Branch Operations Intern
Everwise Credit Union

Job Description:

Position Summary:

The Branch Operations Intern is responsible for supporting the Branch Operations team in daily tasks and functions. This role involves working closely with our staff to gain hands-on experience in managing membership transactions, ensuring compliance with documentation standards, processing membership requests, performing accurate data entry, and resolving member inquiries. The Branch Operations Intern will work on a specific project, collaborating closely with staff gaining knowledge about membership transaction compliance and documentation. This internship provides a comprehensive understanding of branch operations and compliance, providing an engaging and educational experience in a fast-paced work environment.



Primary Responsibilities and Duties:

• Assists in reviewing implemented processes with a focus on validating ESign Quality Assurance and signature card execution, ensuring all branch procedures are accurately followed and documents are reviewed for accuracy before approval.

• Ensure adherence to specific timelines, provide regular updates on the status of assigned project.

• Responsible for learning and utilizing the tools and systems used within Branch Operations to understand their impact on the business operations of Everwise Credit Union.

• Responsible for advancing the learning and skills for oneself to gain experience for building a resume for career advancement.

• Assumes additional responsibilities as necessary for the continued growth and advancement of the Credit Union.

Knowledge/Skills:

• Highly accurate data entry skills and detail orientated in research.

• Ability to maintain a high level of confidentiality.

• Ability to prioritize projects and day to day activities to meet individual deadlines

• Proficiency with computer systems and Microsoft Office suite (e.g., Word, Excel, Outlook).

Minimum Requirements:

• High School diploma or GED

• Currently attending a college or university and have taken intermediate level courses providing a foundational understanding of business operations, financial principles, and management practices.

Everwise is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.