University of Iowa Community Credit Union

  • Wealth Management Intern

    Wealth Management
    Employment Classification
  • Position Summary

    UICCU’s internship opportunity will immerse you into UICCU’s fun and fast paced environment! As a valuable member of our team, you will provide direct support to your assigned team by owning the outcome for a variety of projects. We want your internship to be educational, meaningful, and exciting! As an intern, you will gain a better understanding of the roles in your department and be well prepared for work in the financial industry in the future. You will also have opportunities to work with UICCU members, other departments, and staff.



    Practice Management & Compliance Initiatives

    • Work closely with our Operations Team and Director of Operations to improve the efficiency and effectiveness of our Client Relationship Management (CRM) data system
    • Assist with departmental compliance initiatives and audit preparation projects
    • Play a supporting role in the implementation of practice management and client service projects.
    • Participate in a minimum of one community service event. 

    Interns will also have the opportunity to interact with our Wealth Advisors in order to gain a more comprehensive knowledge of the Wealth Management profession. Interns will learn valuable perspectives on both the business of personal wealth management as well as the basics of financial planning and client recommendations.


    Pay Range: $12.00 - $14.00


    Essential Duties and Responsibilities

    Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change:


    1. Adheres to the Credit Union's core values in serving with truth, trust, mentoring, openness, risk-taking, communication, giving credit, integrity, caring, and respect in carrying out the UICCU's mission and vision.
    2. Demonstrates a positive member service (internal and external) focus at all times, greeting members and guests with a smile and eye contact immediately upon their arrival.  Consistent usage of the members name during contact and always thanking them for their business.
    3. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.
    4. Ensures confidentiality of member information.
    5. Assists with planning, coordination and execution of department events as directed by the appropriate staff member.
    6. Provides a variety of administrative and clerical support regarding respective departmental and organizational projects and tasks.
    7. Interacts with both internal and external UICCU parties including, but not limited to, fellow employees, department leaders, members, and vendors in the pursuit of departmental and organizational objectives.
    8. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events on an annual basis.
    9. Performs any other duties as may be required to meet Credit Union objectives.
    10. This job description does not list all the job duties.  Intern may be asked to perform other duties by the staff or supervisor.  Intern will be evaluated on performance of the projects listed as well as interaction with employees and clients.  Work hours and project specifics will be negotiated with each candidate. 

    Job Requirements/Expectations

    1. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. Job will require a non-traditional workweek with extra hours including evening and/or weekend duties.
    2. Must be a current student in good academic standing.
    3. Enthusiasm about knowledge acquisition and learning.
    4. Good oral communication skills and the ability to produce written communication.
    5. Ability to follow oral and written instructions.
    6. Good telephone manners and techniques.
    7. Ability to use and understand written material.
    8. Ability to work with minimal direction and exercise sound judgment.
    9. Ability to perform basic math calculations.
    10. Strong analytical, oral, and written communication skills.
    11. Proficiency with related computer applications, spreadsheets, word processing, and database applications.
    12. Must be an undergraduate student entering their junior or senior year, prior to the commencement of the internship.
    13. Must be bondable.  

    Reporting Relationship

    Reports to Department Leaders as assigned.

    Supervisory Responsibilities

    This position is not responsible for the supervision of other employees.

    Equal Opportunity Employment Statement

    The UICCU is an EEO/AA Employer. M/F/Veteran/Disability. We strongly encourage minorities, veterans, and individuals with disabilities to apply for openings with the credit union.


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