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Banking & Financial Services Internship


Focus on developing exemplary customer service skills while learning to handle cash, sell bank services, and be a bank teller. Learn to open new accounts, checking and savings plans, and take applications for loans and credit cards. Internships are provided in commercial banks, credit unions, and thrift institutions.


  • Orientation and evaluation
  • Introduction to financial institutions
  • Office and clerical skills
  • Basic sales strategies
  • Customer/member relations
  • Loss prevention
  • Specific responsibilities and skills
  • Additional financial services
  • Employment literacy
  • Personal skills related to employment
  • Interpersonal skills and group dynamics
  • Thinking and problem solving skills
  • Communication skills


Upon completion of this course, students will be able to:

Technical Skills

  • Demonstrate awareness of industry standards; practice health and safety procedures.
  • Compare and contrast commercial banks, credit unions, and savings and loans; demonstrate an understanding of the Federal Reserve System and basic aspects of the real estate industry.
  • Assist customers while performing entry-level skills as a teller, customer service representative, safe deposit attendant, and new accounts representative, and by using various technologies.
  • Exhibit knowledge of products and services, including mutual funds and stocks.
  • Demonstrate knowledge of branch opening and closing procedures, scams, robbery, fraud, and identification.
  • Deliver online services using a computer and industry-related software; perform calculations using 10-key machines; demonstrate automated teller machine procedures.
  • Perform accounting procedures; count and balance currency.

 Personal and Professional Skills

  • Communicate effectively with fellow employees and customer/members, including those with disabilities.
  • Use proper telephone etiquette; answer questions; assist to resolve customer complaints.
  • Build and maintain customer/member relations; practice confidentiality.
  • Listen attentively, follow directions, and relay verbal and written directions to others.

 Career Planning Skills

  • Research career opportunities and educational opportunities in the industry; establish career goals.
  • Research employment opportunities, prepare a resume, and prepare for an interview.