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.
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.
The intern will assist with a wide range of duties, including analyzing data, preparing financial reports, and learning about varied financial activities. 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 financial analysis, reporting, and project-based assignments across Capital Markets.
- Assist with interest rate swap operations, including quotes, valuations, and documentation.
- Contribute to Asset Liability Committee meeting preparation and note-taking.
- Perform credit reviews and support risk rating processes using financial data tools.
- Help develop procedures for reporting and improve team continuity.
- Provide updates on deposit products and assist with partner payment reconciliations.
- Participate in derivative executions and Federal Reserve Board Discount Window meetings.
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.
- A comprehensive understanding of Capital Markets operations and derivative products.
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.
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 will offer broad exposure to the bank’s data landscape and how it is utilized across various business lines, including Deposits, Lending, Capital Markets, and Finance. Interns will gain insight into our Data Governance and Data Quality Programs, as well as our Data Management Practices.
Primary Functions of the Position:
- Complete trainings and demonstrate the ability to develop reporting and dashboards using various tools (Excel, PowerPoint, PowerBI, CRM Analytics, SQL, etc.)
- Complete a personal project in SQL to analyze data and apply an advanced technique to one of our existing processes at the Bank
- Demonstrate the ability to work independently on data analytics and reporting requests, from requirements gathering to presentation and delivery
- Promote the adoption of the Data Governance program by understanding its importance and supporting its implementation
- Assist with data quality analysis and reporting enhancements
- Support improvements to data-driven processes across business lines
- Analyze data and prepare financial reports
- Learn about diverse financial activities and operations
- 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.
Internship Will Offer:
- Shadowing and training opportunities with our experienced team of banking professionals
- 1 on 1 mentoring and professional development
- Gain a baseline understanding of the roles and responsibilities of various business lines and how each contributes to the Bank’s overall success
- Dedicate time to training and complete a personal project that applies an advanced technique to a problem already solved within the business, culminating in a presentation to the team and the business process owner
- 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.
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.
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.
The AML intern will assist with a wide range of duties, including analyzing data, preparing financial reports, and learning about varied financial activities. Reporting directly to the AML and Sanctions Officer, the intern will gain hands-on experience in understanding federal AML and Sanctions regulations and how financial institutions implement operational practices to ensure compliance. Interns will be asked to present an end of assignment presentation at the end of their internship.
Primary Functions of the Position:
- Attending and actively participating in AML/FCM team meetings.
- Providing feedback on ongoing work and escalating high-risk client activity to AML/FCM Managers and the AML Officer.
- Participating in AML Officer Escalation Meetings, AML Officer Ecosystem Trainings, and the AML Oversight Group (AMLOG), gaining exposure to leadership decision-making processes.
- The intern will rotate through three core functional teams:
- Client Intelligence Unit (CIU): Conducts due diligence on clients escalated during onboarding, with AML approval required before account establishment.
- Enhanced Due Diligence (EDD): Reviews high-risk client accounts and transactional activity to identify potential AML and Sanctions risks.
- AML and Sanctions Investigations: Investigates customer alert activity using the automated monitoring platform to assess suspicious behavior and determine if federal reporting is necessary.
- 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.
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.
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.
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.
The intern will assist with a wide range of duties, including analyzing data, preparing financial reports, and learning about varied financial activities. 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.
- Enhance decision-making quality through thorough and appropriate analysis.
- Learn about infrastructure and participate in the design and development of new functionality within the Common Data Platform.
- Assist with development tasks supporting the Capital Analysis and Review initiative.
- Document processes and procedures related to the Common Data Platform.
- Attend daily standup meetings with the Common Data Platform development team.
- Monitor daily data processing jobs and collaborate with business partners to define data requirements.
- Develop and deploy extract, transform, and load pipelines to support data movement across the platform.
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.
- A structured learning plan with defined goals to guide the intern’s development throughout the program.
Education and Experience Requirements:
- High School Diploma
- Junior or Senior pursuing Bachelor’s in: 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.
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.
The intern will assist with a wide range of duties, including analyzing data, preparing financial reports, and learning about varied financial activities. 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.
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.
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.
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.
The intern will support various audit functions, contribute to project management efforts, and gain exposure to regulatory and risk assessment processes. 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.
- Read and become familiar with Internal Audit Policies, Manuals, and Executive Presentations.
- Develop and maintain the FY26 Internal Audit Plan Calendar and Tracker, including ongoing updates.
- Create and manage Q4 FY25 and FY26 Audit Project Management Trackers within the PMO Tools Workspace.
- Assist VP/Sr. Manager with Issue Tracking and Issue Validation processes.
- Improve the quality of decision making by doing appropriate and thorough analysis.
- Conduct audit and regulatory research.
- Perform control testing and assist in all phases of audits (Planning, Fieldwork, Reporting, Follow-Up).
- Maintain audit progress within the TeamMate+ platform.
- Lead or assist in creating audit control process flowcharts and narratives.
- Participate in quarterly risk assessments
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 and audit 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.
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.
