Internship Financial Counsel

1 week ago

North Augusta, United States SRP Federal Credit Union Full time
Hiring Range: Minimum $ 17.25 per hour

Essential Duties and Responsibilities:

Event Coordination:
  • Fully complies with all SRP Credit Union Policies, procedures, guidelines and service standards, including but not limited to the Bank Secrecy Act, the Patriot Act, and OFAC policies.
  • Communicate effectively with guest speakers, vendors, venues and SRP Employees to ensure smooth event planning.
  • Assist in locating venues, obtaining basic information (pricing, capacity, setup requirements, amenities) and confirming logistics.
  • Manage contracts for vendors, venues, and services ensuring they are reviewed, signed by appropriate staff and uploaded to TEAMS Financial Counselor Resource Hub.
  • Coordinate catering and refreshment needs for attendees.
Event Execution:
  • Prepare event registration tables and track registered attendees
  • Assist with setup, including arrangement of materials, swag, and brochures
  • Greet attendees, network with members and guests and provide a welcoming environment.
Administrative Support:
  • Notify the Financial Counseling group or individuals involved of any changes in schedule or terms
  • Organize materials and complete data entry tasks related to events, attendee records post-event.
  • Attend department meetings, contribute to department goals and uphold service standards.
Skills and Attributes
  • Strong organizational skills with attention to detail
  • Excellent communication skills, both verbal and written
  • Kind, respectful demeanor with focus on teamwork and collaboration
  • Flexible with working hours
  • Ability to take initiative and ask questions when needed
Physical Requirements:
  • Must be in good physical condition to lift heavy boxes of swag and brochures safely
Preferred Experience
  • Experience in event planning or coordination is an added benefit
  • Familiar with basic administrative tasks and customer service

This internship provides an excellent opportunity to develop skills in event planning and coordination, communication, and financial education while making a meaningful impact in our communities.

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