Financial Services Intern

Valley Strong Credit Union•Bakersfield, CA

About The Position

The Financial Services Intern will build career-ready skills in communication, problem-solving, and professionalism while gaining hands-on experience in a collaborative environment. This role partners with cross-functional teams across the organization to support key initiatives and contribute meaningfully to daily operations. The intern will play an active role in delivering exceptional member experiences, with opportunities to shadow various departments and broaden their industry knowledge.

Requirements

High School or GED
0 years of Internship experience
Ability to read and comprehend instructions, short correspondence, and memos.
Ability to write simple correspondence.
Ability to effectively present information in one-on-one and small group situations to Members and other Team Members at the organization.
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
Ability to compute dividends and interest.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Ability to interpret a variety of instructions furnished in written or oral form.
Must be able to process transactions in an efficient manner.
Must be able to communicate policies and procedures to Members in an easily understood and professional manner.
Must comply with all Bank Secrecy Act (BSA) and other Anti-Money Laundering (AML) laws and regulations, as they pertain to federal guidelines and internal policies and procedures.

Responsibilities

Assist with daily operational tasks and administrative support within assigned departments.
Participate in team meetings to observe workflows, decision‑making processes, and departmental priorities.
Conduct basic research, data entry, and documentation to support ongoing projects.
Assist with reporting, tracking metrics, and preparing presentations or summaries as needed.
Provide excellent service to internal teams and, when applicable, members.
Adhere to organization policies, confidentiality expectations, and regulatory guidelines.
Learn about the organizations operations, financial products, member service standards, and the cooperative model.
Support frontline teams with member inquiries, account maintenance, and transactions (observational only where required).
Learn how to identify member needs and offer appropriate products or services.
Assist with branch reporting, lobby engagement, and service‑related projects.
Performs other duties as assigned.