Business Relationship Intern

Program Overview

The Business Relationship Internship is a structured, 10-week summer program designed to provide hands-on exposure to ICCU's business banking model, sales approach, and member relationship strategy. The intern will be embedded with the External Business Relationship Officer (BRO) team and supported by a dedicated mentor to guide development, provide coaching, and ensure alignment with team priorities. This role blends learning and contribution; providing meaningful development for the intern while supporting internal operations, member relationships, and business development efforts.

Primary Function

Support the Business Relationship team in delivering a consistent, high-quality member experience by assisting with business account setup and maintenance, product support, operational processes, and early-stage sales activities. The intern will gain exposure to key business services including ACH Origination, Remote Deposit Capture, Merchant Services, and online banking, while developing foundational sales, relationship-building, and problem-solving skills.

Key Responsibilities

Member & Operational Support

• Assist with business service setup, including ACH Origination, Remote Deposit Capture, wires, and online banking
• Support member and branch inquiries related to business accounts, documentation, and system configuration
• Assist with new account audits and follow-up on exceptions in partnership with branches
• Help ensure accuracy of account setup, documentation, and fee application

Sales & Relationship Support

• Support External BROs with prospect research, business profiling, and pipeline preparation
• Assist with preparation of business proposals and relationship materials
• Participate in outreach preparation, tracking, and follow-up activities supporting member retention efforts
• Gain exposure to discovery conversations, relationship development, and networking opportunities

Training, Process Improvement & Insights

• Review procedures, job aids, and training materials to identify clarity gaps or inefficiencies
• Provide a new-user perspective to support process improvement and consistency across teams
• Assist with updates to policies, procedures, and training documentation
• Observe workflows and identify opportunities for efficiency or simplification

Learning & Development Participation

• Actively participate in structured training, including:
• ICCU culture, strategy, and talent philosophy
• Sales and service framework (rapport, discovery, recommendation, close)
• Business products and solutions (feature benefit impact)
• Shadow BROs, Treasury Management, Merchant Services, and other partner teams
• Participate in member visits, outreach, and real-world application opportunities with mentor guidance
• Complete assigned deliverables, including product summaries, prospect profiles, and a final capstone project

Qualifications

• Currently pursuing a Bachelor's degree (Business, Marketing, Finance, or related field preferred)
• Strong interest in business banking, sales, and relationship management
• Ability to manage multiple tasks and prioritize effectively in a fast-paced environment
• Strong communication and interpersonal skills
• Demonstrates curiosity, initiative, and willingness to learn
• Ability to build relationships and interact professionally with members and internal partners

Performance Standards

• Demonstrates professionalism, accountability, and attention to detail
• Actively engages in learning, feedback, and development opportunities
• Contributes positively to team environment and member experience
• Maintains accuracy, quality, and timeliness of work
• Upholds ICCU policies, including compliance with the Bank Secrecy Act and USA PATRIOT Act

Program Outcomes

• Demonstrates foundational understanding of business banking products and services
• Contributes to team efforts in retention, outreach, and operational support
• Provides insight into process improvements or training clarity gaps
• Successfully completes program deliverables, including capstone presentation
• Builds professional skills in communication, relationship development, and problem-solving

The above statements reflect the general details considered necessary to describe the essential functions of the job and should not be construed as a detailed description of all the work requirements that may be inherent of the job.

Must be eligible for membership at ICCU to obtain employment.

ICCU is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, age, disability, protected veteran status or other characteristics protected by law.