Job Description

Treasury Management Summer Internship Program

Location: San Jose, CA (hybrid)
Start date: Summer 2025

The goal of this internship is to support the activities of the Treasury Management Sales Officers (TMOs) and assist with the onboarding client experience. This position functions as a partner to the TM Sales Officer by participating in internal line of business meetings, TM Sales meetings and external client meetings.
The Treasury Management intern will assist TMOs in the implementation and coordination of adding new services to new and existing customers. The internship also includes learning to prepare pricing proformas and building client reviews.
The TM Internship provides a deeper dive into Comerica's product offerings which assist clients with their cash flow needs.

Treasury Management is aligned with the following Lines of Business (subject to geographic market):

• Middle Market
• Business Banking
• US Banking
• National Dealer Services
• Technology and Life Sciences
• International
• Environmental Services
• Energy
• Equity Fund Services
• Commercial Real Estate
• Mortgage Banker Finance
• Entertainment
• Municipalities
• Retail Banking

Orientation

• Introduction to Comerica, Treasury Management, organizational culture
• Meet the Treasury Management team -- National TM Sales and Sales Associate teams; Service, Implementations, Product
• Provide context for TM Intern responsibilities

Product Training

• Discuss cash flow benefits to clients utilizing TM Services
• Detailed TM product offering overview, including Commercial Card and Merchant Services
• Discover product features and their value to our clients
• Gain understanding of each products' pricing
• Understand cost benefit analysis of TM services

Documentation and Risk

• Understand the Client Enrollment Form and how if relates to legal agreements and bank risk
• Process risk approvals for TM services with Relationship Managers

TMSA/TM Officer Partnership

• Prepare pricing proposals for prospects and clients understanding how pricing differs across financial institutions
• Prepare Client Reviews and Industry research
• Participate in client and prospect meetings with TM Sales Officers, including pre-call plan meetings with the Relationship Management teams

Job Tags

Summer work, Internship,

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