Financial Education Center Intern - Northampton Monroe

POSITION DESCRIPTION: Financial Education Center Intern
REPORTS TO: Financial Education Center Business Advisor
FLSA STATUS: Nonexempt
POSITION SUMMARY: Promote and retain Pennsylvania State Employees Credit Union (PSECU) membership in the Financial Education Center, on campus and throughout the surrounding community. Educate students, family members, faculty and staff about PSECU services. Demonstrate how to use automated delivery systems. Assist in the application process for PSECU membership and/or services.
DUTIES AND ACCOUNTABILITIES - Essential for this position:
1. Forwards all completed applications to the Financial Education Center Intern Assistant Manager or Financial Education Center Business Advisor.
2. Refers all unresolved member questions or problems to the Financial Education Center Intern Assistant Manager or Financial Education Center Business Advisor.
3. Assists with the accurate monthly inventory of promotional items, applications, forms and brochures.
4. Assists with the orderly maintenance of the Financial Education Centers and ensures that Financial Education Center equipment is used for credit union business only.
5. Assists with a variety of operational procedures for the purpose of dual control.
6. Monitors the ATM to ensure availability to the campus community.
7. Adheres to the operation of PSECU's internal controls established for the Financial Education Center.
8. Complies with all established University Development procedures.
9. Staffs interest tables throughout campus to promote credit union membership, products and services.
10. Assists with membership and new services applications and checks for accuracy and completeness.
11. Assists with group presentations to university clubs and organizations, which may include weekend and evening hours.
12. Acts as a representative of PSECU by promoting credit union products and services.
13. Identifies potential groups and organizations within the campus community for membership promotions.
14. Recommends additional opportunities to expand membership to university faculty and staff.
15. Uncovers opportunities to promote the PSECU financial literacy program.
16. Participates in marketing campaigns at orientation and throughout the year.
17. Meets established membership and service goals.
18. Makes follow-up contact with new members through phone and/or email to ensure the success of the university member retention program.
19. Participates in special events which include summer orientations, move-in weekend activities, etc. to promote the value of PSECU membership to the university community. Events may include weekend, evening and summer hours.
20. Educates membership on automated services.
21. Promotes and cross-sells credit union products and services.
22. Directs members to online banking or Direct Access Call Center for account issues, account updates, financial transactions and inquiries.
23. Directs members to the website, www.psecu.com or www.college.psecu.com, when applicable.
24. Provides friendly member service to the university community by assisting applicants and helping to resolve member questions.
25. Displays professionalism at all times.
26. Adheres to business casual attire.
27. Must maintain a PSECU account in good standing. Online banking is strongly recommended, although not required.
1. Attendance - Regular and consistent attendance is required to maintain acceptable performance standards and routine duties of the position within the normal operational guidelines of the unit.
2. Confidentiality - Confidentiality and document control is essential to this position to ensure member data is secure and protected from compromise.
3. Creditworthiness - Must meet creditworthiness.
4. Bondable - Must notify Human Resources in writing of conviction involving dishonesty, breach of trust or violation of the Pennsylvania Credit Union Code (17 Pa. S. C. A. 101 et seq.) during the course of employment with PSECU.
1. Perform other duties and responsibilities as assigned.
1. Repetitive movement of hands and fingers, i.e., for typing or writing.
2. Lifting and carrying containers weighing as much as 20-30 pounds, i.e., to/from building and vehicle, to a storage area
3. Sitting for long periods of time, i.e., at a desk, in meetings.
4. Ability to reach above, at and below the waist.
5. Ability to reach above, at and below shoulder level.
6. Occasional bending, kneeling, stooping and/or squatting.
7. Visual acuity.
8. Auditory acuity.
1. This position may be advertised in the public media.
2. Appointment to this position is not subject to the terms of the Collective Bargaining Agreement.
3. Applicant may be required to complete one or more pre-employment assessments and/or testing.
4. Reasonable accommodation may be made to enable a qualified individual with a disability or disabilities to perform the essential duties and responsibilities of the job.
Minimum Experience:
Must be enrolled as a student at the University/College.
Preferred Experience:
Previous customer service experience in banking, retail environment and sales preferred.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
Please view Equal Employment Opportunity Posters provided by OFCCP here.
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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