Operations Intern (Fall 2026)

OneEthos

8d • Remote

About The Position

This is a remote internship opportunity with OneEthos, a purpose-driven fintech startup focused on providing digital solutions to community financial institutions. The company aims to strengthen digital channels, grow loans and deposits profitably and responsibly, and generate positive social, environmental, and financial returns. The intern will join the Digital Branch team and gain insights into the operations of a fast-growing bank, sustainability, solar lending, and the finance technology sector. The role involves advancing growth initiatives, serving as the voice of the client, and delivering an exceptional digital banking experience. A key objective is to identify and implement process improvements using AI and automation tools to streamline client onboarding, loan processing, and operational workflows, thereby enhancing overall efficiency. The intern will also support management in executing sales campaigns, rolling out new digital banking technologies, and driving internal training, support, and adoption.

Requirements

• Customer Obsession: Experience delivering top-notch customer service, ideally in a virtual/remote environment, complemented by a customer-centric mentality and ability to develop strong relationships with customers, team members, and within the community.
• Strong affinity for customer service, business development, community involvement, and brand building.
• Entrepreneurial Self-Starter Mentality: Ability to take charge of work product and deliver consistently great results.
• Fast learner who can run independently once expectations are clear.
• Ability to help customers and move projects along across various channels in a high-volume and high-pace environment.
• Understanding of what it takes to bring tasks to completion.
• Ability to anticipate and mitigate slowdowns.
• Ability to balance efficiency and attention to detail.
• Excited by a high-pace and high-expectation environment and eager to push professional limits.
• Master Communicator Expertise: Confident, concise, and professional communication on camera, phone, or chat.
• Ability to listen deeply and respond thoughtfully.
• Banking Acumen: Understanding of banking or the ability and curiosity to quickly attain such knowledge.
• Commitment to becoming a compliance wiz and actively striving for excellent knowledge of regulatory requirements and branch protocols.
• Relentlessly seek and expand understanding of products and services.
• Tech-Forward Thinking: Quick to learn new tools and excited by innovation.
• Deep understanding of AI, automation technology, and creating technology-driven efficiencies.
• Organization & Efficiency Guru Status: Ability to manage time effectively, stay focused under pressure, and maintain a productive workflow.
• Ability to put head down and get into a groove, but also appreciate changing routines.
• Master note-taker and checklist fanatic.
• Commitment to Being a Team Player: Ability to lift others up, share ideas, and bring positive energy.
• Understanding of operating as part of a larger team and cherishing opportunities to contribute to the big picture.

Nice To Haves

• Experience in a virtual/remote customer service environment.
• Experience with AI and automation tools.
• Knowledge of banking products and sales cycles.
• Understanding of solar lending.
• Experience with development team processes (defining requirements, user stories, backlog prioritization).

Responsibilities

• Shadow Digital Bankers to learn how they deliver high-touch, personalized customer service through daily virtual interactions with clients.
• Create knowledgebase articles and collaborate with designers and engineers to identify scalable, AI-driven customer-centric solutions that enhance user satisfaction, improve conversion rates, and drive intelligent automation.
• Support the goal of achieving an AI agent resolution rate of 80% or better and an overall Customer Satisfaction Score of 80% or higher.
• Optimize onboarding workflows using AI tools to reduce friction, improve data accuracy, and increase operational efficiency to facilitate smooth digital client onboarding and support.
• Support the goal of achieving a time to completion reduction of 50% in client onboarding.
• Learn about banking products, sales cycles, and growth metrics.
• Leverage AI insights to identify new deposit and consumer lending opportunities, increase personalized outreach, and optimize sales strategies.
• Track campaign performance and support the development of reports to deliver actionable insights to stakeholders.
• Learn about customer retention and how to anticipate retention risks early.
• Use AI and automations to help identify retention risks, personalize engagement strategies, and proactively deepen customer relationships to help expand product and service adoption per customer.
• Gain exposure to all areas of solar lending, understanding the product and loan process.
• Support all aspects of the solar lending process and other values-aligned digital offerings.
• Help implement AI-based tools to optimize loan application processing, reduce turnaround time, and enhance the digital customer experience.
• Support the goal of increasing customer onboarding capacity per FTE by 50% through technology use.
• Gain insight into the technology that powers the company's success by meeting and shadowing the OneEthos development team.
• Learn how to define detailed requirements, write user stories, and help prioritize the backlog of features.
• Champion the use of AI tools and data-driven insights to help inform product development and process enhancements.
• Champion the company's Mission fiercely and passionately by adopting and practicing a commitment to social, economic, environmental, and racial justice.
• Apply curiosity and interest in core values and pursue education related to sustainability practices.

Benefits

• Participation in a purpose-driven fintech startup.
• Opportunity to work with cutting-edge technology (AI, automation).
• Exposure to sustainability and impact banking.
• Professional development and growth opportunities.
• Supportive, mission-driven team environment.
• Reasonable accommodations for religious practices, beliefs, mental health, or physical disability needs.

What This Job Offers

• Career Level: Intern
• Education Level: No Education Listed