What are the responsibilities and job description for the Intern - Treasury Management Solutions Clerk position at Fremont Bank?
Title: Intern - Treasury Management Solutions Clerk
Location: Livermore, CA
Hiring salary: $20.00 per hour
Fremont Bank founded in 1964, is one of the oldest independently owned banks in the Bay Area and is one of the top-rated mid-tier banks in the nation. Voted a Top Workplace for 2024 and for the past fourteen consecutive years, Fremont Bank has an immediate opening for an Intern – Treasury Management Solutions Clerk in Livermore, CA.
Intern Overview Program
Fremont Bank offers students an exciting insider’s view of Fremont Bank’s operations and provides an opportunity to explore the many career opportunities within the bank. Our Summer Internship program is designed to develop future financial leaders and enhance academic learning. The Fremont Bank Intern program is aimed at fostering and ensuring equal opportunity.
Department Overview
The Treasury Management Solutions Clerk is responsible for the development of new treasury management business and expanding existing relationships by directing sales efforts. We aspire to deliver consistently high quality and responsive service to customers and prospects.
Position Overview
The Intern will work closely with the Treasury Management Solutions Direct, TMS Team, and Financial Banking Center partners. In this role there will be various task/projects not limited to the following:
Assist with day-to-day duties which consist of
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:
Location: Livermore, CA
Hiring salary: $20.00 per hour
Fremont Bank founded in 1964, is one of the oldest independently owned banks in the Bay Area and is one of the top-rated mid-tier banks in the nation. Voted a Top Workplace for 2024 and for the past fourteen consecutive years, Fremont Bank has an immediate opening for an Intern – Treasury Management Solutions Clerk in Livermore, CA.
Intern Overview Program
Fremont Bank offers students an exciting insider’s view of Fremont Bank’s operations and provides an opportunity to explore the many career opportunities within the bank. Our Summer Internship program is designed to develop future financial leaders and enhance academic learning. The Fremont Bank Intern program is aimed at fostering and ensuring equal opportunity.
Department Overview
The Treasury Management Solutions Clerk is responsible for the development of new treasury management business and expanding existing relationships by directing sales efforts. We aspire to deliver consistently high quality and responsive service to customers and prospects.
Position Overview
The Intern will work closely with the Treasury Management Solutions Direct, TMS Team, and Financial Banking Center partners. In this role there will be various task/projects not limited to the following:
- Introduction to the Treasury Management team & partners
- Introduction to Treasury Management/Cash Management
- Attention detail, follow up and task management experience
Assist with day-to-day duties which consist of
- Monitoring the TMS email box – review to understand the need & assign to TMS team
- Create In-Take forms on Treasury Management deals for the Director to review
- Assist with preparation research for canvassing/cold calls (Vertical IQ, Navigator, Google)
- Attending department team meetings
- Learning opportunity from the TMS team on deals in-play/pipeline/projects/roundtables regarding Promo’s, solution updates and business unit needs
- Customer Service Skills
- Excel, Word, Outlook, Microsoft Teams
- Business Management/administration acumen
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
- Intern will be assigned projects and tasks which will be monitored during their 1 on 1
- Opportunity to work with and gather feedback with TMS team and partners on task completed
- Growth, knowledge and sharing from the Intern and TMS team during our meetings and email updates
- Gain knowledge in Treasury Management – Solutions, Sales and processes
- Gain efficient ways to manage time and task
- Gain understanding of programs used such as Navigator, CRM EnAct, Vertical IQ and more
- Gain Tracking, reporting knowledge and presentation skills
Salary : $20
