Wealth Management Intern
Job Description
The UFCU Wealth Management Intern will work with our Wealth Management team in assisting with a variety of projects and initiatives focused on client experience, marketing, process enhancements and project management.
About UFCU
As Austin’s largest locally-owned financial institution, University Federal Credit Union is a financial institution owned by, dedicated to, and always working for our Members. Our mission at UFCU is simple: to provide for the well-being of our Members. We’re proud to focus on people — not profits. We deliver fair and honest products and outstanding service, and we work collaboratively within our organization as well as our community to help Members achieve their personal and financial goals.
The UFCU Internship program focuses on our two strategic areas of education and employment by providing a quality and cohesive internship program that will decrease the time between graduation and gainful employment. Joining the UFCU Internship program allows you to gain hands on experience, while making a great impact on our organization. We offer an environment where people care about each other – like family. If you want to love what you do, make an impact in your community, and have the power to help people change their lives – then we’re glad you’re here.
Essential Functions
Client Experience
- Assist with various client experience activities such as outreach, job shadowing with a Financial Advisor, discovery our process and tools to help our clients with their planning.
Marketing
- Assist WM Manager with various marketing initiatives such as campaigns, webinars/seminars and other marketing activities.
Branch Engagement
- Assist Financial Advisors with Branch Team trainings to focus on educating the team about opportunities for members that need our help at strengthening their financial health.
Knowledge/Skills/Abilities
- Has the self-direction to ensure that problems are resolved quickly and efficiently
- Strong organizational skills and attention to detail
- Advanced professional verbal, written, interpersonal, and active listening communication skills
- Convey information and ideas clearly and concisely to individuals or groups in an engaging manner that helps them understand and retain the message
- Actively identify new areas for learning
- Regularly create and take advantage of learning opportunities
- Use newly gained knowledge and skills on the job and learning through application
- Establishing and sustaining trusting relationships by accurately perceiving and interpreting own and others’ emotions and behavior
- Leverage insights to effectively manage own responses so that one’s behavior matches one’s values and delivers intended results
- Ability to work in a collaborative, team-oriented environment
- Develop and leverage relationships within and across work groups to achieve results
- Maintain effectiveness when experiencing major changes in work responsibilities or environment (e.g., people, processes, structure, or culture)
- Adjust effectively to change by exploring the benefits, trying new approaches, and collaborating with others to make the change successful
- Set high standards of performance for self and others
- Assume responsibility and accountability for successfully completing assignments or tasks
- Self-impose standards of excellence rather than having standards imposed
- Take prompt action to accomplish work goals
- Take action to achieve results beyond what is required
- Be proactive
Competencies
- Initiative
- Communication
- Continuous Learner
- Emotional Intelligence
- Building Partnerships
- Adaptability
- Focus on Results
Experience
Minimum Qualification
- Currently enrolled as a full-time student with one of our 6 partnered accredited college or university
- Minimum of 30 completed academic hours
- Project management experience
- Data analytics experience (including school and professional assignments)
- Customer service experience
- Proficiency in Microsoft Word, Excel, and PowerPoint
- Reliable transportation and valid driver’s license. Job may require travel to various locations throughout the Austin metro area.
- Must be bondable
Preferred Qualification
- Bachelor’s degree, with a focus on Business, Finance or Investment Management/Wealth Management
- Bilingual Spanish / English
- Experience working in a professional office environment
Things You Need to Know Before You Apply
Physical Demands
The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Regularly required to sit; use hands to finger, handle or feel; reach with hands and arms; and talk or hear.
- Specific vision abilities required include close vision, distance vision, peripheral vision and ability to adjust focus.
- Frequently required to stand and walk.
- Extensive use of the telephone requiring the ability to effectively and accurately explain complex information.
- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
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.
- This position may involve periodic stressful conditions.
- May occasionally require an adjusted work schedule, overtime, and evening/weekend hours.
- Public contact position, requiring appropriate professional appearance.
- Frequent computer use at a workstation up to two hours at a time.
- The noise level in the work environment is usually loud.