Customer-Focused Banking Intern

Retail Region 2 Administration; Lowell (MA); On-site; Full time

Job description

PURPOSE/OBJECTIVE

The Retail Intern is responsible for assisting with various duties as outlined below:

Perform a variety of routine teller duties to include processing transactions, identifying basic potential financial needs and, based on that identification, making referrals to the platform area as appropriate.

Responsibilities

• Process deposits to customer accounts; includes verification of cash, verification of endorsements, and providing customers with receipts.
• Cash checks for customers and non-customers.
• Process and properly record the sale of monetary instruments (i.e. official bank checks).
• Process foreign currency purchases and sales.
• Redeem savings bonds.
• Properly file all government‑mandated reports related to large cash transactions and the sale of all monetary instruments.
• Process various types of loan payments and credit card cash advances.
• Assist with providing customers with access to safe deposit area.
• Actively engage in the sales process by identifying potential financial needs for customers and non-customers alike and making appropriate referrals to platform staff for follow‑up.

Qualifications

• Students entering their sophomore or junior year, or High School or equivalent preferred.
• Incumbent must be outgoing, have good customer service skills and the ability to work in a fast‑paced environment.
• Individual should be a self‑starter and be technically literate.

Work Requirements

Ability to stand and remain standing for up to five hours at a time without a break.