Retail Banking Sales Intern
Overview
Overview
Job Title: Retail Banking Sales Intern
Location: Fairfield, NJ
Duration: full-time (up to 40 hours per week), for a period of 10 weeks (June 8 – August 14)
About Us: Our mission is to help clients achieve their financial goals both for today and tomorrow through financial expertise, strong leadership, and loyal relationships. This is achieved through deep-rooted guiding principles of strong values, including ethics, integrity, and giving back to the communities we serve.
Our Department: Retail banking refers to the provision of financial services by banks to individual consumers rather than businesses or institutions. These services typically include checking and savings accounts, personal loans, mortgages, and credit cards. Retail banks operate through branches, online platforms, and ATMs to serve the everyday banking needs of their customers. The goal is to help individuals manage their personal finances efficiently and securely.
Job Overview: The Retail Banking Intern supports the Regional Sales and Development Managers with the focus being on sales, client engagement and professional development. This role provides hands-on experience in building client relationships, identifying financial needs and learning how banking teams are coached and developed to meet performance goals. In addition to supporting the Regional Sales and Development Manager, this role will support the Treasury Management Leader as it is related to identifying sales opportunities for treasury management services for our business clients/prospects.
Responsibilities
- Partner with the Regional Sales and Development Manager to understand branch sales strategies, performance targets and client acquisition goals.
- Assist in the preparation and management of the sales pipeline.
- Contribute to the execution of sales initiatives, campaigns and activities designed to drive revenue and deepen client relationships.
- Observe how the Regional Sales and Development Manager conduct coaching sessions, performance check-ins and development plans for the branch teams.
- Assist in identifying gaps in product knowledge, sales techniques and service delivery and help develop tools or resources that support employee growth.
- Participate in team huddles, sales workshops and training programs to understand how the retail teams are developed from a sales aspect.
- Provide input on employee engagement initiatives designed to build a strong sales culture.
- Shadow branch team during client interactions to learn best practices in needs-based conversations and relationship building.
- Support client engagement activities such as outbound calls, appointment setting and follow-up touchpoints.
- Help assess client experiences and contribute ideas for improving sales delivery and satisfaction.
- Receive ongoing mentorship from the Regional Sales and Development Manager with a focus on leadership development, sales insight and sales coaching fundamentals.
- Participate in cross-functional meetings and job shadows to gain a broader understanding of retail banking sales roles.
- Participate in client meetings and sales calls to observe relationship managers and consultative selling practices.
- Analyze client data to help identify opportunities for efficiency and cost savings as it pertains to business clients and Treasury Management solutions.
- Assist with client relationship development, sales initiatives and the delivery of treasury management solutions.
- Travel to multiple branch locations to shadow the Regional Sales and Development Manager.
Qualifications
- Currently pursuing a degree in Accounting, Finance, Economics, Business Administration, or a related field.
- Strong interest in sales, leadership and financial services.
- Excellent communication and interpersonal skills.
- Proactive learner with the ability to take initiative and adapt.
- Ability to work collaboratively in a team-oriented environment.