What are the responsibilities and job description for the Elevate Banking Intern position at Leader Bank?
Leader Bank is looking for exceptionally dedicated team members to join one of the region’s fastest growing community banks and mortgage lenders. At the time of its founding in 2002, Leader Bank had one branch office, $6.5 million in assets and 7 team members. Since then, the Bank has become one of the most successful banks in Massachusetts with $4 billion in assets, more than 400 team members, 6 branch offices, and annual mortgage originations of over $2 billion.
Exemplary products and an innovative spirit have driven Leader Bank’s rapid growth over the years, and our team members embrace these values. Our mission is to obsess over our clients, make them feel valued, and maintain long-term relationships with them by constantly enhancing our products and processes to always be improving our client experience. For our team members, Leader Bank prioritizes competitive compensation and benefits, a healthy work-life balance, and an environment that fosters diversity and inclusion.
Summary
The Elevate Banking Intern will support the organization, cleanup, and standardization of client file systems across the Elevate platform. This role is critical to enhancing operational efficiency, strengthening document management practices, and ensuring audit readiness. The intern will work closely with team members to align files with established organizational protocols and improve accessibility across the department.
Responsibilities
Salary Minimum: 45,760.00 - Salary Max: 47,840.00
The range listed is just one component of Leader Bank’s total compensation package for team members. Other rewards may include annual bonuses, commissions, short- and long-term incentives, and program-specific awards. In addition, Leader Bank provides a variety of benefits to eligible team members, including health insurance coverage, a team member wellness program, life and disability insurance, a retirement savings plan, paid holidays and paid time off and vacation.
Leader Bank offers an excellent compensation and benefits package including: 401k plan with corporate match, medical and dental insurance, and the opportunity to work for a fast growing, local organization.
Leader Bank, N.A. is an Equal Opportunity and Affirmative Action employer and does not discriminate on the basis of race, color, religion, age, gender, marital status, sexual orientation, national origin, disability, military status, veteran status or any other protected class.
Leader Bank is an E-Verify® participant.* For more information, click on the links below:
https://www.e-verify.gov/sites/default/files/everify/images/manuals/EVParticipationPoster.JPG
https://www.e-verify.gov/sites/default/files/everify/images/manuals/IERPoster.jpg
Exemplary products and an innovative spirit have driven Leader Bank’s rapid growth over the years, and our team members embrace these values. Our mission is to obsess over our clients, make them feel valued, and maintain long-term relationships with them by constantly enhancing our products and processes to always be improving our client experience. For our team members, Leader Bank prioritizes competitive compensation and benefits, a healthy work-life balance, and an environment that fosters diversity and inclusion.
Summary
The Elevate Banking Intern will support the organization, cleanup, and standardization of client file systems across the Elevate platform. This role is critical to enhancing operational efficiency, strengthening document management practices, and ensuring audit readiness. The intern will work closely with team members to align files with established organizational protocols and improve accessibility across the department.
Responsibilities
- Review, organize, and restructure Elevate client files across shared drives and systems
- Identify and eliminate duplicate, outdated, or unnecessary documentation
- Standardize folder structures and file naming conventions in accordance with internal guidelines
- Ensure accurate categorization and proper placement of all client-related materials
- Support documentation consistency and audit-readiness efforts
- Assist with ongoing maintenance and monitoring of file organization standards
- Current college student
- Exceptional attention to detail with strong organizational skills
- Ability to manage repetitive tasks with a high degree of accuracy
- Self-motivated and able to work independently within defined processes
- Proficiency in Microsoft Office Suite (Excel, Word, Outlook)
- Strong communication and time management skills
- Interest in banking, financial services, or operations
- Process-oriented mindset with a focus on efficiency and continuous improvement
- High level of discretion when handling sensitive client information
Salary Minimum: 45,760.00 - Salary Max: 47,840.00
The range listed is just one component of Leader Bank’s total compensation package for team members. Other rewards may include annual bonuses, commissions, short- and long-term incentives, and program-specific awards. In addition, Leader Bank provides a variety of benefits to eligible team members, including health insurance coverage, a team member wellness program, life and disability insurance, a retirement savings plan, paid holidays and paid time off and vacation.
Leader Bank offers an excellent compensation and benefits package including: 401k plan with corporate match, medical and dental insurance, and the opportunity to work for a fast growing, local organization.
Leader Bank, N.A. is an Equal Opportunity and Affirmative Action employer and does not discriminate on the basis of race, color, religion, age, gender, marital status, sexual orientation, national origin, disability, military status, veteran status or any other protected class.
Leader Bank is an E-Verify® participant.* For more information, click on the links below:
https://www.e-verify.gov/sites/default/files/everify/images/manuals/EVParticipationPoster.JPG
https://www.e-verify.gov/sites/default/files/everify/images/manuals/IERPoster.jpg
- E-Verify® is a registered trademark of U.S. Department of Homeland Security