Intern- Finance Rotational

Dollar BankPittsburgh, PA
Onsite

About The Position

This 6-week, shadowing-focused internship provides exposure to three core lines of business: Credit, Private Banking, and Wealth Management. The intern will spend approximately 80% of time observing day-to-day work and guided discussions with hosts, and 20% completing structured learning reflections and deliverables. Key learning areas include: underwriting basics, loan structuring, Dollar Bank loan product overview, risk mitigation practices, relationship management, sales calls and business development, and cross-department collaboration.

Requirements

  • Spend ~80% of time shadowing (meetings, workflow observation, guided walkthroughs) and ~20% on reflection, filing & document scanning, and deliverables.
  • Maintain a professional calendar, confirm meeting logistics, and communicate conflicts early.
  • Use professional communication (email etiquette, concise summaries, timely follow-ups).
  • Seek feedback weekly and demonstrate improvement.
  • All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank’s risk management program.
  • Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Nice To Haves

  • Interest in banking, finance, business, or economics; coursework in accounting/finance is helpful but not required.
  • Strong attention to detail, professionalism, and ability to handle confidential information.
  • Clear written and verbal communication skills.
  • Comfort asking questions and learning from observation.
  • Basic proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint).

Responsibilities

  • Participate in scheduled job shadowing experiences across Credit, Private Banking, and Wealth Management, arriving prepared and on time.
  • Maintain a daily learning log capturing: activities observed, key terms/processes, questions, and connections to prior rotations.
  • Follow all confidentiality and privacy requirements; do not record or retain customer-identifying information.
  • Actively engage in debriefs by asking thoughtful questions and summarizing understanding back to hosts.
  • Complete weekly deliverables (short written summaries and visual maps) and incorporate feedback.
  • Prepare and deliver a final capstone summary/presentation highlighting end-to-end client service and personal takeaways.

Benefits

  • medical
  • dental
  • vision
  • 401(k) with immediate vesting
  • generous Paid Time Off program
  • tuition reimbursement
  • wellness reimbursement for activities such as gym memberships, fitness classes, and nutrition classes
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