What are the responsibilities and job description for the Sales Intern position at Ixonia Bank?
At Ixonia Bank, we pride ourselves on our core values which are evident in our work, how we interact with each other, & how we take care of our customers. We believe every individual counts! Our highly-qualified, driven employees continually strive to give Ixonia Bank customers a personal banking experience. If you are interested in joining the Ixonia Bank team, we invite you to check out opportunities that match your skills and talents. We offer rewarding careers, all within a professional and friendly work environment.
This paid, onsite internship is posted for the Summer of 2026, estimated start date would be on or shortly after May 1, 2026.
Principal Duties and Responsibilities:
- Identifying and researching Wisconsin businesses that fit Ixonia Bank’s target profile
- Keeping detailed records of contact information for businesses he called on through the use of spreadsheets and our Zoho CRM system.
- Making 20-30 phone calls a day to various businesses in an effort to get a meeting with them
- Handing off leads to commercial lenders
- Scheduling and attending meetings made with prospects
- Support the sales team with administrative tasks and follow-ups
- Performs and assists with other sales and administrative related duties and special projects and events as required.
Job Knowledge, Skills and Abilities: (Competencies)
- Ability to think both creatively and analytically.
- Must show an aptitude to learn and work with databases.
- Must possess proven and polished writing skills; organizational skills; and communications skills.
- Must have a strong attention to detail; and possess and demonstrate excellent proofreading and writing abilities.
- Must be able to interact professionally with all levels of Bank Management and Directors.
- Must exhibit an understanding of, and compliance with, applicable federal and state banking laws and regulations.
Level of Education, Experience or Equivalent: Current student enrolled or planning to enroll in a sales program or related field. Knowledge of Banking industry preferred, but not required.
Language Skills: Ability to read and comprehend instructions, short correspondence, and memos. Ability to prepare correspondence, memos, presentation materials, correspondence, etc. Ability to effectively present information in one-on-one situations to customers, vendors and other employees of the organization.
Mathematical Skills: Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to calculate figures and amounts such as discounts, ratio/proportions, and percentages.
Reasoning Ability: Ability to define problems, collect data, establish facts and draw valid conclusions. Ability to interpret a variety of technical instructions in mathematical or diagram form, and deal with several abstract and concrete variables.
Specific Skills: Must be able to work independently and possess a proven ability to make responsible and sound decisions within defined guidelines and procedures. Excellent computer skills and proven aptitude required in Microsoft Office Suite (PowerPoint, Word, Excel, & Publisher); Adobe Creative Suite (InDesign, Illustrator, & Photoshop) knowledge is a plus; Internet skills and knowledge of website maintenance/design is a plus.
Specialized Knowledge, Licenses, Certifications: N/A
Supervisory Responsibility: N/A
Department/Branch: Sales/Marketing
Percentage % of Time Devoted to Supervision: N/A
