Retail Banking Summer Intern Program - Financial Wellness Solutions
Core
Summer intern supporting Financial Wellness Solutions by building client bases, conducting outbound sales conversations with organizations and employees, and assisting in banking activities to help clients achieve financial goals.
Role type
Summer intern (entry-level, sales & relationship focus)
Builds
Holistic employee financial wellness solutions and client relationships
Domain
Retail Banking / Financial Wellness
Deliverable
product features
Required skills
Outbound sales, relationship building, client prospecting, presentation creation, project participation
Preferred skills
Business/Finance/Marketing/Economics background, proactive attitude, persuasive communication
Technologies
None stated
Responsibilities
Research clients and prospects, create and manage calling lists, schedule and lead client appointments, create presentations and proposals, participate in special strategic projects, engage in social learning and mentoring
Seniority
Intern (entry-level, academic status required)