Personal Financial Management Intern

POSTED: March 6, 2019
START DATE: Immediate Availability

Position Summary: 

The Personal Financial Management Inter is responsible for working with Financial Counselors creating, coordinating and facilitating educational seminars and classroom presentations. The Personal Financial Intern must be creative and have the ability to present in front of groups concerning various topics of financial literacy. They would also work with members alongside the Financial Counselors with budgeting, rebuilding credit problems quickly and efficiently. 

*Employees are expected to adhere to all rules and regulations applicable to this position including but not limited to all policies and procedures pertaining to the Bank Secrecy Act. 

Duties and Responsibilities (Essential Functions): 

* Financial Literacy and Education 

* Assist the member education team in coordinating and facilitating offsite educational seminars and classroom presentations in our community schools 

* Create and write curriculum for schools and PALS camp 

* Financial Counseling and Planning 

* Gain real world experience while assisting credit counselors with counseling members on budgeting, debt consolidation and rebuilding credit 

Knowledge, Skill, and Ability Requirements: 

* Must be currently enrolled in the Financial Counseling and Planning Program through the College of Consumer and Family Sciences 

* Must be able to work approximately 20 hours/week during the school year and 40 hours/week during the summer last for a period of 12 months 

* Ability to communicate, verbally and in writing, in a professional manner when dealing with employees, members, vendors and company contacts 

* Ability to follow the core values of honesty, integrity, mutual respect, pride and ownership 

Work Environment/Physical Demands: 

* This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phone, photocopiers, filing cabinets and fax machines 

* This position requires manual dexterity, the ability to lift files and open filing cabinets 

* This position requires sitting, bending, stooping or standing as necessary 


Purdue Federal offers competitive wages including an advancement program, excellent benefits, training and development opportunities, and employee appreciation. 

It is the policy of Purdue Federal Credit Union not to discriminate against any employee or applicant for employment because of race, color, religion, age, sex, national origin, disability, marital status, genetic 

information, sexual preference, ancestry, student status, veteran status or arrest and conviction records or any other protected class not directly relevant to employment. 

Application Instructions: 

For further details or if you are interested in joining one of the “Best Places to Work in Indiana” where Honesty, Integrity, Mutual Respect, and Pride & Ownership are the core values, please complete our online application:

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