TDECU Credit Union is seeking a motivated and analytical Strategic Partnerships Intern to join our team for the summer of 2024. This role offers the opportunity to gain hands-on experience in community and partnership development within the financial services industry. The ideal candidate will support the Strategic Partnerships department in developing, managing, and measuring the effectiveness of brand and community partnership investments. This is an exciting opportunity to contribute to the growth of TDECU Credit Union while developing professional skills in a supportive environment.
Essential Duties and Responsibilities:
1. Assist in the evaluation of potential and existing partnership opportunities to ensure alignment with TDECU’s strategic goals.
2. Support the development and implementation of partnership strategies and initiatives.
3. Contribute to the preparation of reports and presentations on partnership performance metrics and insights.
4. Participate in the coordination of partnership events and meetings, including logistics, invitations, and follow-up communications.
5. Participate in field visits to a member or potential member locations for risk assessments and client follow up.
6. Collaborate with cross-functional teams to gather data and insights relevant to partnership decisions.
7. Gain knowledge of basic Insurance accounting principles. Learn metrics and key performance indicators for measuring success. Gain an understanding of goal identification and tracking methodologies.
8. Completes all mandatory compliance testing within the designated time frame and other compliance assignments including Office of Foreign Assets Control (OFAC), Unusual Activity Reports (UAR), and Security processes.
9. Implements processes as required by the Bank Secrecy Act and TDECU policies and procedures including but not limited to completing and submitting Currency Transaction Reports, being knowledgeable of signs of unusual financial activities, and reporting signs of unusual activity and/or completing reporting for Suspicious Activity Report as appropriate per procedure.
10. Stays abreast of changes within the credit union relating to services and procedures.
11. Actively participates in community relations activities and groups to represent the Credit Union. Actively engage with local Chambers and Economic Development organizations, monitoring news, area publications, and key websites, and conduct research into headquarters in the region for all size businesses and associations. Actively participates in community relations activities and groups to represent the Credit Union.
12. Provide administrative support to the Strategic Partnerships department as needed, including managing schedules, correspondence, and documentation.
Minimum Qualifications:
Education: Currently enrolled in pursuit of a Bachelors of Business Administration or another related degree from an accredited university. Prefer a GPA of 3.0 or higher
Prefer Junior or Senior but will consider other class levels.
Experience: Two to three years of completed course work in a related field
Knowledge, Skills, and Abilities:
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Strong MS Office skills
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Excellent written and verbal communication skills
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Good interpersonal skills and organizational skills
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Ability to interact with confidential information on a professional level
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Ability to manage multiple projects and responsibilities
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Strong team orientation and the ability to work independently with professional follow through on projects as assigned
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Adherence to REAL standards for professional dress code
Physical Demands and Work Environment:
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While performing the essential duties of this position, an employee would frequently be required to stand, walk, and sit. An employee must frequently lift and/or move up to 10 pounds and may occasionally lift and/or move up to 25 pounds to perform essential position functions.
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Specific vision abilities this position requires include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually moderate.
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Our company offers a dynamic hybrid work arrangement, which requires three days on-site, in the Sugar Land, TX office. Occasional travel to offsite career events based on business needs.
Texas Dow Employees Credit Union is an equal opportunity employer, dedicated to a policy of non-discrimination in employment on any basis including race, color, age, protected veteran status, sex, religion, disability, genetic information, national origin or other status protected by federal, state or local law. Consistent with the American Disabilities Act, applicants may request accommodations needed to participate in the application process.
Disclaimer
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.