Member Experience Intern

Bellco Credit UnionGreenwood Village, CO
Onsite

About The Position

Thank you for your interest in Bellco Credit Union! We’re a local not-for-profit organization that has been giving back to our members, the communities we serve, and of course, our employees since 1936. Offering one of the best employee benefits packages around, Bellco is a leader in fostering, developing, and engaging staff to become expert financial-service ambassadors. You’re a part of something more at Bellco—a place you can be proud of. LOCATION: Corporate DEPARTMENT: Member Experience FUNCTION DESCRIPTION: Responsible for providing support to the Member Experience Team, potentially including but not limited to the completion of Member Experience Reporting, analyzing comment trends, identifying member friction points, CRM testing, reporting, and clean-up. ORGANIZATIONAL RELATIONSHIPS: Reports to: VP of Member Experience Supervises: None Contacts: Member Experience department, outside vendors, various internal credit union staff

Requirements

  • Must be a full-time student working toward a Bachelor’s degree in business administration with preference for analysis and member/customer experience.
  • A minimum of 2 years of college experience in a business degree program.
  • Experience using Microsoft Excel required, preference granted for intermediate or advanced skills and the ability to work with complex models and large data sets
  • Must be a detail-oriented and a flexible team player with the ability to interact professionally with all Bellco staff and outside contacts.
  • Motivated self-starter with good interpersonal skills who enjoys working with a team.
  • Ability to work independently, set personal goals and schedule to achieve those goals.
  • Strong analytical skills, with an ability to decide and take action by applying critical thought, intuition, experience, and judgment to the data available.
  • Outstanding written and verbal communication skills including the ability to present to an audience.
  • Proficient with organization, prioritization and multi-tasking effectively.
  • Must be able to follow projects through to completion, work independently, and meet strict deadlines in a fast-paced environment.
  • Ability to work well within an interdepartmental and collaborative team environment.

Nice To Haves

  • Financial services industry knowledge a plus.

Responsibilities

  • Provides a valuable and enjoyable experience to both internal customers and members during interactions.
  • Consistently suggests ways to improve the member/customer experience through improved processes and technology.
  • Support reporting needs from Member Experience survey and other feedback channels.
  • Review existing operational activities in Member Connect (Sugar) CRM for necessary edits.
  • Assist in testing of development in Member Connect (Sugar) CRM
  • Assist in maintenance and creation of reporting in Member Connect (Sugar) CRM.
  • Analyze and organize user feedback for Member Connect (Sugar) CRM.
  • Process and analyze quarterly relationship survey alerts and data.
  • Preparation of senior- and executive-level presentations
  • Management retains the discretion to add to or change the duties of the position at any time.

Benefits

  • Medical
  • Dental
  • Vision
  • 401 (k) with company match
  • Supplemental Life Insurance
  • Paid Vacation
  • Paid Sick Days
  • Paid Holidays
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