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