Private Trust Sales & Relationship Management Intern

Columbia Bank • Denver, CO

19d • $22 • Onsite

About The Position

This intern will report to the Private Trust Sales and Relationship Management Team. In this role, you will enhance CRM data integrity, streamline RM/Sales workflows through better documentation and marketing materials and develop practical experience supporting high-net-worth clients and trust business growth. Your objective will be to strengthen Relationship Management and Sales Job Aids to increase operational readiness and scalability. Update Marketing Collateral for Columbia Private Trust Products and Services. Develop practical exposure to Self-Directed IRA products and services as well as exposure to high-net-worth clientele and Improve P360 data quality and integrity.

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 and/or Business Management.
• Skillset will consist of strong proficiency in Microsoft office especially PowerPoint, Excel, and Word.
• Comfortable working with data, attention to detail, strong written and verbal communication skills, and ability to multitask and meet deadlines.
• Willingness to learn CRM platforms.

Responsibilities

• Enhance CRM data integrity
• Streamline RM/Sales workflows through better documentation and marketing materials
• Develop practical experience supporting high-net-worth clients and trust business growth
• Strengthen Relationship Management and Sales Job Aids to increase operational readiness and scalability
• Update Marketing Collateral for Columbia Private Trust Products and Services
• Develop practical exposure to Self-Directed IRA products and services as well as exposure to high-net-worth clientele
• Improve P360 data quality and integrity

Benefits

• We offer 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, and paid vacation, sick days, volunteer days, and holidays.
• Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

What This Job Offers

• Job Type: Full-time
• Career Level: Intern
• Education Level: No Education Listed