College Student Intern

It's fun to work in a company where people truly BELIEVE in what they're doing!

We're committed to bringing passion and customer focus to the business.

Position Summary

The Intern is responsible for providing support and coverage to various areas of the Credit Union. The intern will be offered real work experience and opportunities to interact with the departments and leaders of the organization. We foster a team atmosphere by having our interns work with current leaders and team members on particular projects and participate in social events and educational sessions with team members at various levels of the organization. Our program is based on creating a future path for students interested in the financial services industry.

Principle Duties And Responsibilities

• Willingness and ability to exhibit Wellby Core Values every day.
• Works purposefully and is driven to provide the best team member experience. Work alongside team members in various departments to develop an understanding of credit union members’ financial and personal goals and understand the importance of putting the needs first.
• Responsible for program-level activities that meet our members’ needs and are aligned with our mission.
• Responsibilities are confidential in nature, requiring advanced organizational and communication skills.
• Must be able to maintain confidentiality.
• Performs other duties as assigned.
  
  

Knowledge, Skills, And Abilities (KSA)

• Knowledge of Wellby’s organizational functions and general operating policies and procedures.
• Knowledge of personal computer, utilizing Microsoft Office Suite and other software.
• Knowledge of general office procedures and practices, business English, spelling, punctuation, and arithmetic.
• Skilled in operating computer equipment and general office machines such as personal computers, copiers, projection equipment, audio/video, Microsoft Teams, Zoom Video Communication, and adding devices.
• Ability to work with multiple software programs concurrently to complete transactions.
• Ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
• Ability to communicate clearly and concisely, orally and in writing.
• Ability to efficiently understand and follow oral and written instructions, perform routine duties without close supervision, deal effectively with the public, and establish and maintain effective working relationships with other team members.
• Ability to coordinate several concurrent activities simultaneously.
• Ability to adhere to company policies and procedures.
  
  

Supervisory Responsibilities

• Team member does not have any supervisory responsibilities.
  
  

Complexity & Scope of Work

• The team member follows Wellby’s policies, procedures, and federal and state laws and regulations in accomplishing assignments.
• The team member performs various related tasks, primarily routine but sensitive in nature.
• Nonroutine situations or conflicts are usually referred to the supervisor for resolution.
• Instructions to the team member may be general or specific in nature.
• Established procedures and/or supervisor determines courses of action.
• The team member’s work is reviewed periodically for accuracy, completion, and compliance with the policies and procedures.
• Tasks may occasionally have to be coordinated, integrated, and/or prioritized.
  
  

Physical Demands & Work Environment

• The physical demands and work environment characteristics described here represent those that a team member must meet to perform the essential functions of this position successfully. Reasonable accommodations may enable individuals with disabilities to perform essential functions.
• To perform this job successfully, the team member is frequently required to remain in a stationary position 50% of the time. Daily movements include sitting, standing, reaching, and grasping; operating computers and other office equipment; moving about the office; and attending possible onsite and offsite meetings. The team member must be able to exchange information in person, in writing, and via telephone. Some degree of stress results from contact with members, management, and other team members.
• The ability to observe details at close range (within a few feet of the observer).
• Must be able to occasionally lift items weighing up to 25 pounds across the office and load them onto shelves for various needs.
• The noise level in the work environment is usually moderate.
• Work involves the typical risks and discomforts of an office environment but is usually in an adequately cooled, heated, lighted, and ventilated area.
  
  

Minimum Qualifications

• Currently enrolled in a four-year degree program from an accredited college or university.
• Completed at least two years of undergraduate studies.
• Minimum 3.0 GPA
• Computer skills a must; proficient in Microsoft Office Suite products or related software.
• Must be able to maintain a high level of confidentiality.
• Possess the eligibility to work and remain in the US without sponsorship.
  
  

For All Candidates

• This is a full-time hourly (non-exempt) role. Candidates must be able to work full-time for the summer of May-August 2025 (40 hours/week, generally 8:00 a.m.- 5:00 p.m., 1 hour meal period Monday-Friday).
  
  

Wellby is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status, or any other legally protected characteristic. If you’d like more information about your EEO rights as an applicant under the law, click here for English / Spanish.

Wellby provides equal opportunity to qualified individuals with disabilities and disabled veterans. If you need a reasonable accommodation, please email careers@wellbyfinancial.com or call 281-226-1696 for assistance.

Disclaimer

The statements herein are intended to describe the general nature and level of work being performed by team members. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish an employment contract and are subject to change at the discretion of Wellby Financial.