3 часа назад
Treasury Management Sales Intern
20 - 22$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Treasury Management Sales Intern (Commercial Banking/Fintech): Supporting client onboarding, sales operations, treasury management, and client service activities in a technology-driven banking environment with an accent on account maintenance, Salesforce tracking, and process documentation. Focus on managing signer changes, developing sales procedures, responding within service-level agreements, and contributing to strategic projects across Commercial Banking and Treasury Management.
Location: HQ - San Diego, CA, United States
Salary: $20.00–$22.00 per hour
Company
provides digital financial tools and services for individuals, small businesses, and companies.
What you will do
- Support onboarding for new client accounts and manage signer changes.
- Respond to internal and external requests professionally within 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.
- Participate in strategic and operational projects across Commercial Banking and Treasury Management.
- Handle account maintenance, user support, and general client service requests while collaborating with specialty deposit groups.
Requirements
- Interest in banking processes, regulatory frameworks, treasury management, and client service.
- Ability to work in a fast-paced, technology-driven banking environment.
- Professional communication skills for handling internal and external requests.
- Ability to work onsite at the San Diego headquarters.
- Successful completion of a credit check, criminal background check, and pre-employment drug screening, including marijuana screening.
Culture & Benefits
- Participation in a 12-week summer internship program with a capstone project.
- Sessions with business leaders, financial literacy training, and Corporate Finance Institute courses.
- Sick leave and a 401(k) retirement savings plan with employer matching.
- Access to self-directed trading, executive networking, and an onsite gym.
- Volunteer day and proximity to UTC for San Diego interns.
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