Operations Support Intern

Merck Sharp & Dohme FCUChalfont, PA
3d

About The Position

The Intern will assist the Accounting Department and Business Services Department with back-office functions, supporting daily operations and special projects. This role offers exposure to credit union operations, accounting principles, and lending compliance.

Requirements

  • Currently enrolled in a college or university program (Finance, Accounting, Business, or related field preferred.)
  • Strong attention to detail and organizational skills.
  • Ability to maintain confidentiality and adhere to compliance standards.
  • Proficient in Microsoft Office Suite; familiarity with financial systems is a plus.
  • Excellent communication and problem-solving skills.

Responsibilities

  • Must meet our service standards as evaluated by our internal and external members:
  • I will greet you with a prompt, friendly welcome
  • I will treat you with courtesy and respect
  • I will offer you my undivided attention
  • I will take ownership of situations and follow through
  • I will provide accurate information and helpful solutions
  • I will do all I can to improve your financial life
  • I will thank you for your business
  • Assist with processing, approving and posting wires both incoming and outgoing.
  • Assist with processing check copies, compromised accounts, wire inquiries, Automated Clearing House (ACH) inquiries, ATM disputes and official check stop payments.
  • Assist with ACH cancellations and processing
  • Assist with fixed asset and prepaid invoice project for improved efficiencies
  • Assist with employee reimbursements for medical, eyecare, tuition, travel and other expenses.
  • Provide support when needed
  • Scan and upload commercial and business loans related documents in the optical system for new loans and annual review
  • Provide clerical support to commercial/business loans and business accounts
  • Assist with converting paper commercial and business-related documents to the optical system
  • Assist with requesting supporting documents for new loans, new business accounts and loan annual reviews
  • Assist with performing quality control on new commercial/business loans and business accounts.
  • Assist with conducting initial calls to potential business loans & additional business services leads
  • Performs other related duties as assigned.
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