Investment Services Intern

Southside Bank • Fort Worth, TX

2d • Onsite

About The Position

This person serves as an intern in the Investment Services department.

Requirements

• 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.
• 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.
• Manual dexterity sufficient to reach/handle items and work with fingers. Works with fingers and perceives attributes of objects and materials.
• Must be able to remain in a stationary position 90% of the time.
• The person in this position needs to occasionally move about inside the office to visit other internal and external offices, conference rooms, office machinery, etc.
• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and telephone.
• Constantly positions self to operate on a computer.
• The person in this position frequently communicates with other people throughout each day. Must be able to exchange accurate information when conversing.

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.

What This Job Offers

• Job Type: Part-time
• Career Level: Intern
• Education Level: Associate degree