Wealth Management Intern

Dive into an Unforgettable Summer with Columbia Bank's Internship Program!

An internship at Columbia Bank is more than just a job, it's a journey packed with opportunities, growth, and fun! Here's what you can look forward to:

• Cohort Orientation: Kick off your internship with a bang! Start alongside fellow interns, building connections and friendships from day one.

• Hands-On Experience: Get ready to roll up your sleeves! You'll tackle a real-world project that extends your classroom learning into the professional arena.

• Real-World Impact: Your work will make a difference! Contribute to meaningful projects that add value to the bank and boost your resume with essential job experience.

• Networking Opportunities: Connect and collaborate! Join weekly gatherings with peers to share progress, brainstorm ideas, and build a strong professional network.

• Mentorship: Learn from the best! Gain insights and guidance from seasoned professionals who are eager to help you succeed in your chosen field.

• Professional Development: Level up your skills! Take advantage of professional development opportunities designed to enhance your career prospects.

• Day of Service: Give back to the community! Immerse yourself in Columbia Bank's "Do Right" culture through volunteerism and community service.

• Lunch with Executive Leadership: Dine with the major players! Enjoy casual conversations and Q&A sessions with the Executive Leadership Team over lunch.

• Project Presentations: Show off your hard work! Present your project and accomplishments to a group of leaders during our showcase at the end of the program.

• Career Growth: Chart your path to success! Access a clear and customizable career development pathway tailored to your strengths and aspirations.

About The Role:

• You will report to the Wealth Management Administration Team.

• In this role, you will learn the intricate roles of Wealth Management at Columbia Bank through shadowing Private Bankers, Healthcare Bankers, licensed Wealth Advisors and Trust Officers. You may be asked to prepare materials for client meetings, shadow client meetings, collaborate with cross-functional teams and aide in operational tasks.

• Your objective will be to gain practical experience in evaluating financial data, understanding investment products, and supporting client relationship processes in order to build competencies needed for a future role in financial services.

• Preferred degree and skillset include a degree in Finance or Business Management. Preferred candidates would be inquisitive, comfortable asking questions for further understanding, willing and comfortable engaging with professionals across a wide spectrum, able to multitask, and proven self-starters that can work independently or as part of a group. MS Word, MS Excel, MS PowerPoint, and MS Power BI proficiency desired.

About You:

• You're an undergraduate student aiming to graduate in spring 2026/2027 or a recent graduate within the last year.

• Available to work full-time (40 hours/week), fully onsite, for 10 weeks starting in June.

• Strong written and verbal communication skills.

• Proficient in Excel and PowerPoint.

• Excellent interpersonal skills.

The pay rate for this role is $22.00 per hour.

The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.

Primary Location: Ability to work fully onsite at posted location(s).

1301 A Street 8th Floor Tacoma WA 98402

Our Benefits:

We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.

We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

Our Commitment to Diversity:

Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: careers@columbiabank.com.

To Staffing and Recruiting Agencies:

Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.