Retail Banking Summer Intern Program - Financial Wellness Solutions

What you'd do

• The Financial Wellness Solutions track of the Retail Bank Summer Internship develops the next generation of leaders through segments across key retail channels with a focus on Financial Wellness Solutions.
• Our Financial Wellness Solutions team helps organizations go beyond traditional benefits to provide more of what employees need to move forward financially.
• We deliver a holistic set of employee impacting financial wellness solutions to organizations.
• In addition, we work closely with organizations to drive engagement with their employees by creating experiences that help employees take steps toward their financial goals.
• A combination of a winning attitude, professionalism, and genuine interest in the financial wellness industry is instrumental to excel in this role. Financial Wellness Solutions employees need to be proactive, persuasive and personable.
• Performs or assists in banking activities, including researching clients or prospects, creating and/or calling on targeted calling lists, scheduling, attending and/or leading client or prospect appointments, creating presentations and/or proposals, and identifying and/or delivering on next steps to move relationships forward.
• Works under supervision and may have limited approval and/or exception authority.
• Helps build the client base through proactive, outbound quality sales conversations with both organizations and their employees.
• Creates loyalty and deepens relationships through a differentiated client experience.
• Participates in special projects related to the business and its strategic priorities.
• Participates in social learning, for example, identifies and networks with business representatives and peers and participates in mentoring, job shadowing and community outreach, to ensure appropriate foundations in product and sales.
• Participates in formal learning to develop the skills needed to excel in the role.