Intern at Kirtland Federal Credit Union

Albuquerque, New Mexico, United States -

Full Time

Start Date

Immediate

Expiry Date

21 Aug, 26

Salary

0.0

Posted On

23 May, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Investment Strategies, Client Relationship Management, CRM Systems, Market Research, Portfolio Monitoring, Administrative Support, Communication, Organization, Attention To Detail, Teamwork, Time Management

Industry

Banking

Description

Working at Kirtland CU is more than a job-it's a career, and one in the financial world! We pride ourselves on helping our employees learn, grow, and advance in any direction they choose. We offer a highly competitive salary, great benefits package and an energetic, vibrant work environment. We are currently seeking a Member Experience Specialist to join Kirtland Credit Union! This is a regular, full-time, 100% On-Site position based at our Tierra Vista in Albuquerque. Join the rest of our teammates and become eligible for a generous benefits package that we offer: * Medical, Dental and Vision Insurance * 401(k) Retirement savings program * 401 (k) employer match * Paid time off with accrual starting from day one. * 11 Paid holidays off during the year! * Tuition Reimbursement for College Degrees * Employee Clothing Advance * Fitness Reimbursement Program * Employer paid Life Insurance * Employee Assistance Program * Employer paid Short- and Long-Term Disability Insurance * Travel Assistance Program This is what we would like you to do: Join in all Kirtland Financial Services (KFS) duties to support the KFS team in delivering high-quality client service and wealth management. This role provides exposure to financial planning, investment strategies, client relationship management, and operational processes within the KFS team. Primary Job Duties: * KFS Operations Support * Participate in team meetings, training sessions, and client calls (as appropriate) * Perform administrative duties such as scheduling meetings, organizing files, and updating systems * Collaborate with team members to ensure timely execution of client requests, communications and transactions * Maintain accurate and organized client records within CRM systems * Respond to internal requests and support day-to-day team operations * Assist with account onboarding, operational processes and marketing support * Assist in preparing financial plans, investment proposals, and client presentations * Create charts, reports, and summaries for client meetings and internal use * Monitor market news and provide summaries of relevant economic and investment developments * Conduct research on equities, fixed income investments, mutual funds, ETFs, and market trends * Support portfolio monitoring, including performance tracking and reporting * Uphold strict confidentiality and comply with all regulatory and firm policies * Assumes responsibility for related duties as required or assigned * Completes special requests and projects for KFS as assigned * Ensures work area is clean, secure, and well maintained * Other duties as assigned Education/Certification: * Actively enrolled in a full-time academic program at an accredited college or University required. Experience Required: * One year of work or volunteer experience recommended. Required knowledge, skills and abilities: * Strong emphasis on learning and responding to direction * Ability to communicate effectively * Organized and understand process & workflow * Attention to detail * Works well independently and on teams * Able to meet deadlines To apply for this exciting opportunity, visit our careers page at www.kirtlandcu.org/careers [http://www.kirtlandfcu.org/] Kirtland Credit Union is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Responsibilities

Support the Kirtland Financial Services team in delivering high-quality client service and wealth management. Duties include operational support, preparing financial plans, conducting market research, and maintaining client records.