Collegiate Internship - Financial Advisor

Suncoast Credit Union • Fort Myers, FL

269d • $20

About The Position

Suncoast Credit Union is offering a Collegiate Internship Program! The 10-week paid internship features an educational and skills-based curriculum designed to foster strong leadership qualities, goal development, and professional networking. This hands-on program provides college students with the opportunity to work in a department alongside Suncoast Credit Union employees. Interns will receive competitive pay, a dedicated mentor, and a multitude of professional development opportunities.

Requirements

• Currently pursuing a bachelor's in Finance or a related field
• Ability to work part-time or full-time hybrid in Ft. Myers, FL
• Must be able to maintain a high level of confidentiality regarding member information
• Good verbal and written communication skills
• Accurate, detail-oriented, and organized with task management
• Good analytical and problem-solving skills

Responsibilities

• Help grow and retain an advisory, brokerage, and insurance book of business
• Help own the member client experience by efficiently handling sales and service, identifying sales and executing opportunities, making referrals to internal business partners, and delivering holistic solutions to enhance member relationships
• Help acquire, expand, and maintain member client relationships through business development and networking
• Help grow member client loyalty and share of wallet through an exceptional member client experience supporting the credit union's core values

Benefits

• Competitive pay
• Dedicated mentor
• Professional development opportunities

What This Job Offers

• Career Level: Intern
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree