Treasury Management Sales Intern
On-siteNo visa sponsorship
Core
Support client onboarding, sales operations, and treasury management within the Commercial Banking division.
Role type
Treasury Management Sales Intern
Builds
Client accounts and sales operational processes
Domain
Commercial Banking / Treasury Management
Deliverable
client delivery
Required skills
Client onboarding, Salesforce data entry, process mapping, client service, regulatory compliance awareness
Responsibilities
Assist with onboarding new client accounts and managing signer changes, Respond to internal and external requests professionally, Support the development of process maps and Rules of Engagement, Input and track sales team activities in Salesforce, Handle general client service requests including account maintenance, Collaborate with specialty deposit groups to understand client needs