Intern (Operations)

Responsibilities

This role supports the Bank’s strategic objectives by contributing to accurate organization, maintenance, and digitization of operational records. Through strong attention to detail and effective coordination, the intern helps improve document accessibility, supports operational efficiency, and reinforces adherence to internal policies and regulatory requirements. In doing so, the role contributes to enhanced record management practices, improved data accessibility, and the successful completion of departmental initiatives.

Essential Functions

1.     Support the Bank's document digitization initiative by organizing, scanning, indexing, and uploading IRA, legal, and account-related documentation into the DocuWare system.

2.     Assist with document classification and indexing to ensure records are properly categorized and easily retrievable within DocuWare.

3.     Maintain organized file inventories and tracking logs to monitor document processing and project progress.

4.     Verify that digitized records are accurately uploaded and aligned with established document management standards.

5.      Assist in identifying and resolving document discrepancies, missing information, or indexing errors, escalating issues as appropriate.

6.       Support records retention and document management practices in accordance with Bank policies and applicable regulatory requirements.

7.      Coordinate with Deposit Services team members to obtain, organize, and process required documentation.

8.      Assist with quality control reviews to ensure the accuracy, integrity, and accessibility of digitized records.

9.      Participate in process improvement initiatives by identifying opportunities to enhance efficiency and effectiveness within document management workflows.

10.  Complete assigned project work and, where applicable, provide feedback or recommendations to support operational improvements.

11.  Provide administrative and operational support across departmental projects and day-to day activities, as assigned.

12.  Maintain strict confidentiality of customer and Bank information in accordance with data privacy, security, and record retention standards.

13.  Adhere to all internal policies, procedures, and regulatory requirements, while handling sensitive customer documentation.

14.   Collaborate with team members to support workflow coordination and maximize productivity throughout the project lifecycle.

Ancillary Functions

Ensure ongoing adherence to Bank policies and procedures, as well as applicable federal and state regulatory requirements.
          Provide cross-functional support to other departments within the Bank when service needs or workload demands arise.
          Perform additional supportive tasks related to the essential functions of the role, which may be adjusted or redesigned based on operational needs or individual circumstances.

Mandatory Training

Training is required of all Bank staff as related to regulatory mandated compliance topics and courses required for specific job functions. Career enhancement training courses are also available.

Skills

Strong written and verbal communication skills, with the ability to communicate clearly and professionally in English
        Solid reading, writing, and basic mathematical skills
        Strong interpersonal skills with the ability to build effective working relationships
       High attention to detail and strong organizational skills
        Ability to accurately handle large volumes of records and documentation.
        Strong time management skills with the ability to prioritize tasks and meet established deadlines.
        Proficiency in Microsoft Office Suite, including Excel, Word, and Outlook
        Ability to work effectively in a collaborative, team-oriented environment
        Self-motivated, dependable, and eager to learn 
       Ability to maintain confidentiality when handling sensitive customer and Bank information
        Ability to thrive in a fast paced, high volume, deadline-driven environment