Finance & Banking Intern, Banking Operations

Job Details

Level: Entry |

Job Location:

Corporate Headquarters - IRVINE, CA 92614 | Education Level: High School | Salary Range: $20.00 - $20.00 Hourly | Job Shift: Day

The Intern provides bank support by assisting with daily administrative tasks and contributing to projects across multiple departments. This cross‑departmental internship offers hands‑on exposure to various banking functions—including Operations, Lending, Compliance, Finance, and HR—providing a comprehensive understanding of how a financial institution operates.

• Operations & Administrative Support:
  Maintain internal records, assist with document organization, and help update policies/procedures.
• Process Improvement:
  Help map banking workflows (e.g., account opening, loan setup, onboarding) and collaborate with departments to update SOPs, checklists, and customer‑facing materials.
• Frontline Exposure:
  Observe client‑service operations to develop a strong understanding of client needs, service expectations, and how bank inquiries are handled ethically and efficiently.
• Other Duties:
  Perform additional tasks and special assignments, and research projects as assigned.

• Business Banking: customer experience & branch operations
• Loan/Lending Operations: application workflows & documentation
• Compliance: risk, controls, and auditing
• Finance: budgeting, reconciliations, financial reporting
• Human Resources (HR): onboarding and development
• Information Technology (IT): digital banking and system support

• Business writing, meeting facilitation, and cross‑functional collaboration.
• Client service awareness and ethical decision‑making.
• Understanding compliance, confidentiality, and operational controls.

• Pursuing a degree in Business Administration, Finance, or a related field.
• Preferred 1-2 years of work experience (or equivalent), though not required.
• Excellent interpersonal skills with the ability to manage sensitive and confidential situations with tact, professionalism, and diplomacy.
• Highly detail‑oriented and organized.
• Proactive, curious, and has a strong interest in the banking industry.
• Proficiency in Microsoft
  365 (Word, Excel, PowerPoint, and Outlook).

The Bank reserves the right to change or modify the employee’s job description whether orally or in writing, at any time during the employment relationship. Additionally, the Bank, through its supervisors, may require an employee to perform duties outside their normal description within the sole discretion of the supervisor. The lack of appropriate and timely execution of the essential job functions will result in disciplinary action, up to and including termination.

Commerce West Bank is committed to providing equal opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, gender identification, or sexual orientation. Commerce West Bank will consider for employment qualified applicants with criminal histories in a manner consistent with the California Fair Chance Act.

While our recruiting platforms may use automated tools to surface applicants, all hiring decisions are reviewed and made exclusively by our human recruiting team in compliance with the California Fair Employment and Housing Act (FEHA).

Employees must comply with all applicable Bank Secrecy Act and Anti‑money laundering laws and regulations, all Bank policies and procedures, and any other applicable banking laws and regulations.