Intern - Treasury Management (Summer 2026)

Job Summary: The full-time intern position will support the Cash Management Department in an administrative role at Needham Bank with an emphasis that encompasses interaction with the Cash management Sales, Product and Portfolio Management teams. The Treasury Management Intern will support Cash Management Officers in tasks related to sales preparation, establishing new deposit and Cash Management services including pricing, online banking and various treasury management related services. The intern will also provide support of implementation and going customer service issues. They candidate will work closely with Cash Management Sales Officers, Product Managers and Portfolio Managers as well as Cash Management Client Services and Operational Fulfillment Teams.

Qualifications: To perform this job successfully, the individual must be able and willing to perform all essential duties satisfactorily. This document is not intended to be an exhaustive list of all essential duties required. Reasonable accommodations, as determined by management on a case-by-case basis, may be made to enable individuals with disabilities to perform essential duties.

ESSENTIAL DUTIES & RESPONSIBILITIES

• Support the Cash Management Sales Officers and assist with managing the day-to-day business relationship of cash management clients in the C&I, Structured Finance and Small Business markets.
• Work with the CMO's and CMA's to provide support of treasury management customer relationships at the bank, including opening new accounts, gathering customer information, data management, onboarding and processing new and existing maintenance of services requests.
• Work with the Treasury Management Portfolio Team to assist with the various related projects including Account Officer assignment, CMO reassignment, CRM maintenance, new account analysis verification, closed account verification, and preparing various monthly revenue and sales reporting information.
• Establish a working relationship with the Treasury Product Team to gain an understanding of related treasury services including Business On-Line Banking functionality, electronic payment capabilities, remote deposit capabilities, fraud protection services and sweep services.

Experience and Skills:

JOB REQUIREMENTS

• Ability to work independently with guidance from team members
• Ability to establish working relationships and alliances across the organization, meet customer expectations, be reliable and highly motivated
• Demonstrate an ability to handle multiple tasks
• Strong customer service and problem-solving skills
• Maintain a professional manner at all times
• Fluent in written and verbal English communication skills
• Adapt to change and ability to work in a fast-paced environment
• Strong computer and technical skills
• Ability to adhere to Needham Bank's Core Values (Focus on Customer Relationship, Embrace Change, Work as a Team, Be an Asset to Your Community, Always Learn, and Do the Right Thing)

EDUCATION & EXPERIENCE

• Pursuit of bachelor's degree in business, Finance, or related field
• Entry level knowledge of business environment
• Interest in Banking preferred

PAY RANGE: $20.00/hourly

At NB, we are dedicated to building a diverse, inclusive and authentic workplace - if you are excited about this role, but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or other roles.

Needham Bank is an Equal Opportunity/Affirmative Action Employer. Needham Bank will provide all applicants for employment and all employees with equal opportunity for employment and promotion regardless of race, color, religion, gender, national origin or ancestry, age, disability, veteran status, military service, sexual orientation, genetic information, or gender identity.

From: Needham Bank