Commercial Banking Intern Costa Mesa CA

Intern I

The Intern I position is an entry-level and learning focused position. The Intern I gains exposure to various departments within the company, working on hands-on projects and supporting business units in their daily operations. This position is designed to provide undergraduate students with a valuable learning experience in the financial services industry.

This internship role is intended for a multi-week internship, e.g., 8-12 weeks.

Position Responsibilities :

• Assist in preparing financial reports, presentations, and data analyses.
• Conduct market research and competitor analysis.
• Provide support in data entry, system updates, and database management.
• Assist with administrative tasks such as scheduling meetings, preparing materials, and organizing documents.
• Participate in team meetings, offering insights and learning from various team members and leaders.
• Shadow senior team members to understand key business functions (e.g., risk management, investment analysis, client services).
• Contribute to small projects under supervision, ensuring timely delivery and quality work.

Participate in the corporate intern program which includes but is not limited to completing required training, attend corporate events and complete weekly corporate assignments that introduce the Intern to the company's culture, values, and business units.

Other duties assigned.