Collegiate Internship - Wealth Management
Suncoast Credit Union
Collegiate Internship - Wealth Management
Suncoast Credit Union
Posted 24 days ago
Internship
Tampa, Florida
Hybrid
Smart Summary
Interns will help grow and retain an advisory, brokerage, and insurance book of business while enhancing member relationships. They will also assist in acquiring and maintaining member client relationships through business development and networking.
This internship is designed for students pursuing a bachelor's degree in Finance or a related field. The role involves assisting with growing and retaining a book of business, delivering excellent client service, and developing new client relationships. Strong communication, analytical, and organizational skills are essential.
Must Have Skills for ATS
Finance
Communication
Analytical Skills
Problem-Solving
Detail-Oriented
Organized
Task Management
Networking
Job Description
Compensation: $20.00 hourly
Dates: June 1, 2026 - August 7, 2026
Position Type: Part-time or Full-time (20 - 40 hours)
Schedule: Schedules are created on an individual basis
Location: Tampa, FL
Suncoast Credit Union is offering a Collegiate Internship Program! The 10-week paid internship features an educational and skills-based curriculum designed to foster strong leadership qualities, goal development, and professional networking. This hands-on program provides college students with the opportunity to work in a department alongside Suncoast Credit Union employees. Interns will receive competitive pay, a dedicated mentor, and a multitude of professional development opportunities.
Responsibilities
- Help grow and retain an advisory, brokerage, and insurance book of business
- Help own the member client experience by efficiently handling sales and service, identifying sales and executing opportunities, making referrals to internal business partners, and delivering holistic solutions to enhance member relationships
- Help acquire, expand, and maintain member client relationships through business development and networking
- Help grow member client loyalty and share of wallet through an exceptional member client experience supporting the credit union’s core values
Qualifications
- Currently pursuing a bachelor’s in Fiannce or a related field
- Ability to work part-time or full-time hybrid in Ft. Myers, FL
- Must be able to maintain a high level of confidentiality regarding member information
- Good verbal and written communication skills
- Accurate, detail-oriented, and organized with task management
- Good analytical and problem-solving skills
Suncoast Credit Union
Suncoast Credit Union is the largest credit union in the state of Florida, the 8th largest in the United States based on membership, and the 10th largest in the United States based on its $18.2 billion in assets. Chartered in 1934 as Hillsborough County Teachers Credit Union, Suncoast Credit Union currently operates 78 full-service branches and serves more than 1.2 million members across Florida. As a community credit union, anyone who lives, works, attends school, or worships in Suncoast Credit Union’s service area is eligible for membership. In 2021, Suncoast Credit Union’s field of membership was expanded to include public K-12 teachers, college educators, and educational support staff from all of Florida’s 67 counties. Suncoast is passionate about community support. Since its founding in 1990, the Suncoast Credit Union Foundation has raised and donated more than $44 million to organizations and initiatives that support the health, education, and emotional well-being of children in the communities that the credit union serves. For more information, visit suncoast.com.
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