Internship Financial Counsel

 

Hiring Range: Minimum $ 17.25 per hour 

Essential Duties and Responsibilities:

Event Coordination:

• Fully complies with all SRP Credit Union Policies, procedures, guidelines and service standards, including but not limited to the Bank Secrecy Act, the Patriot Act, and OFAC policies.
• Communicate effectively with guest speakers, vendors, venues and SRP Employees to ensure smooth event planning.
• Assist in locating venues, obtaining basic information (pricing, capacity, setup requirements, amenities) and confirming logistics.
• Manage contracts for vendors, venues, and services ensuring they are reviewed, signed by appropriate staff and uploaded to TEAMS Financial Counselor Resource Hub.
• Coordinate catering and refreshment needs for attendees.

Event Execution:

• Prepare event registration tables and track registered attendees
• Assist with setup, including arrangement of materials, swag, and brochures
• Greet attendees, network with members and guests and provide a welcoming environment.

Administrative Support:

• Notify the Financial Counseling group or individuals involved of any changes in schedule or terms
• Organize materials and complete data entry tasks related to events, attendee records post-event.
• Attend department meetings, contribute to department goals and uphold service standards.

 

Skills and Attributes

• Strong organizational skills with attention to detail
• Excellent communication skills, both verbal and written
• Kind, respectful demeanor with focus on teamwork and collaboration
• Flexible with working hours
• Ability to take initiative and ask questions when needed

Physical Requirements:

• Must be in good physical condition to lift heavy boxes of swag and brochures safely

Preferred Experience

• Experience in event planning or coordination is an added benefit
• Familiar with basic administrative tasks and customer service

This internship provides an excellent opportunity to develop skills in event planning and coordination, communication, and financial education while making a meaningful impact in our communities.