FAQs
What is the hiring salary for the Intern position?
The hiring salary for the Intern - Private Banking, Special Projects position is $20.00 per hour.
Where is the internship located?
The internship is located in Livermore, CA.
What qualifications must candidates meet to be considered for the internship?
Candidates must be taking upper division courses (junior or senior year), express interest in working in a related field after graduation, maintain a GPA of 3.0 or higher, and must be returning to their campus following the program.
What skills are required for this internship?
Candidates should be proficient in Microsoft Suite (including Word and Excel), self-motivated, organized, and able to create meaningful reports.
Are there weekly check-ins during the internship?
Yes, there will be weekly check-ins to review production and discuss any challenges.
What types of tasks will the intern be responsible for?
The intern will review and organize client files, conduct periodic reviews on TMS clients, report weekly progress, and assist with other administrative functions as workflow permits.
Is there a focus on customer service skills for this position?
Yes, candidates must possess excellent customer service/client focus, teamwork, and collaboration skills.
What experience is beneficial for this internship?
Experience in administrative/office support, phone skills, research, analysis, and statistical data are beneficial for this internship.
Will the intern work with high net worth client files?
Yes, the intern will review high net worth client files to ensure they are complete with necessary documentation.
Are there opportunities to learn about various aspects of banking and cash management?
Yes, the internship provides a basic understanding of business entities, appropriate filing documentation, and various aspects of bank accounts and cash management.