Private Banking Intern at Beacon Bank in Boston, MA

Summary: Beacon Bank is a regional commercial bank headquartered in Boston, and they are seeking a Private Banking Intern to learn about the workings of the Private Banking group. The intern will lead outreach initiatives to gather insights on client relationships and assist the sales and relationship management teams with various tasks. Responsibilities: - Identifying and contacting alumni within the Boston area using the Xaverian network - Scheduling and conducting informational meetings (Zoom, coffee chats, etc.) - Collecting and synthesizing qualitative data from these conversations - Preparing a final presentation for Private Banking leadership with findings and recommendations from this data - Assist the team with new online cash management platform being launched in 2026 - Help with AI adoption in Microsoft Copilot Required Qualifications: - Comfortable in expanding network - Ability to identify and contact alumni within the Boston area using the Xaverian network - Skills in scheduling and conducting informational meetings (Zoom, coffee chats, etc.) - Ability to collect and synthesize qualitative data from conversations - Skills in preparing a final presentation for Private Banking leadership with findings and recommendations - Interest in a career in financial services that requires a combination of broad financial skills and sales Preferred Qualifications: - Experience with new online cash management platforms - Familiarity with AI adoption in Microsoft Copilot Required Skills: Financial Services, Sales, Data Collection, Data Synthesis, Microsoft Copilot, Online Cash Management Platforms, Networking