Banking/Retail Service Intern

Job DetailsJob Location: 290 North Retail Center - HOUSTON, TX 77040Job Description   Banking/Retail Service Under direct supervision of the SVP of Retail Services, assist the Retail Services department with financial product sales, service, and business development. This position provides exposure to multiple areas in both front-office and back-office roles. Candidates will gain valuable experience working with teams that help produce revenue, community awareness, and industry-leading service excellence for the organization and its members. WEEK ONE: ON-BOARDING PROCESS The Credit Union Orientation Discuss project assignments, expectations, and performance management process. Review the Intern Reference Sheet (what you should and shouldn't do on the job) Introduction to the team, other departments, leaders Important contact numbers Security information Building access credentials Set up system passwords and access codes per company and Website Learn equipment – telephone, copier, computer The credit union's mission statement The credit union's model The credit union business plan Review the job description  Weeks Two - eight    Answering member service calls Recording call results in the core system Processing Teller transactions Balancing checks and cash drawer Uncovering loan opportunities Cross-selling ancillary products Presenting product suggestions based on member needs Weeks Nine - sixteen Building community financial awareness Prospecting for new employer relationships Reporting key metrics Evaluating team sales and service performance Structuring and facilitating retail operations meeting component   Qualifications