College Savings Intern

Union Bank & Trust Career•Lincoln, NE

About The Position

UBT is seeking an intelligent, driven, service-oriented intern interested in learning the 529 College Savings industry and providing excellent customer service to prospects, clients, and advisors. This semester-long internship offers foundational experience in customer service, basic investments, taxes, banking software, and college savings programs and vehicles. The internship runs from 11/09/2026 through 05/14/2027 and is scheduled for 20 hours per week, with flexible hours Monday through Friday between 7:00 AM and 6:00 PM. The program may be extended for up to two semesters, or may lead to a permanent position after the internship.

Requirements

High school diploma.
Currently pursuing a college degree in a related field.
Willingness to learn in a fast-paced environment.
Ability to work independently and exercise good judgment.
Proficiency in Microsoft Word and Excel and experience working with other financial software.
Commitment to a semester-long internship program.

Nice To Haves

Accuracy and attention to detail.
Effective verbal and written communication that supports Union Bank’s customer service philosophy.
Positive, people-focused approach.
Organization and time efficiency.
Self-direction and initiative.
Ability to meet deadlines.
Critical-thinking skills.

Responsibilities

Assist investors with phone inquiries and explain investment options, market performance, account information, and 529 tax and estate-planning rules and regulations.
Receive and process account transactions accurately and promptly, including contributions, withdrawals, and investment changes, in accordance with applicable Federal and State laws.
Clearly explain Federal and State tax laws applicable to the seven 529 Plans, including potential deductions and credits, penalties for non-qualified withdrawals, Federal exceptions, gift tax and accelerated gifting, and rollovers into Roth IRAs.
Participate in product-knowledge and customer-service training to maintain familiarity with 529 updates and processing procedures.
Identify and evaluate potential risks to client accounts and take steps to protect accounts against fraud, theft, and security breaches.
Prioritize and manage daily tasks, workflows, and projects; ensure timely completion and regularly report progress and status to leadership.
Follow applicable bank policies, laws, and regulations; complete compliance training and adhere to internal processes and controls.
Report compliance issues and violations of law or regulations according to bank policies.
Maintain regular and reliable attendance.
Perform other job-related duties or special projects as assigned.