Commercial Banking Intern

POSITION SUMMARY

Are you a junior or senior pursuing a degree in Finance, Accounting, or Business and looking to gain real-world experience in commercial banking? This internship offers a unique opportunity to build practical skills while working alongside experienced professionals in a collaborative, team-oriented environment. This role is ideal for candidates who are curious, detail-oriented, and interested in pursuing a career in banking, finance, or commercial lending. It provides a strong foundation and a potential pathway to future full-time opportunities.

RESPONSIBILITIES

• Assist in gathering, organizing, and reviewing client financial information, including financial statements and credit reports
• Perform basic financial analysis such as ratio calculations and trend reviews under guidance
• Support preparation of loan review materials and credit presentations
• Help collect, track, and organize documentation for loan files, renewals, and annual reviews
• Maintain and update financial tracking systems and internal databases
• Conduct basic company and industry research to support lending and sales efforts
• Assist with updating CRM systems and maintaining accurate client records
• Support credit monitoring activities by tracking portfolio data and identifying potential risk items
• Help compile and prepare internal reports on loan portfolio performance and trends
• Perform routine data entry and processing tasks across credit and operations systems
• Generate simple reports using Excel or internal tools
• Assist with document management, file organization, and recordkeeping (digital and physical)
• Provide general administrative support such as formatting documents, scheduling, and workflow tracking
• Contribute to process improvements and support overall team efficiency

TEAM ACCOUNTABILITIES

• Delighting my customers
• Giving my all
• Creating a great place to work
• Making improvements
• Keeping us compliant

SUPERVISION

This role does not have supervisory or other work direction responsibility over other employees.

OTHER DUTIES

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

EDUCATION, EXPERIENCE AND SKILLS