Year-Round Intern - CX

OCCChicago, IL
Hybrid

About The Position

This year-round intern position is for a student actively enrolled in an undergraduate or graduate program, seeking to gain real-world experience in financial services. The intern will work up to 20 hours per week during the school year and up to 40 hours per week during the summer, with a maximum of 1,000 hours total. The role is based in a hybrid work environment, requiring at least 3 days per week in the OCC office, with Tuesdays and Wednesdays as anchor days. The intern will be embedded within the ETS UX/CX team, supporting user research, journey mapping, listening post infrastructure, and UX research and design activities. This is a hands-on role with real ownership, focused on contributing to meaningful projects and developing skills in customer experience strategy and design.

Requirements

  • Rising senior or second-year graduate student, graduating December 2027 or May/August 2028.
  • Actively pursuing a degree in Human-Computer Interaction, UX Design, Information Science, Psychology, Business, Marketing, Communications, or a related field.
  • Coursework or project experience in user research, service design, human-centered design, or customer experience is strongly preferred.
  • Familiarity with digital whiteboarding or design collaboration tools such as Miro, Mural, FigJam, or Figma
  • Basic proficiency in Excel or Google Sheets for data organization, survey analysis, or reporting
  • Exposure to survey design or data collection tools (Microsoft Forms, Google Forms, Qualtrics, or SurveyMonkey)
  • Exposure to user research tools (Hotjar, Optimal Workshop, etc.)
  • Familiarity with journey mapping, personas, or other UX/CX research artifacts through coursework or project work
  • Basic experience with project or task management tools (Jira, Trello, Asana, or similar) is a plus
  • Familiarity with presentation tools (PowerPoint) for communicating research findings
  • Experience with qualitative research and facilitation.
  • Demonstrated interest in human-centered design principles, with the ability to apply empathy-based thinking to research and problem-solving
  • The ability to synthesize findings and present them clearly
  • Organized and detail-oriented, able to track multiple tasks and maintain documentation accurately
  • Collaborative working style with a genuine interest in how people interact with technology
  • Intellectual curiosity about IT systems, enterprise tools, and internal service delivery

Nice To Haves

  • Master's Degree student preferred
  • Portfolio, coursework samples, or class projects that demonstrate research, design, or analysis work are strongly encouraged in the application

Responsibilities

  • Assist in planning and conducting user interviews and surveys with internal employees to understand their experience with ETS services and tools.
  • Help synthesize findings into affinity diagrams, experience summaries, and personas.
  • Participate in and support the facilitation of journey mapping workshops.
  • Contribute to the documentation and refinement of current-state journey maps and service blueprints.
  • Help deploy and monitor feedback instruments across ETS touchpoints (Help Desk, onboarding, self-service).
  • Track response rates, flag data quality issues, and summarize emerging themes on a regular cadence.
  • Assist with pulling and organizing CX data, updating dashboard visualizations, and preparing summaries for team and stakeholder review.
  • Support UX research activities including usability testing, navigation testing, heuristic review, or design feedback sessions related to internal tools and employee-facing interfaces.
  • Maintain Jira backlog items tied to CX improvement work, document meeting outcomes, and keep project artifacts organized and current.

Benefits

  • Paid sick leave accrued based on hours worked (for interns/seasonal interns)
  • Discretionary bonus (for all employees)
  • Substantial benefits package (as noted on www.theocc.com/careers)
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