About One PacificCoast
About the Foundation
One Pacificcoast Bank
meet our directors & staff
donate to our giving programs
learn about our grants policy
Advisory System Strategist
Primary Duties and Responsibilities:
Work with One PacificCoast Bank CEO and other executive staff to create an innovative structure for our new advisory system and identify industry leaders that will serve as key advisors to the program.
Assist in coordinating mixers / gatherings that will include advisors and sector partners- two events will happen during your term as an intern.
Research and determine best methodology for how and where we host the gatherings, whom we invite, agenda structure, technology for hosting virtual meetings and staying engaged with attendees after the event.
Create a “Playbook” for implementing the advisory system in our other bank branches; with the possibility of being replicated nationally and internationally.
Set up mailing list and organize shared calendar.
Participate in community banking curriculum classes and field trips.
Qualifications, Skills and Abilities:
Junior or Senior enrolled in a bachelor’s degree program or at an accredited 4-year college or university; business, finance, related majors, or 1st-year MBA student.
Demonstrates the ability to read, comprehend and explain complex information.
Excellent written, organizational, and communication skills.
Good logical thinker.
Coursework or experience in finance, especially lending, a plus.
Experience in banking a plus.
Experience in market analysis a plus.
Solid computer skills, including Microsoft Word, Excel, Outlook, Access, and PowerPoint required.
Tact, diplomacy, good judgment, discretion and ability to make sound decisions with confidential and personal information.
Capacity to work effectively in a fast paced environment, as part of a team or independently.
Detail oriented, accurate and timely with assigned tasks.
Self-motivated and possesses a drive to produce quality work.
Capacity to take initiative, consult, share information and ask questions within the Bank and with other organizations when needed.
Experience with internet research to provide information for presentations, projects, and programs.
Flexibility and ability to work on new and varied tasks, as needed.
Have a true “customer service” attitude.
Curiosity about, interest in, or passion for community development.
Curiosity about, interest in, or passion for banking or finance.
Great sense of humor a plus.
Fluency in Spanish a plus.
Outgoing personality and professional demeanor.
Event planning experience.