Job Description Summary

Follow established procedures to perform tasks and receive general guidance and direction to perform other work with substantial variety and varied complexity. Some judgment is required to adapt procedures, processes, and techniques to apply to more complex assignments.

Summary of the Position:

TriState Capital Bank is seeking a motivated and dynamic intern who is ready to apply knowledge of financial terms and principles to an authentic real-world experience. Our growth-oriented company is dedicated in providing you with valuable learning opportunities as you share your ideas and creativity with the team.

This internship offers a comprehensive, hands-on experience across multiple disciplines including Portfolio Management, Credit Analysis, Risk, Loan Administration, and Treasury Management. Interns will gain exposure to the full credit lifecycle while applying financial principles in a real-world setting. Interns will be asked to present an end of assignment presentation at the end of their internship.

Primary Functions of the Position:

• Complete project assignments in conjunction with rotations and work with appropriate oversight to complete.
• Learn to accomplish objectives by developing and prioritizing actions as well as establishing and communicating the work plan to the appropriate participants.
• Effectively communicate in one on one, small group and large group settings. Possible examples include business meetings, sales calls, training sessions, email communication, and conference calls.
• Improve the quality of decision making by doing appropriate and thorough analysis.
• Support the credit approval process by analyzing financial statements, calculating key ratios, and assessing borrower and guarantor creditworthiness.
•  Input financial data into proprietary models and conduct market research to support loan decisions.
• Attend prescreen and loan committee meetings to observe and contribute to the decision-making process.
• Assist with loan system accuracy, Current Expected Credit Loss documentation, covenant testing, and quarterly performance reviews (QPRs).
• Participate in sourcing new loan opportunities and contribute to special projects that enhance understanding of commercial real estate lending.

Internship Will Offer:

• Shadowing and training opportunities with our experienced team of banking professionals
• 1 on 1 mentoring and professional development
• Hands-on application of finance principles in a fast-paced work environment
• Opportunity to participate in company meetings.
• Ability to network with a variety of banking professionals, allowing you to form relationships you can build on in the future.
• Engage in community service initiatives and company meetings.

Education and Experience Requirements:

• High School Diploma
• Junior or Senior pursuing Bachelor’s in: Finance, Business, Information Technology or related field
• Pursuing Master’s in: Finance, Business, Information Technology or related field
• Minimum GPA of 3.0

Essential Skills and Abilities:

• Excellent interpersonal and communication skills, both written and verbal
• Demonstrated ability to communicate effectively with management and staff.
• Proficient expertise with Microsoft Office including MS Word, Excel, and PowerPoint
• Highly motivated and organized with a desire to learn.

High School (HS)

General Experience - 4 to 6 months

Travel

Workstyle

Resident

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. 
We expect our associates at all levels to:
•  Grow professionally and inspire others to do the same
•  Work with and through others to achieve desired outcomes
•  Make prompt, pragmatic choices and act with the client in mind
•  Take ownership and hold themselves and others accountable for delivering results that matter
•  Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.  When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.