Intern - Retail Services

Job Summary

This Retail Intern will support branch operations on multiple campuses. The intern will work closely with our Student Orientation team to identify, analyze, and implement process improvements that enhance the overall efficiency and effectiveness of each orientation session.  This role offers a unique opportunity to gain hands-on experience in process improvement while making a meaningful impact on the student experience.

The 10-week internship program begins June 2, 2025 through August 8, 2025.

About UFCU

Our Credit Union was founded in 1936 and has grown to serve members throughout Texas and beyond. At UFCU, we are more than just a financial institution, and our people are more than just employees. We are dedicated to our purpose of empowering our Members to achieve financial success and build brighter futures.

In pursuit of our aspiration that UFCU is loved by millions of Members and built to thrive for generations, we are guided by our values:

Purposefully Member-Obsessed

We are driven by a profound sense of empathy to deeply understand our Members’ needs and preferences, what brighter futures means to them, and the obstacles in their way. We act in our Members’ best interests, forever seeking to empower their financial success.

Possibilities Reimagined

We are inspired to courageously experiment, learn, and iterate in pursuit of positive impact for our Members, UFCU, and coworkers. We challenge assumptions, embrace diverse perspectives, and make use of data and insights.

Performance Excellence Rooted in Unwavering Integrity

We do the right thing, always. We champion teamwork, accountability, continuous improvement, and celebrate successful outcomes of others, fostering an inclusive environment of excellence and collaboration.

Essential Functions

Review Production Goals:

• Analyze weekly and monthly production goals related to new member engagement and account openings.
• Monitor progress and identify gaps or inefficiencies.

Track Orientation Engagement:

• Identify the number of new orientees reached through UFCU engagement efforts each week.
• Develop a system to monitor and improve the success of student outreach during orientations.

Develop and Implement a Follow-Up Process:

• Create a structured follow-up process for new members post-orientation.
• Adjust and refine the process based on feedback and performance data.
• Track response rates and engagement levels.

Generate and Manage Surveys:

• Design and distribute surveys to capture member feedback on the onboarding and orientation experience.
• Track survey completion rates and analyze feedback for process improvement.

Collaborate with Management:

• Work closely with the branch manager to identify opportunities for increased efficiency and effectiveness.
• Build trust within the team to gain buy-in for process improvements.

Account Tracking and Reporting:

• Maintain accurate records of member engagement, follow-up success, and account openings.
• Submit a detailed end-of-week report summarizing challenges, changes made, successes, and support needed.
• Propose actionable improvements for the upcoming week.

Lead Generation and Member Journey:

• Develop strategies to improve lead generation during student orientations and campus events.
• Optimize the new member journey from engagement at orientation through account opening and follow-up.
• Identify touchpoints to ensure a seamless experience, including receiving Bobcat Debit Cards and accessing financial resources

Knowledge/Skills/Abilities

• Collaborate with the Student Orientation team to understand current processes, workflows, and challenges.
• Conduct data analysis and process mapping to identify areas for improvement in staffing and operational efficiencies.
• Assist in the development and implementation of process improvement initiatives, including creating and updating process documentation.
• Monitor and evaluate the effectiveness of implemented improvements, making recommendations for further enhancements.
• Support the planning and coordination of orientation events, ensuring that staffing and logistical arrangements are optimized.
• Gather and analyze feedback from students, staff, and other stakeholders to inform continuous improvement efforts.
• Present findings and recommendations to team members and leadership.

Competencies

• Adaptability
• Building Member Loyalty
• Building Partnerships
• Communication
• Emotional Intelligence
• Focus on Results

Experience

Minimum Requirements

• High School Diploma or equivalent
• Currently enrolled as a full-time student with accredited college or universities
• Excellent communication and interpersonal skills, with the ability to collaborate effectively with diverse teams.
• Strong analytical and problem-solving skills with the ability to identify inefficiencies and propose solutions.
• Familiarity with process improvement methodologies (e.g., Lean, Six Sigma) is a plus.
• Detail-oriented, organized, and able to manage multiple tasks simultaneously.
• Must be bondable

Motivational Fit

Organizational Fit

• Core Values
• UFCU Mission
• UFCU Vision
• 7 Credit Union Principles

Things You Need to Know Before You Apply

Physical Demands

The physical demands described are representative of those that must be met by an employee, with or without accommodation, in order to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Frequent

• While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle or feel; reach with hands and arms; and talk or hear.
• Specific vision abilities required by this job include close vision, distance vision, peripheral vision and ability to adjust focus.
• Employee will make extensive use of the telephone or virtual communications platforms requiring the ability to effectively and accurately explain complex information.

Work Environment

The work environment characteristics described are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• This position is required to frequently work at UFCU Plaza in Austin, Texas.
• May involve periodic stressful conditions.
• May occasionally require an adjusted work schedule, overtime, and evening/weekend hours.
• May occasionally move from one work location/branch to another.
• Public contact position, requiring appropriate professional appearance.
• Frequent computer use at a workstation up to two hours at a time.
• The noise level in the work environment is usually quiet.

INDUFCU