New 
Intern- Finance Rotational
 Dollar Bank, FSB | |
 United States, Pennsylvania, Pittsburgh | |
 Jun 25, 2026 | |
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This 6-week, shadowing-focused internship provides exposure to three core lines of business: Credit, Private Banking, and Wealth Management. The intern will spend approximately 80% of time observing day-to-day work and guided discussions with hosts, and 20% completing structured learning reflections and deliverables.
Key learning areas include: underwriting basics, loan structuring, Dollar Bank loan product overview, risk mitigation practices, relationship management, sales calls and business development, and cross-department collaboration. Primary Responsibilities * Participate in scheduled job shadowing experiences across Credit, Private Banking, and Wealth Management, arriving prepared and on time. * Maintain a daily learning log capturing: activities observed, key terms/processes, questions, and connections to prior rotations. * Follow all confidentiality and privacy requirements; do not record or retain customer-identifying information. * Actively engage in debriefs by asking thoughtful questions and summarizing understanding back to hosts. * Complete weekly deliverables (short written summaries and visual maps) and incorporate feedback. * Prepare and deliver a final capstone summary/presentation highlighting end-to-end client service and personal takeaways. Required Deliverables * Daily Learning Log (5-10 bullets/day): submitted or shared with assigned coordinator at the end of each day. * Weekly Recap (up to 1 page): what was observed, vocabulary learned, top risks/controls noticed, and remaining questions (due each Friday). * Loan Lifecycle Map (Week 2): 1-2 pages describing key steps and stakeholders from intake through decisioning and monitoring (anonymized). * Business Development Playbook (Week 4): 1-2 pages on how prospects are identified, prepared for, contacted, and followed up. * Cross-Department Collaboration Map (Week 5): 1 page showing how Credit, Private Banking, and Wealth Management coordinate for a client. * Capstone (Week 6): 10-15 minute presentation + 1-2 page executive summary. Schedule & Expectations * Spend ~80% of time shadowing (meetings, workflow observation, guided walkthroughs) and ~20% on reflection, filing & document scanning, and deliverables. * Maintain a professional calendar, confirm meeting logistics, and communicate conflicts early. * Use professional communication (email etiquette, concise summaries, timely follow-ups). * Seek feedback weekly and demonstrate improvement. Preferred Qualifications * Interest in banking, finance, business, or economics; coursework in accounting/finance is helpful but not required. * Strong attention to detail, professionalism, and ability to handle confidential information. * Clear written and verbal communication skills. * Comfort asking questions and learning from observation. * Basic proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint). All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions. | |