Investment Services Intern

Southside Bank•Fort Worth, TX

1d•Onsite

About The Position

This person serves as an intern in the Investment Services department. The intern will initiate outbound calls to clients to schedule appointments for client reviews, confirm appointments, and respond and communicate with clients regarding issues. They will handle a limited scope of client service and client account administration, prepare department reporting as needed, and resolve issues by coordinating activities and deadlines, preparing reports, and identifying solutions. The role involves processing correspondence, filing, and performing other specific duties as needed. The intern will function effectively as a team player with all facets of the organization and outside partners, utilize internal technology to maximum advantage, and ensure all Southside policies and procedures are followed. Maintaining confidentiality of all sensitive Bank information and fostering a positive and caring atmosphere for customers and employees consistent with Southside Bank’s mission, CORE Values, and Blue Book culture guide are essential. The intern will provide enthusiastic, professional, and courteous service, participate in proactive team efforts to achieve departmental and company goals, and understand and abide by established policies and procedures. Compliance with audit policies and procedures, as well as all applicable laws and regulations, including the Bank Secrecy Act (BSA) and related anti-money laundering laws, is required.

Requirements

Bachelor’s degree, or working towards obtaining a Bachelor’s degree, preferably a (B.A.) in business, finance or related area.
Prior experience in banking industry preferred.
Strong interpersonal, written and verbal skills
Ability to work in a high energy, fast-paced team environment.
Motivated, strong work ethic, and open to new ideas.
Be a self-starter with problem solving skills.
Ability to accept constructive feedback and remain professional.
Be a career-oriented individual.
Exceptional organizational, analytical and critical thinking capabilities
Strong project management skills
Strong Microsoft Office skills
Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations.
Ability to write information and respond to questions from groups of managers, clients, customers, and the public.
Ability to define problems: collect data, establish facts and draw valid conclusions.
Prioritize, organize and handle multiple projects simultaneously.

Nice To Haves

Bachelor’s degree, or working towards obtaining a Bachelor’s degree, preferably a (B.A.) in business, finance or related area preferred.
Prior experience in banking industry preferred.

Responsibilities

Initiates outbound calls to clients to schedule appointments for client reviews, confirming appointments, and responds and communicates with clients regarding issues.
Handles a limited scope of client service and client account administration.
Prepares department reporting as needed.
Resolves issues by coordinating activities and deadlines, preparing reports, and identifying solutions.
Processes correspondence, files, and performs other specific duties as needed.
Functions effectively as a team player with all facets of the organization and outside partners.
Utilizes internal technology (software applications) to maximum advantage in the performance of duties.
Ensures all Southside policies and procedures are followed in the performance of duties.
Maintains confidentiality of all sensitive Bank information.
Maintains a positive and caring atmosphere for customers and employees consistent with Southside Bank’s mission, CORE Values, and Blue Book culture guide.
Provides enthusiastic, professional, and courteous service to Southside Bank customers and employees.
Participates in proactive team efforts to achieve departmental and company goals.
Understands and agrees to abide by the policies and procedures established at Southside Bank.
Responsible for complying with audit policies and procedures as they pertain to this position.
Performs duties in compliance with applicable laws and regulations, including but not limited to the Bank Secrecy Act (BSA) and related anti-money laundering laws, and in accordance with the Bank’s Information Security Program.
Must comply with all applicable laws and regulations.
Performs routine duties using standard practices or procedures.
Complies with all safety policies, practices and procedures.
Report all unsafe activities to supervisor and/or Human Resources.
Performs additional duties, as assigned or directed.