3 дня назад
Commercial Banking Intern (Fintech)
20 - 22$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Commercial Banking Intern (Fintech): Supporting client onboarding, sales operations, treasury management, and client service within a technology-driven banking environment with an accent on account administration, operational processes, and regulatory frameworks. Focus on managing signer changes, tracking sales activity in Salesforce, developing procedures, and contributing to strategic banking projects.
Location: San Francisco, California, United States
Salary: $20.00–$22.00 per hour
Company
is a digital-first financial institution providing technology-driven financial tools and services to individuals, small businesses, and companies.
What you will do
- Support onboarding for new commercial banking client accounts and manage signer changes.
- Respond to internal and external service requests within established service-level agreements.
- Develop process maps, procedures, and rules of engagement for sales teams.
- Record and track sales activities in Salesforce and provide operational feedback.
- Contribute to strategic and operational projects across Commercial Banking and Treasury Management.
- Handle account maintenance, user support, and general client service requests while learning client service models.
Requirements
- Bachelor’s degree.
- Entry-level candidates are welcome.
- Some experience in a financial institution is beneficial.
- Ability to work in an office environment in San Francisco.
- Offers are subject to credit, criminal background, drug screening, and federal employment eligibility verification.
Culture & Benefits
- Participation in a 12-week summer internship program.
- Capstone project, business leader sessions, financial literacy training, and Corporate Finance Institute courses.
- Volunteer day and networking opportunities with executives.
- Sick leave and a 401(k) retirement savings plan with employer matching.
- Free access to self-directed trading.
Hiring process
- Employment offers are contingent on successfully completing credit, criminal background, drug, and employment eligibility checks.
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