Financial Wellness Intern

About the Position

Utilizing market research and data analysis, this individual will help the Credit Union understand the use of existing Financial Wellness offerings and aid in the research for new offerings. This includes providing key insight and making recommendations for growth of financial wellness programs and offerings.

Normal Day-to-Day Work

1. Collect, study, understand and report data from internal and external sources to gain insight to current and potential members’ behaviors specific to personal money management.
2. Transform data into information to identify and report trends and evaluate effectiveness of financial wellness programs, resources and marketing campaigns.
3. Build and manage various spreadsheets, templates, databases, reporting tools and dashboards to communicate trends to management team.
4. Analyze data for online money management resource to determine member behavior, usage, engagement and identify year over year/month over month trends in these specific areas to help provide insight for marketing opportunities.
5. Complete the reporting of month end numbers for the department each month by using data collected from various sources and compiling it into the Monthly Report spreadsheet.
6. Research potential product, service and program opportunities and/ or feature enhancements to further drive financial capability among members and local government units.

Job Qualifications

Here are a few skills you MUST have to be considered for this position.

1. Currently working towards a bachelor’s degree in finance, Economics, Business, or related field of study.
2. Strong verbal, written and interpersonal communication skills.
3. Ability to function in a commercial business office environment and utilize standard office equipment including but not limited to: PC, copier, telephone, etc.
4. Ability to lift a minimum of 25 lbs. (file boxes, computer printer).
5. Travel required sometimes

THIS IS A PAID INTERNSHIP, RUNNING FROM MAY 18 – AUGUST 7. ALL CANDIDATES MUST BE ABLE TO WORK ON SITE IN RALEIGH, NC

About the LGFCU Culture

As an intern with LGFCU you will gain hands on experience in your desired field of study while collaborating with like-minded colleagues. In addition, you will also have an opportunity to participate in a variety of hands-on workshops that will help you create a foundation for success in your future endeavors.

If you are working here, or considering working here, you should know a little something about the LGFCU culture. We are a workplace that highly values the contributions of a diverse group of people. We believe if we put our heads and hands together, we can accomplish amazing feats for our members. To this end, we recruit bright, energetic and talented people to be members of our team. In return, we offer a dynamic work place that presents opportunities for advancement and learning new skills. We really believe that when our employees succeed, members win.

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If you have questions about this position description, please feel welcome to ask.  You can reach our HR at:

LGFCU Human Resources

3600 Wake Forest Road

Raleigh, NC 27609

careers@lgfcu.org

Required Skills Required Experience

ABILITIES

• Oral Comprehension - The ability to listen to and understand information and ideas presented through spoken words and sentences.
• Written Comprehension - The ability to read and understand information and ideas presented in writing.
• Oral Expression - The ability to communicate information and ideas in speaking so others will understand.
• Written Expression - The ability to communicate information and ideas in writing so others will understand. 
• Speech Clarity - The ability to speak clearly so others can understand you.
• Ability to operate powered industrial equipment
• Ability to adapt to a changing environment
• Strong leadership capabilities and ability to work effectively with others toward common goals.
• Manages one’s own time and the time of others
• Uses logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
• Considers the relative costs and benefits of potential actions to choose the most appropriate one.

PHYSICAL REQUIREMENTS:

• Ability to lift up to 65 pounds without injury or harm.
• Ability to push and pull up to 65 lbs. in weight.
• Excessive walking and prolonged standing.
• Repetitive reaching, lifting, pulling and pushing.
• Repetitive kneeling, stooping, bending, and squatting.
• Able to climb stairs.
• Forceful gripping, grasping, and twisting