Live Oak Bank is a digital bank that serves small business owners across the country. Our groundbreaking spin on service and technology has fueled our mission to be America’s Small Business Bank. Our products help customers buy, build, and expand their business, and our high-yield savings and CD products help them grow their hard-earned money. At Live Oak, we never lose sight of the well-being of our people. We believe our employees are the heart of our company. Our commitment to our customers and culture is intertwined, and we seek those who embody and embrace what it takes to empower the American dream.
Ready to make an impact? We're looking for an onsite intern to join our team for the 10-week Summer Internship program (May 17 - July 23, 2027) at our headquarters in Wilmington, NC. Applications are due by 11:59 p.m.
What you'd do
- Help facilitate account requests, calendar management, preparing for meetings and preparation of review material.
- Preparation of materials for potential new business opportunities.
- Prepare client correspondence and customized professional client presentation materials to support business development and marketing efforts.
- May assist with investment/wealth planning such as spreadsheet preparation and analysis.
- Assist the Chief Investments Officers to prepare the mid-year investment newsletter.
- Learn what goes into Full Balance Sheet Financial Plan.
- Understand how investment portfolios are created based on Goals Based Financial Plan.
- Present Financial Plan findings and recommendations to Relationship Management Team.
- Dedication: Possess a deep commitment to Live Oak Bank’s mission and core values, exemplified through a strong work ethic, adaptability and pride in your work.
- Ownership: Take initiative to deliver positive results by proactively and creatively solving problems, while maintaining a high degree of quality.
- Starts
- 2026-09-25