Financial Services- Spring Intern

The internship program is designed to provide valuable work experience for undergraduate students considering careers in the banking industry.

PRIMARY ACCOUNTABILITIES / RESPONSIBILITIES:

Performs any function necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers.

The intern will complete the following tasks and/or work assignments as identified by the hiring manager:

1. Supports team with scanning department files into CRM system.

2. Assists staff with follow-up calls to partner companies.

3. Might provide phone coverage during staff vacations/lunches.

4. Assists with data entry projects that could arise during the internship.

5. Supports team and advisors with appointment prep and confirming appointments.

ELIGIBILITY REQUIREMENTS:

Candidate must:

• Be a student in good standing with their college.
• Maintain a GPA of 3.0 or higher.
• Have a sincere interest in learning more about the banking industry.
• Having a willingness to provide outstanding customer service in all interactions with Bank customers.
• Have successfully completed a background investigation.

INDEPENDENT ACTION:

Refers specific problems to manager where clarification of policies and procedures is needed.

COMPLIANCE:

Responsible for adhering to bank policies and procedures relating to regulatory compliance requirements applicable to the job function including but not limited to Bank Secrecy Act, Anti-Money Laundering and Fair Lending.