Business Relationship Intern
About The Position
Program Overview The Business Relationship Internship is a structured, 10-week summer program designed to provide hands-on exposure to ICCU’s business banking model, sales approach, and member relationship strategy. The intern will be embedded with the External Business Relationship Officer (BRO) team and supported by a dedicated mentor to guide development, provide coaching, and ensure alignment with team priorities. This role blends learning and contribution; providing meaningful development for the intern while supporting internal operations, member relationships, and business development efforts. Primary Function Support the Business Relationship team in delivering a consistent, high-quality member experience by assisting with business account setup and maintenance, product support, operational processes, and early-stage sales activities. The intern will gain exposure to key business services including ACH Origination, Remote Deposit Capture, Merchant Services, and online banking, while developing foundational sales, relationship-building, and problem-solving skills.
Requirements
- Currently pursuing a Bachelor’s degree (Business, Marketing, Finance, or related field preferred)
- Strong interest in business banking, sales, and relationship management
- Ability to manage multiple tasks and prioritize effectively in a fast-paced environment
- Strong communication and interpersonal skills
- Demonstrates curiosity, initiative, and willingness to learn
- Ability to build relationships and interact professionally with members and internal partners
- Must be eligible for membership at ICCU to obtain employment.
Responsibilities
- Assist with business service setup, including ACH Origination, Remote Deposit Capture, wires, and online banking
- Support member and branch inquiries related to business accounts, documentation, and system configuration
- Assist with new account audits and follow-up on exceptions in partnership with branches
- Help ensure accuracy of account setup, documentation, and fee application
- Support External BROs with prospect research, business profiling, and pipeline preparation
- Assist with preparation of business proposals and relationship materials
- Participate in outreach preparation, tracking, and follow-up activities supporting member retention efforts
- Gain exposure to discovery conversations, relationship development, and networking opportunities
- Review procedures, job aids, and training materials to identify clarity gaps or inefficiencies
- Provide a new-user perspective to support process improvement and consistency across teams
- Assist with updates to policies, procedures, and training documentation
- Observe workflows and identify opportunities for efficiency or simplification
- Actively participate in structured training, including: ICCU culture, strategy, and talent philosophy, Sales and service framework (rapport, discovery, recommendation, close), Business products and solutions (feature → benefit → impact)
- Shadow BROs, Treasury Management, Merchant Services, and other partner teams
- Participate in member visits, outreach, and real-world application opportunities with mentor guidance
- Complete assigned deliverables, including product summaries, prospect profiles, and a final capstone project
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What This Job Offers
Job Type
Full-time
Career Level
Intern
