Top 1 Banking/retail service intern Jobs in Katy, Tx

Banking/Retail Service Intern
PRIMEWAY FEDERAL CREDIT UNION —Houston, TX
- Office
- Business development
- Internship
4d

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Banking/Retail Service Intern

PRIMEWAY FEDERAL CREDIT UNION -
Houston, TX

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Job Details

Internship
4 days ago

Qualifications

Financial sales
Financial services customer support
Sales reporting
Check cashing
Copy machines
Identifying new business opportunities
Direct client contact
Promoting bank products
Metrics Reporting
Check processing
Key Performance Indicators
Business development
Needs-based selling
Initial Contact (sales skills)
Prospecting
Business development within finance
Meeting facilitation
Phone call management
Relationship building in financial sales
Suggestive selling
Balancing end-of-day transactions
Entry level

Full Job Description

Job Description

Banking/Retail Service

Under direct supervision of the SVP of Retail Services, assist the Retail Services department with financial product sales, service, and business development. This position provides exposure to multiple areas in both front-office and back-office roles. Candidates will gain valuable experience working with teams that help produce revenue, community awareness, and industry-leading service excellence for the organization and its members.

WEEK ONE: ON-BOARDING PROCESS

The Credit Union Orientation

Discuss project assignments, expectations, and performance management process.
Review the Intern Reference Sheet (what you should and shouldn't do on the job)
Introduction to the team, other departments, leaders
Important contact numbers
Security information
Building access credentials
Set up system passwords and access codes per company and Website
Learn equipment – telephone, copier, computer
The credit union's mission statement
The credit union's model
The credit union business plan
Review the job description

Weeks Two - eight

Answering member service calls
Recording call results in the core system
Processing Teller transactions
Balancing checks and cash drawer
Uncovering loan opportunities
Cross-selling ancillary products
Presenting product suggestions based on member needs

Weeks Nine - sixteen

Building community financial awareness
Prospecting for new employer relationships
Reporting key metrics
Evaluating team sales and service performance
Structuring and facilitating retail operations meeting component

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banking/retail service intern jobs in katy, tx

Banking/Retail Service Intern

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