Private Bank & Healthcare Banking Intern

Columbia Bank•Lake Oswego, OR

21d•Onsite

About The Position

This intern will report to the Private Bank & Healthcare Banking Team. In this role, you will be provided a broad and meaningful introduction to the full spectrum of Wealth Management services at Columbia Bank. The program combines hands-on project work, business line immersion, and tailored professional development aligned with the intern’s interests. Your objective will be to conduct PFS analysis, client interface, and onboarding. Gain insights into lending process, investment management, financial planning, and insurance. Preferred degree and skillset include a degree in Finance or Marketing. Skillset will consist of Microsoft Office products such as Word, Excel, and PowerPoint. Basic accounting knowledge and outgoing personality, comfortable engage with new people.

Requirements

You’re an undergraduate student aiming to graduate in spring 2026/2027 or a recent graduate within the last year.
Available to work full-time (40 hours/week), fully onsite, for 10 weeks starting in June.
Strong written and verbal communication skills.
Proficient in Excel and PowerPoint.
Excellent interpersonal skills.

Nice To Haves

Degree in Finance or Marketing.
Skillset will consist of Microsoft Office products such as Word, Excel, and PowerPoint.
Basic accounting knowledge
Outgoing personality, comfortable engage with new people.

Responsibilities

Conduct PFS analysis
Client interface
Onboarding

Benefits

Eligible associates comprehensive healthcare coverage (medical, dental, and vision plans)
A 401(k)-retirement savings plan with employer match for qualifying associate contributions
An employee assistance program
Life insurance
Disability insurance
Tuition assistance
Mental health resources
Identity theft protection
Legal support
Auto and home insurance
Pet insurance
Access to an online discount marketplace
Paid vacation, sick days, volunteer days, and holidays