About the role#
Union Bank & Trust is looking for interns to join the 529 College Savings team. This role provides a foundation in customer service, investments, and tax regulations. You will learn the mechanics of 529 plans while supporting clients and advisors. This is a paid, part-time opportunity designed to build skills for a career in finance.
What you'll do#
- Answer phone inquiries from investors about market performance and investment options.
- Explain account details and 529 tax and estate planning rules to clients.
- Process account transactions like contributions, withdrawals, and changes to investments.
- Communicate federal and state tax laws, including deductions, credits, penalties, and Roth IRA rollovers.
- Identify and evaluate risks to client accounts to prevent fraud and security breaches.
- Participate in ongoing training to stay current on product knowledge and service procedures.
- Manage daily tasks and projects while following bank policies and compliance regulations.
- Report any compliance issues or violations of law to leadership.
What you'll need#
- A high school diploma.
- Current enrollment in a college degree program, specifically in Finance, Economics, Business Administration, or Accounting.
- Proficiency in Microsoft Word, Excel, and financial software.
- Ability to work independently and exercise good judgment.
- A commitment to completing the semester-long program.
Location & details#
- Location: Lincoln, Nebraska.
- Modality: On-site.
- Term: Winter 2027 and Spring 2027.
- Schedule: 20 hours per week, Monday through Friday between 7:00 AM and 6:00 PM.
About Union Bank & Trust
Union Bank and Trust is a financial services company based in Lincoln, Nebraska. Founded in 1917, the bank remains family owned and operated. It provides personal banking, lending, and business banking services to individuals and companies. The organization employs over 1,100 people and maintains a local focus across its office locations.
How to get in at Union Bank & Trust
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