Summer Intern – Middle Market Underwriting/Portfolio Management

First Citizens Bank

. Learn to deliver Middle Market banking products and services, including loans, deposits, treasury management services, interest rate products, capital markets, wealth management, and other fee income business .

Posted 9/21/2026internshipSan Diego • California • United StatesEntry Level💰 $19 - $30 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong communication, critical thinking, and adaptability while engaging in Middle Market banking products and services. Proficient in Excel, PowerPoint, and Word, with a focus on client relationship management and process improvement.

Highest-signal resume keywords

Middle Market Banking ProductsCredit Framework AnalysisClient Relationship ManagementExcel ProficiencyCritical Thinking Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Credit Framework AnalysisClient Relationship ManagementResearch and AnalyticsProcess ImprovementProject Management

Soft Skills

AdaptabilityWritten Communication SkillsVerbal Communication SkillsCritical Thinking SkillsCollaboration

Tools & Technologies

ExcelPowerPointWord

Certifications & Qualifications

High School DiplomaGED

Industry Keywords

Middle Market BankingTreasury Management ServicesWealth ManagementInterest Rate ProductsCapital Markets

About the role

Key responsibilities & impact

Learn to deliver Middle Market banking products and services, including loans, deposits, treasury management services, interest rate products, capital markets, wealth management, and other fee income business
Focus on credit framework and analysis
Learn the prospecting process to acquire new clients and expand existing client relationships
Participate in research, analytics, projects, strategy, process review and improvement, and technology enhancements and support
Attend professional development sessions, informational meetings, networking, and community service events
Work with a dedicated manager and program manager
Complete an assigned business-aligned project to improve a process or solve a problem
Present the project to local leaders and key stakeholders
Prepare and deliver a wrap-up presentation to the division leader and other key stakeholders outlining accomplishments and internship experience

Requirements

What you’ll need

High School Diploma or GED
1 year of experience
Currently enrolled at an accredited collegiate institution during the summer program
Ability to work 40 hours per week for the duration of the program
Adaptability
Written and verbal communication skills
Critical thinking skills
Preferred: Major in Finance or Business
Preferred: Rising college senior
Preferred: 3.0 minimum GPA
Preferred: Excel, PowerPoint and Word proficiency
Preferred: Strong desire to learn and grow
Preferred: Positive attitude, natural curiosity, and enjoyment of collaboration
Preferred: Ability to multitask, take direction, and absorb information quickly

Benefits

Comp & perks

Dedicated manager and program manager support
Professional development sessions
Informational sessions and networking events
Community service events
Assigned project designed to improve a process or solve a problem
Benefits program as part of total rewards
Variable incentives, bonuses, benefits, and/or other awards may be included in total compensation, as outlined in the offer of employment