Elevate Banking Intern
About The Position
Leader Bank is seeking dedicated individuals to join its rapidly growing team. As one of the region's fastest-growing community banks and mortgage lenders, Leader Bank has experienced significant expansion since its founding in 2002. The bank now boasts $4 billion in assets, over 400 team members, 6 branch offices, and annual mortgage originations exceeding $2 billion. Leader Bank is driven by exemplary products and an innovative spirit, with a mission to prioritize clients, make them feel valued, and foster long-term relationships through continuous enhancement of products and processes. The bank also emphasizes competitive compensation and benefits, work-life balance, and an environment that promotes diversity and inclusion for its team members. The Elevate Banking Intern will play a crucial role in organizing, cleaning, and standardizing client file systems within the Elevate platform, aiming to improve operational efficiency, strengthen document management, and ensure audit readiness. This intern will collaborate with team members to align files with established protocols and enhance departmental accessibility.
Requirements
- Current college student
- Exceptional attention to detail with strong organizational skills
- Ability to manage repetitive tasks with a high degree of accuracy
- Self-motivated and able to work independently within defined processes
- Proficiency in Microsoft Office Suite (Excel, Word, Outlook)
- Strong communication and time management skills
- Interest in banking, financial services, or operations
- Process-oriented mindset with a focus on efficiency and continuous improvement
- High level of discretion when handling sensitive client information
Responsibilities
- Review, organize, and restructure Elevate client files across shared drives and systems.
- Identify and eliminate duplicate, outdated, or unnecessary documentation.
- Standardize folder structures and file naming conventions in accordance with internal guidelines.
- Ensure accurate categorization and proper placement of all client-related materials.
- Support documentation consistency and audit-readiness efforts.
- Assist with ongoing maintenance and monitoring of file organization standards.
Benefits
- Health insurance coverage
- Team member wellness program
- Life and disability insurance
- Retirement savings plan
- Paid holidays
- Paid time off and vacation
- 401k plan with corporate match
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What This Job Offers
Career Level
Intern
Education Level
No Education Listed
