Business Relationship Intern

Summary: ICCU is offering a structured, 10-week summer internship program designed to provide hands-on exposure to their business banking model and member relationship strategy. The intern will support the Business Relationship team in delivering high-quality member experiences and gain foundational skills in sales and relationship management. Responsibilities: - 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 - 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 - 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 - 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 Required 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 Required Skills: Business Banking Products, Sales Framework, Operational Processes, Business Account Setup, ACH Origination, Remote Deposit Capture, Merchant Services, Online Banking, Relationship Development