Summer Intern - Towne Wealth Management - Suffolk, VA

TowneBank has a culture that:

• Has a commitment to exquisite service for our members that will lead to our ability to create a reasonable rate of return for our shareholders, a bright future for our dedicated bankers, and a leadership role for our bank in promoting the social, cultural, and economic well-being of our community.
• Embraces our hometown banking philosophy, where our family members, directors and employees are active volunteers, serving on numerous boards and donating their time and talents to local organizations.

Essential Responsibilities:

• Answer telephones and screens calls for financial advisors
• Interacts daily on the phone and in person with prospective and existing clients including handling basic inquiries
• Researches client and security information through the back office system
• Processes and follows up on client documentation for proper maintenance of accounts
• Prepares letters, forms and spreadsheets to assist with servicing existing clients and prospecting for new clients
• Creates and maintains records and files
• Maintains databases and creates reports using portfolio software programs
• Assists financial advisors with marketing efforts including seminars, etc.

• Obeys all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA)

Summer Internship Minimum Required Skills and Competencies:

• Must be at least 18 years of age or older
• Must have completed at least one year of college and be currently enrolled in college
• Must be available to work Monday through Friday, mid-May through August
• Punctual and dependable
• Works well in a team environment
• Detail oriented and willing to help others

Desired Skills and Competencies:

• Must project an excellent customer service attitude
• Good interpersonal skills to deal with clients, financial advisors and other staff
• Strong written and verbal communication skills sufficient to deal with financial advisors, clients and other staff
• Professional and pleasant appearance and demeanor to work with clients
• Ability to work under pressure and meet daily deadlines
• Ability to work independently
• Good organizational skills to be able to prioritize tasks
• Good analytical skills to be able to research account information
• Mathematical abilities sufficient to process account and transaction information
• Ability to operate general office equipment (copier, fax, etc.)
• Computer skills adequate for creating/maintaining databases and the ability to learn various software packages

Physically you can anticipate to:

• Express or exchange ideas by means of the spoken word via email and verbally.
• Exert up to 25 pounds of force occasionally, use your arms and legs, and sit most of the time.
• Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation.
• Not substantially exposed to adverse environmental conditions.