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Financial Services Intern

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Trane Technologies

22d ago

  • Internship
    Full-time
    Placement Program
  • La Crosse

AI generated summary

  • You must be a full-time business major student, proficient in MS Word and Excel, detail-oriented, dependable, have strong interpersonal skills, and basic math skills.
  • You will manage accounts receivables, conduct collection calls, reconcile accounts, complete audits, and communicate with customers while developing efficiency processes and training new interns.

Requirements

  • 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.

Responsibilities

  • Develop a broad understanding of the values, beliefs, and processes required within the financial services organization and with Trane customers and sales offices.
  • 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

FAQs

What is the location of the Financial Services Intern position?

The position is located in La Crosse, Wisconsin.

What is the expected duration of the internship?

This is anticipated to be a 1-year assignment with the possibility of continuation until graduation.

What is the expected weekly work schedule during the school year?

Interns are required to work 20 hours per week during the school year.

How many hours per week are interns expected to work during the summer and breaks?

Interns are expected to work 40 hours per week during the summer and breaks.

Is the internship position flexible in terms of workdays?

Yes, workdays are flexible to accommodate student schedules within normal business hours.

What type of work schedule does this position follow?

The position has a Hybrid work schedule, with work performed onsite 3 days each week.

What are the key responsibilities of the Financial Services Intern?

Responsibilities include making collection calls, auditing tasks, reconciling customer accounts, emailing invoices, and developing department processes, among others.

What academic qualifications are required for this internship?

Applicants must be full-time students in a 4-year business program, and senior status may be considered if at a 2- or 4-year institution.

What skills are necessary for a successful candidate?

Candidates must be PC literate, proficient in MS Word and Excel, detail-oriented, responsible, dependable, and possess excellent interpersonal skills.

Is there any opportunity for full-time employment after graduation?

Yes, there will be intentional discussions about conversion to full-time opportunities after graduation.

Does the company have an equal employment opportunity policy?

Yes, the company is an equal opportunity employer and considers all qualified applicants without regard to various protected statuses.

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Trane Technologies

Global climate innovator - thinking bigger, acting bolder & taking action on climate change.

Manufacturing & Electronics
Industry
10,001+
Employees

Mission & Purpose

At Trane Technologies, we challenge possible by thinking bigger, acting bolder and taking actions that not just improve our own performance but influence global change. Our world contends with unprecedented challenges. Our future has never been more uncertain. Urbanization is dramatically reshaping our communities, our resources are more constrained that ever before, and climate change is accelerating at an astonishing rate. We believe it is time to challenge industry norms and be at our most creative every day. To get there, we’ve committed to ambitious sustainability goals and we will change the way the world heats and cools buildings and moves refrigerated food, medicines, and other perishables. Global change starts when we each have the courage to act. And when we act, we boldy go. Won’t you join us?