Intern - Trust at Commerce Bank in Kansas City, Missouri

Posted in Other 15 days ago.

Job Description:

About Working at Commerce

Wouldn't it be great to build your career at a bank that's known for helping people with their financial challenges? That's exactly what you'd be doing when you join the team at Commerce Bank. We're looking for teammates who are ready to do whatever it takes to help our customers with their everyday financial needs. You'd be helping yourself too, because Commerce has a tradition of recognizing and rewarding team members for their talent, skills and contributions.

No wonder we've been an industry leader for over 150 years and have developed a reputation as a great place to work in the financial services world. If you'd like to be a part of a team and culture that is respected by its peers and in your community, we should talk. We're always looking for the best and brightest.

About This Job

The Trust Company intern will be exposed to our various departments (Financial Planning, Institutional, Private Client, Private Banking, Portfolio Management) by working directly with key members from each group. Throughout the summer, the intern will attend the weekly/monthly meetings of each department. The internship will start with a short rotation through each department. The rotation will consist of an introduction to the department and that team. The intern may sit in on internal team meetings, shadow and/or receive one-on-one time with team members to get a better understanding of their job responsibilities, help with any requests or small projects that team has, and if appropriate attend client meetings. The intern will then concentrate on a few key projects that they will work closely with the departments assigning them. The key projects will consist of working with our sales teams on setting up a systematic drip campaign management system and checklist, a financial planning research project, a project to review account details with our internal teams, and a project that incorporates the filing of trust documents. The intern will also assist, as needed, with any general support within the Trust Company which could include: preparing presentations/books for meetings, prospect spreadsheet assistance/research, mass mailings, support for events, etc.

Essential Functions

  • Research

  • Writing of results/findings

  • Attend team meetings

  • Learn department functions

  • Individual project management

  • Present reports/findings

  • Perform other duties as assigned

Knowledge, Skills & Abilities Required

  • Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities

  • Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills

  • Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values

  • Intermediate level proficiency with Microsoft Word, Excel and Outlook

Education & Experience

  • High School Diploma and least some progression towards a Bachelor's degree or equivalent combination of education and experience required

  • 0+ years experience required

Location: 1000 Walnut St, Kansas City, Missouri 64106

Time Type:
Full time
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