, and transactions (observational only where required).

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Learn how to identify member needs and offer appropriate products or services.

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Assist with branch reporting, lobby engagement, and service‑related projects.

• Performs other duties as assigned.

Supervisory Responsibilities

Supervisory Responsibilities

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N/A

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Education

Min/Preferred

Education Level

Description

Minimum

High School or GED

Experience

Minimum Years of Experience

Comments

0

Internship

Language Skills

Ability to read and comprehend instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to Members and other Team Members at the organization.

Mathematical Skills

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute dividends and interest.

Reasoning Ability

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written or oral form.

Physical Demands

The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Other Skills and Abilities

Must be able to process transactions in an efficient manner. Must be able to communicate policies and procedures to Members in an easily understood and professional manner.

Must comply with all Bank Secrecy Act (BSA) and other Anti-Money Laundering (AML) laws and regulations, as they pertain to federal guidelines and internal policies and procedures.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, skills, or working conditions.