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 2022 and for the past twelve 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 Department 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 Director, 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
Role and Responsibilities
• Assist with day-to-day duties which consist of Monitoring the Treasury Management Solutions MS 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)
• Attend department team meetings
• Observe from the Treasury Management Solutions team on deals in-play/pipeline/projects/roundtables regarding Promo’s, solution updates and business unit needs
Minimum Qualifications
• Customer Service Skills
• Excel, Word, Outlook, Microsoft Teams
• Business Management/administration acumen
Eligibility and Requirements
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:
A Candidate should express interest in working in a related field that supports financial services, after graduation
Candidates should be in good academic standing with a GPA of 3.
0 or higher
Candidates 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, team work 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
What to Expect
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
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