2027 Banking & Trust Services Intern

Charles Schwab; Phoenix (AZ); On-site; USD 25,000 - 30,000; Full time

Job summary

Charles Schwab invites undergraduate students to join the Trust Bank Internship Program, gaining hands-on experience in trust, custody, and retirement services. You will contribute to operational work, client support activities, and process documentation in a highly regulated environment.

As an intern, you will collaborate with teammates and business partners, learn through coaching and projects, and strengthen problem-solving, communication, and attention to detail while learning new systems

Qualifications

• Currently pursuing a Bachelor’s degree.
• Strong written and verbal communication skills.
• Ability to produce accurate, high-quality work and meet deadlines.
• Demonstrated ability to organize information and identify next actions.
• Ability to collaborate effectively with teammates and stakeholders.

Responsibilities

• Support retirement plan services and trust-related operations.
• Assist with process documentation and cross-functional coordination.
• Contribute to issue resolution and client service delivery.
• Help maintain accurate records and identify efficiency improvements.

Skills

Problem solving

Attention to detail

Communication

Team collaboration

Time management

Learning agility

Education

Bachelor’s degree candidate

Job description

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

The Charles Schwab Trust Bank (CSTB) Internship Program provides an opportunity to gain hands‑on experience supporting trust, custody, and retirement‑related services that help clients build long‑term financial security. Within the Trust & Custody Services track, interns gain exposure to the operational processes, client support activities, and business functions that enable the delivery of accurate, reliable, and compliant financial services in a highly regulated environment.

As a Trust Bank Intern, you will contribute to meaningful operational work supporting retirement plan services, trust account servicing, research activities, process documentation, and cross‑functional coordination. You will collaborate with teammates and business partners to help resolve issues, support service delivery, maintain accurate records, and identify opportunities to improve efficiency and client outcomes. Through project‑based work, coaching, networking opportunities, and ongoing feedback, you will strengthen your problem‑solving abilities, communication skills, attention to detail, ownership mindset, and ability to learn new systems, products, and processes quickly.

Internship Dates: June 7, 2027 – August 6, 2027. Locations: Austin, TX and Phoenix, AZ.

What you have

Required Qualifications

• Currently pursuing a Bachelor’s degree
• Authorized to work in the United States on a full-time basis without employer sponsorship
• Demonstrated ability to solve problems by gathering information, organizing work into logical steps, and identifying appropriate next actions.
• Strong written and verbal communication skills demonstrated through coursework, projects, employment, extracurricular activities, or leadership experiences.
• Ability to produce accurate, high-quality work and maintain strong attention to detail.
• Demonstrated ability to manage assignments, meet deadlines, and follow work through to completion.
• Ability to collaborate effectively with teammates, partners, and stakeholders in a professional environment.
• Proven ability to learn new concepts, systems, processes, and tools while applying feedback to improve performance.

Preferred Qualifications

• Interest in financial services, trust services, custody operations, retirement services, or client‑focused business functions.
• Experience through coursework, internships, employment, volunteer work, or student organizations that demonstrates accountability, teamwork, or service orientation.
• Interest in working within a regulated environment where quality, accuracy, and compliance are important.
• Demonstrated curiosity, adaptability, and willingness to take on new challenges and responsibilities.
• Desire to build a long‑term foundation in operations, client support, or financial services careers.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.