Client Account Specialist Intern (Hybrid) jobs in United States
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The Bancorp · 1 month ago

Client Account Specialist Intern (Hybrid)

The Bancorp is a company providing nonbank companies with banking technology and services for over 20 years. The Client Account Specialist Intern will assist the Client Services team in gathering information, improving workflows, and providing customer service while gaining hands-on experience in the Fintech industry.

BankingFinanceFinancial ExchangesFinancial ServicesPayments
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Responsibilities

Assists client engagement team members by gathering and entering information into internal systems
Works with Client Services team members to identify and execute on workflow enhancements and process improvements
Prioritizes and assists with multiple projects while adhering to deadlines
Assists with the collection of information from clients for completing due diligence and various risk reviews. Ensures information is received timely and proactively follows-up as needed
Participates in day-to-day client interactions to gain an understanding of various tasks performed
Leverages internal tools to maintain up-to-date client files and accurate records in designated network folders and CRM tools
Assists with gathering data and preparing reports and presentations for management, business lines and clients
Performs other duties as assigned

Qualification

Client engagementData aggregationMicrosoft OfficeProblem solvingCommunication skillsTeam playerPresentation skills

Required

Eligible to work for any employer in the United States for the full duration of the internship
Enrolled full-time in an undergraduate college degree program at the rising junior level, junior or senior level standing, or enrolled in a master's program or graduated within the past six months
Students must have a cumulative GPA of 3.0; this will be confirmed by the recruiter
Pursuing a bachelor's or master's degree in a relevant field of study for which the internship program is listed
Must be available for full-time internship
May not be an immediate family member of any employee of The Bancorp Bank

Preferred

Excellent problem solving and presentation skills
Excellent verbal, written, and interpersonal communication skills
Ability to interface with multiple, internal cross-functional areas and business partners, as well as external business partners, in the development and delivery of strategic initiatives
Team player, able to work effectively in a team fostered, multi-tasking environment
Proficient in Microsoft Office suite, e.g., Excel, PowerPoint, Word, Outlook
No travel required

Company

The Bancorp

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The Bancorp provides private-label banking and technology solutions to meet the unique business needs of non-bank companies.

Funding

Current Stage
Public Company
Total Funding
$274M
2025-08-18Post Ipo Debt· $200M
2016-08-08Post Ipo Equity· $74M
2004-02-03IPO

Leadership Team

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Damian Kozlowski
CEO & President
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Randall Baugh
Managing Director, Chief Compliance Officer
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Company data provided by crunchbase