Operations Intern (Fall 2026)

Key Responsibilities

• Shadow Digital Bankers to deliver high-touch personalized customer service;
• Create knowledgebase articles;
• Collaborate on AI-driven customer-centric solutions;
• Support goal of 80%+ AI agent resolution rate and 80%+ Customer Satisfaction Score.
• Optimize onboarding workflows using AI tools to reduce friction and improve data accuracy;
• Support goal of 50% reduction in time to completion.
• Learn banking products, sales cycles, and growth metrics;
• Use AI insights to identify lending opportunities and optimize sales strategies;
• Track campaign performance and develop reports.
• Proactively retain customers by anticipating risks using AI and automations;
• Personalize engagement strategies to deepen relationships.
• Gain deep insight into solar lending;
• Support AI-based tools to optimize loan application processing and reduce turnaround time;
• Support goal of 50% increase in customer onboarding capacity per FTE.
• Shadow development team to define requirements, write user stories, and prioritize backlog;
• Champion AI tools for product development.
• Champion mission focuses on social, economic, environmental, and racial justice.

Key Qualifications

• Experience in top-notch customer service (virtual/remote preferred) with a customer-centric mentality.
• Entrepreneurial self-starter mentality; fast learner; independent; high-performance orientation.
• Excellent communication skills (on camera, phone, chat); confident, concise, professional.
• Banking acumen or curiosity to learn; compliance knowledge; product/service expertise.
• Tech-forward thinking; quick to learn new tools; deep understanding of AI and automation.
• Strong organization and time management; attention to detail; ability to handle high volume.
• Team player; positive energy; collaborative mindset.