Business Client Advisor Intern Job in San Diego, California US
Business Client Advisor Intern
PROGRAM OVERVIEW The Student Intern Program at Union Bank has a reputation for providing college students with the opportunity to participate in meaningful projects that contribute to the overall business unit objectives. In addition to the assigned projects, interns are given the opportunity to participate in activities that encourage networking with peers, managers, and bank employees. The paid intern positions are full-time (40 hours/week during regular business hours) during the summer. The length of the internship is 12 weeks and can extend beyond that time depending on business needs, project requirements, and intern availability. POSITION OVERVIEW This Student Intern position is with the Business Banking department based in San Diego. In this role, you will support the Business Banking sales team in the relationship management and underwriting process. Additional responsibilities include, but are not limited to: Assist with loan application process; review and discuss client financials, write narratives/credit memos, and make recommendations Provide support to Business Client Advisors at our client prospects business locations to interview them and present products and solutions for their strategic objectives Maintain covenant compliance and obtain updated financial information on the existing loan portfolio Pre-screen credits for viability in order to obtain approval for business loan credit requests from the Business Credit Center (BCC) Ensure adherence to Bank policies related to credit and compliance Other adhoc projects as assigned