Investment Services Intern

FLSA Status: Non-Exempt | Part-time

About the Role

This person serves as an intern in the Investment Services department, supporting client service, account administration, and department reporting under the supervision of a Financial Advisor.

Responsibilities

• Initiates outbound calls to clients to schedule and confirm appointments for client reviews.
• Communicates with clients regarding issues and account administration within a limited scope.
• Prepares department reporting and resolves issues by coordinating activities, deadlines, and identifying solutions.
• Processes correspondence, files, and performs other specific duties as needed.
• Functions as a team player with all facets of the organization and outside partners.
• Utilizes internal technology (software applications) to maximize performance of duties.
• Ensures compliance with all Southside Bank policies, procedures, and confidentiality requirements.
• Maintains a positive and caring atmosphere for customers and employees consistent with Southside Bank’s mission and values.
• Provides enthusiastic, professional, and courteous service to customers and employees.
• Participates in proactive team efforts to achieve departmental and company goals.
• Complies with audit policies, applicable laws (including Bank Secrecy Act and anti-money laundering laws), and the Bank’s Information Security Program.
• Performs routine duties using standard practices or procedures.
• Complies with all safety policies and reports unsafe activities to supervisor and/or Human Resources.
• Performs additional duties as assigned or directed.

Requirements

• Bachelor’s degree, or working toward obtaining a Bachelor’s degree, preferably in business, finance, or a related field.
• Prior experience in the banking industry preferred.

Skills

• Strong interpersonal, written, and verbal communication skills.
• Ability to work in a high-energy, fast-paced team environment.
• Motivated, strong work ethic, and open to new ideas.
• Self-starter with problem-solving skills.
• Ability to accept constructive feedback and remain professional.
• Career-oriented individual with exceptional organizational, analytical, and critical thinking capabilities.
• Strong project management skills and ability to prioritize, organize, and handle multiple projects simultaneously.
• Proficient in Microsoft Office.
• Ability to read, analyze, and interpret business periodicals, professional journals, technical procedures, or governmental regulations.
• Ability to write reports and respond to questions from managers, clients, customers, and the public.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.

Physical Demands

• Manual dexterity sufficient to reach, handle items, and work with fingers.
• Must be able to remain in a stationary position 90% of the time.
• Occasional movement inside the office to visit other internal and external offices, conference rooms, or office machinery.
• Constant operation of a computer and other office productivity machinery (e.g., calculator, copy machine, telephone).
• Frequent communication with others throughout the day; must be able to exchange accurate information when conversing.

Work Environment

• Well-lighted, heated, and/or air-conditioned indoor office setting with adequate ventilation.
• Moderate noise (e.g., business office with computers and printers, light traffic).

Schedule

As coordinated with the Financial Advisor.