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Navy Federal

Largest member-owned credit union; financial services

Associate Intern - Member Associate, Navy Federal Investment Services

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Internship · Summer 2027$26.44 - $46.88 /hr

About the Job

Requirements

  • Applicants must be currently pursuing a degree from an accredited college or university and have an anticipated graduation date of December 2027 or later.
  • Currently pursuing a degree in Economics, Finance, Business, or another related degree.
  • Basic skill maintaining accuracy with attention to detail and meeting deadlines.
  • Basic skill interacting with staff, management, and members diplomatically and tactfully.
  • Project management or coordination experience.
  • Resourcefulness and critical-thinking ability.
  • Excellent written, verbal, and presentation skills.
  • Ability to work independently and in a team environment.
  • Ability to work effectively and efficiently with automated systems.
  • Experience using Microsoft Office products to create reports, data compilations, and presentations.
  • Ability to ensure confidentiality and safeguard records and information.

Responsibilities

  • Support existing team projects, contribute to process improvements, and learn the wealth-management support process concerning the financial-planning business.
  • Provide information about Navy Federal Investment Services products and services to clients and potential clients, third parties, and employees through various media channels.
  • Collaborate with team members to understand the business process of financial-services support.
  • Research reference materials to recommend and apply streamlined enhancements.
  • Shadow support team members and provide meaningful feedback on process improvements.
  • Collaborate with staff at various levels to accomplish tasks and assignments.
  • Assist leaders with data-collection and analysis projects to improve current processes.
  • Identify and track cross-project dependencies and impacts, communicate issues, and provide solutions.
  • Perform other duties as assigned.

About the Company

Navy Federal

Largest member-owned credit union; financial services

Navy Federal is a credit union that provides financial products and services to the U.S. military community, including active-duty service members, veterans, DoD employees, and their families. It operates through more than 360 branches and a nationwide presence, offering accounts, loans, mortgages, credit cards, and other banking services, with access available online and via mobile apps. As a member-owned, not-for-profit institution, it reinvests earnings to benefit members rather than outside shareholders and is insured by the NCUA. The company emphasizes serving those connected to the Armed Forces with helpful, accessible financial support and career opportunities for its staff. Its goal is to help members achieve financial well-being through comprehensive, widely available services while growing its community and assets.

Company size
10,001+
Company stage
Not listed
Total funding
Not listed
Headquarters
Vienna, Austria
Founded
1933

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