Intern
Kirtland Federal Credit Union•Albuquerque, NM
•Onsite
About The Position
Working at Kirtland CU is more than a job-it's a career, and one in the financial world! We pride ourselves on helping our employees learn, grow, and advance in any direction they choose. We offer a highly competitive salary, great benefits package and an energetic, vibrant work environment. We are currently seeking a Member Experience Specialist to join Kirtland Credit Union! This is a regular, full-time, 100% On-Site position based at our Tierra Vista in Albuquerque.
Requirements
- Actively enrolled in a full-time academic program at an accredited college or University required.
- One year of work or volunteer experience recommended.
- Strong emphasis on learning and responding to direction
- Ability to communicate effectively
- Organized and understand process & workflow
- Attention to detail
- Works well independently and on teams
- Able to meet deadlines
Responsibilities
- Join in all Kirtland Financial Services (KFS) duties to support the KFS team in delivering high-quality client service and wealth management. This role provides exposure to financial planning, investment strategies, client relationship management, and operational processes within the KFS team.
- Participate in team meetings, training sessions, and client calls (as appropriate)
- Perform administrative duties such as scheduling meetings, organizing files, and updating systems
- Collaborate with team members to ensure timely execution of client requests, communications and transactions
- Maintain accurate and organized client records within CRM systems
- Respond to internal requests and support day-to-day team operations
- Assist with account onboarding, operational processes and marketing support
- Assist in preparing financial plans, investment proposals, and client presentations
- Create charts, reports, and summaries for client meetings and internal use
- Monitor market news and provide summaries of relevant economic and investment developments
- Conduct research on equities, fixed income investments, mutual funds, ETFs, and market trends
- Support portfolio monitoring, including performance tracking and reporting
- Uphold strict confidentiality and comply with all regulatory and firm policies
- Assumes responsibility for related duties as required or assigned
- Completes special requests and projects for KFS as assigned
- Ensures work area is clean, secure, and well maintained
- Other duties as assigned
Benefits
- Medical, Dental and Vision Insurance
- 401(k) Retirement savings program
- 401 (k) employer match
- Paid time off with accrual starting from day one.
- 11 Paid holidays off during the year!
- Tuition Reimbursement for College Degrees
- Employee Clothing Advance
- Fitness Reimbursement Program
- Employer paid Life Insurance
- Employee Assistance Program
- Employer paid Short- and Long-Term Disability Insurance
- Travel Assistance Program
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What This Job Offers
Job Type
Full-time
Career Level
Intern
Education Level
Associate degree
