Private Banking Director jobs in Santa Clara, CA

Fremont Bank founded in 1964, is one of the oldest independently owned banks in the Bay Area and is one of the top-rated mid-tier banks in the nation. Voted a Top Workplace for 2022 and for the past twelve consecutive years, Fremont Bank has an immediate opening for an Intern - Private Banking, Special Projects in Livermore, CA.

Intern Overview Program

Fremont Bank offers students an exciting insider’s view of Fremont Bank’s operations and provides an opportunity to explore the many career opportunities within the bank.  Our Summer Internship program is designed to develop future financial leaders and enhance academic learning. The Fremont Bank Intern program is aimed at fostering and ensuring equal opportunity. 

Department Overview

The Private Banking department reviews High Net Worth client files to ensure all files are complete with profile sheet, checklist, and current business documentations. If needed, files are updated appropriately.

Position Overview

The Special Projects Intern will help organize the workspace within client management.

Role and Responsibilities

• Review client files to determine completeness
  
• Organize client files to scan for imaging and filing in department directory
  
• Cross check items in the system matches with physical files
  
• Organize electronic place in bank network and physical folders to remove all outdated documents
  
• Scan all documents as necessary
  
• Report weekly progress
  
• Process other administrative functions as needed
  

Minimum Qualifications

• Proficient in Microsoft Suite, including Word and Excel
  
• Self-motivated
  
• Organized, with the ability to create meaningful reports

Eligibility and Requirements

Only individuals possessing outstanding character, a high degree of motivation, and the willingness to learn will be selected. 

To be considered, students must meet the following qualifications:

• Candidate should be taking upper division courses (junior or senior year)
  
• Candidate should express interest in working in a related field that supports financial services, after graduation
  
•  Candidate should be in good academic standing with a GPA of 3.0 or higher
  
• Candidate must be returning to their campus following the program
  
• Have a reliable means of transportation to and from the workplace
  
• Have excellent customer services/client focus, teamwork, and collaboration
  
• Ability to write and communicate effectively and have solid attention to details
  
• Experience in administrative/office support and phone skills
  
• Knowledgeable in using Microsoft Offices including Word, Excel (pivot tables, charts); PowerPoint, Visio and Outlook
  
• Experience in research, analysis and statistical data are a plus

What to Expect

• Weekly check-ins to review weekly production and discuss any challenges
• Basic understanding of business entities and the appropriate filing documentations