Financial Services Intern
Job Summary:
This position is located in La Crosse, Wisconsin. Applicants must currently reside in the La Crosse area in order to be considered, as internships require year-round availability while attending school full time. This is an anticipated 1-year assignment with the possibility to continue until graduation. We are committed to supporting interns in developing skills while in role and having intentional discussions about conversion to full time opportunities after graduation.
Hours are flexible, but students must be able to work 20 hours/week during the school year and 40 hours/week during summer and breaks. Workdays are flexible to accommodate student schedules within normal business hours.
Responsibilities:
- Develop a broad understanding of the values, beliefs, and processes required within the financial services organization and with Trane customers and sales offices.
- Provide phone support by handling incoming calls on a variety of items from Trane sales offices and Trane customers.
- Make small dollar and larger dollar collection calls on outstanding accounts receivables.
- Complete assigned auditing tasks
- Reconcile customer accounts by applying customer payments, processing account maintenance requests, and working with internal and external customers as needed to collect information.
- Email invoice copies and account summaries to customers.
- Develop basic knowledge of risk assessment and receivable quality in the construction industry.
- Interact with internal and external customers, which requires varying forms of communication.
- Create, develop and implement processes throughout the internship to ensure department efficiency
- Completion of legal documents
- Provide training for new interns and new hires
- Develop and present on department best practices
- Apply customer payments timely
Qualifications:
- Full-time student status in a 4-year program with a business major required. Senior status may be considered in 2- or 4-year institution.
- Must be PC literate and proficient with MS Word and Excel.
- Must be detail conscious, responsible, dependable, and able to work well in a team environment.
- Must possess excellent interpersonal skills with the ability to interact and build relationships with team personnel, Trane commercial offices, business units, and all Trane customers.
- Ability to effectively communicate decisions.
- Basic math skills required.
Salary Information: Base Pay Range: $16.00/hr
Disclaimer – This base pay range is based on US national averages. Actual base pay could be a result of function, class year, and geographic location where the work is performed.
We offer competitive compensation and comprehensive benefits and programs. We are an equal opportunity employer; all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, pregnancy, age, marital status, disability, status as a protected veteran, or any legally protected status.