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Columbia Bank Wealth Management Intern in Tacoma, Washington

Description Columbia Bank is proud to offer paid internship opportunities to college students looking to pursue a career in the banking industry. Our internship program provides both real world work experience as well as opportunities to serve in our local communities. Columbia Banks community banking philosophy places the highest priority on relationship-based customer service and providing a positive work environment, while striving to make meaningful contributions to each of the communities it serves. We truly believe that our people make the difference.The Wealth Management intern will gain experience within all facets of Wealth Management to include Private Banking, CB Financial, Trust and Retail. Responsibilities:Involvement in building and maintaining private banking relationshipsDiscovering CB Financial and Trust client needs and determining solutions to meet those needsUnderstanding client's financial analysis (income statements, cash flow, spreads, etc.)Conducts pricing model to establish profitabilityReviews and maintains client files for completeness, including reviewing loan documentation packages, ordering and reviewing credit reports, reviewing preliminary title reports, appraisals, environmental reports, etc. Ensure all files include current financial statements, agency reports, etc.Maintains a current knowledge of banking/financial terminology and regulations.Read, understand, and follow Columbia Bank's loan policy and all pertinent Standard Operating Procedures.Participate in training opportunities as presented.Maintain regular and reliable attendance.Perform related duties and responsibilities as required.Minimum Job Requirements:Working knowledge of Microsoft Office Suite (Excel, Word, Power Point, etc.)General understanding of data analysis as it relates to bankingGeneral understanding of customer serviceCurrently enrolled in college or graduate level courses and pursuing a degree/advanced degree in a relevant or related field of interestProvide proof of 3.0 GPA or better (an official transcript is required)Commit to 8+ weeks of continuous, full-time work during the summerMust provide own living arrangements and transportationOur Core Behaviors:Be Genuine. Conduct yourself in a consistent, honest and compassionate manner at all times.Work Ethic. Be willing to go the extra mile for the customer, whether internal or external.Influence. Be an active player in participating, building and contributing to service.Continuous Learning. Commit to gaining knowledge, skills and experience on an ongoing basis in order to better serve the customer, increase personal satisfaction and improve Columbia Bank.Team Play. We win together. Individuality is encouraged to advance and enrich the work of the team.Problem Solving. Bring creative, problem-solving mentality to every situation. See alternatives, take initiative and assume responsibility for your actions.Communication. Keep others informed and up-to-date. Actively listen and learn from each other.Physical and Mental Requirements:Ability to sit at a computer monitor for extended periods of timeAbility to perform repetitive finger, hand, and arm movementsAbility to lift up to 15lbs.Ability to effectively discern information and formulate appropriate actionAbility to reach, squat, bend, and manually manipulate standard office equipmentAbility to drive to vario

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