Intern - Treasury Management Solutions
About The Position
Fremont Bank — one of the Bay Area’s most respected and long-standing financial institutions — is seeking a strategic, hands-on intern to join and help advance our Treasury Management Solutions team. This is a high-impact opportunity to contribute to the success of a mission-driven organization committed to excellence, community service, and strong client relationships. If you're energized by purpose-driven work, collaboration, and delivering meaningful results, we’d love to connect. Why Fremont Bank? Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years. Our foundation is built on relationships — with our clients, our associates, and our communities. We offer: A people-first culture grounded in inclusion and excellence Deep community involvement and local reinvestment A mission-driven workplace where values and performance go hand in hand The Fremont Bank Way Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service No-Compromise Approach — we help clients get to "yes" Core Values: o Go above and beyond for clients o Foster a supportive and empowering environment for associates o Deeply invest in the well-being of our local community Department Overview The Treasury Management Solutions Specialist 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 Role and Responsibilities Assist with day-to-day duties consisting 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 Minimum Qualifications Customer Service Skills Experience in Excel, Word, Outlook, Microsoft Teams Business Management/administration acumen Progress Review Weekly 1‑on‑1 meetings with the TMS Senior Director to review progress and address ongoing needs Daily interactions to ensure questions are answered and steady progression is being made TMS team huddles led by the Senior Team Specialist, providing an additional peer‑based check‑in Experience and Knowledge Development Ability to communicate with CEO, CFO of companies, learn to analyze statements for proforma's, put together presentations. Understand the bank products and how and why they're used. Put on their creativity hat to help with sales promotions, changes to products and more. Special projects will be assigned to help the bank and add to their resume. What Makes Fremont Bank Associates Thrive? Team Players who go above and beyond to support their colleagues Action-Oriented professionals who challenge the status quo and seek improvement Purpose-Driven individuals who understand and champion the bank’s community impact Equal Opportunity Employer Fremont Bank is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees, regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected classification. Note to Search Firms: Fremont Bank does not accept unsolicited resumes from search firms or agencies without a signed service agreement. Unsolicited resumes will be considered the property of Fremont Bank, and no fees will be paid.
Requirements
- Customer Service Skills
- Experience in Excel, Word, Outlook, Microsoft Teams
- Business Management/administration acumen
Responsibilities
- 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
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What This Job Offers
Career Level
Intern
Education Level
No Education Listed
