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Intern - Private Banking, Special Projects

  • Internship
    Full-time
    Summer Internship
  • Banking & Finance
  • Livermore

AI generated summary

  • You should be a junior/senior with a 3.0 GPA, proficient in Microsoft Office, self-motivated, organized, detail-oriented, with strong communication skills and a passion for financial services.
  • You will review and organize client files, ensure completeness of documentation, scan and update records, conduct periodic reviews, report progress, and assist with administrative tasks as needed.

Requirements

  • Proficient in Microsoft Suite, including Word and Excel
  • Self-motivated
  • Organized, with the ability to create meaningful reports
  • Only individuals possessing outstanding character, a high degree of motivation, and the willingness to learn will be selected.
  • To be considered, students must meet the following qualifications:
  • Candidate should be taking upper division courses (junior or senior year)
  • Candidate should express interest in working in a related field that supports financial services, after graduation
  • Candidate should be in good academic standing with a GPA of 3.0 or higher
  • Candidate must be returning to their campus following the program
  • Have a reliable means of transportation to and from the workplace
  • Have excellent customer services/client focus, teamwork, and collaboration
  • Ability to write and communicate effectively and have solid attention to details
  • Experience in administrative/office support and phone skills
  • Knowledgeable in using Microsoft Offices including Word, Excel (pivot tables, charts); PowerPoint, Visio and Outlook
  • Experience in research, analysis and statistical data are a plus

Responsibilities

  • Review client files to determine completeness
  • Organize client files to scan for imaging and filing in department directory
  • Periodic Reviews on TMS clients
  • Report weekly progress
  • Progress other administrative functions if workflow permits
  • Review High Net Worth client files to ensure all files are complete with profile sheet, checklist, and current business documentation
  • Updated appropriately. Scan all documents as necessary
  • Cross check items in the system matches with physical files
  • Organize electronic place in bank network and physical folders to remove all outdated documents

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.

Fremont Bank was founded 60 years ago to be a driver of long-term prosperity in our community.

Finance
Industry
501-1000
Employees
1964
Founded Year

Mission & Purpose

Fremont Bank is one of the oldest locally owned banks in the San Francisco Bay Area. It was founded in 1964 and is based in Fremont, California. We know that community banking makes a difference to our customers, our business partners, and our employees. We believe that each success in our community improves the quality of life for us all. That is why we’ve held to an unwavering commitment to providing the communities we serve with financial resources and building professional relationships second-to-none. Fremont Bank was selected as the seventh “Best Workplace in the Bay Area” in the large company category in 2018. We were also honored by the San Francisco Business Times as one of the “Top 65 Corporate Philanthropists in the Greater Bay Area"​. The Bank has made it on the coveted list, which is based on total cash contributions paid by companies to Bay Area nonprofits, every year since it entered the survey in 2003.