Intern

CalPrivate Bank • El Segundo, CA

19d

About The Position

A commercial banking intern for relationship management and sales provides critical support to senior bankers in growing and maintaining client portfolios. This role typically focuses on market research, sales preparation, and basic financial analysis to help identify new business opportunities.

Requirements

• Strong ability to analyze data, research industries, and possess a high attention to detail for financial reporting.
• Excellent verbal and written skills are required for drafting client communications and internal presentations.
• Proficiency in Microsoft Office Suite (especially Excel and PowerPoint) is essential.
• A proactive, self-motivated attitude with the ability to work collaboratively in a fast-paced team environment.
• Enrollment in a Bachelor’s or Master’s degree program, typically as a rising junior or senior.
• A basic understanding of accounting principles and banking functions is often required.

Nice To Haves

• Familiarity with banking software or CRM tools is a plus.
• Preferred Majors: Business Administration, Finance, Accounting, Economics, or Marketing.
• Many programs require a minimum cumulative GPA of 3.0 or higher.

Responsibilities

• Assist the sales team in generating leads, identifying potential prospects through tools like LinkedIn or industry publications, and maintaining prospect lists.
• Conduct research on market trends, competitor activity, and specific client backgrounds to provide insights for investor engagement strategies.
• Help create marketing materials, introductory pitch decks, and sales proposals for prospect meetings.
• Maintain and update client information within bank systems (e.g., Salesforce, nCino) to ensure data accuracy for the relationship team.
• Observe the credit underwriting process and assist in gathering/organizing financial statements and invoices for portfolio reviews.
• Shadow senior Relationship Managers (RMs) in client meetings, pre-call planning, and internal strategy sessions.

What This Job Offers

• Career Level: Intern