Business Development Intern

Description

Description:

Kleberg Bank, N.A. believes that the customer’s experience is our Brand. Each individual at Kleberg Bank is committed to providing “Excellent” customer service. We are seeking a motivated Business Development Intern to support the Commercial Team in customer acquisition, relationship management, and business development efforts. This internship provides hands-on experience in business banking, sales strategy, and customer engagement.

Responsibilities

• Assist the Director of Business Development with appointment scheduling, preparation, and client presentations.
• Conduct lead generation efforts, including follow-ups to secure meetings and enhance customer relationships.
• Support customer onboarding and retention efforts by maintaining communication and fostering engagement with new clients.
• Shadow and collaborate with Relationship Managers and the Commercial Team to understand and implement strategies for customer acquisition and relationship management.
• Observe loan assistants and private banking teams to gain exposure to deposit gathering, lending, and customer service cycles.
• Assist in entering and tracking loan and deposit opportunities in CRM systems (e.g. Sageworks) and maintain customer interaction logs.
• Work on business development projects, including outreach initiatives, follow-ups, and identifying expansion opportunities within the commercial sector.
• Attend and contribute to weekly sales meetings to understand commercial banking strategies and goals.
• Compile and present a summary report (white paper) at the end of the internship, highlighting key takeaways, process improvement recommendations, and value-added insights from the experience.
  
  

Required Education And Experience

• Must be enrolled in an accredited four-year university or have graduated within the last six months.
• Strong communication skills (written and verbal).
• Excellent customer service skills with a professional and personable approach.
• Motivation, perseverance, and determination to support business development initiatives.
• Basic financial acumen and business-to-business sales exposure preferred.
• Working knowledge of Microsoft Office (Excel, Word, Outlook, PowerPoint).
  
  

Preferred Education And Experience

• Majoring in Business, Finance, Marketing, or a related field.
• Sales, customer service, or business development experience is a plus.
  
  

Additional Details

This is a part-time, paid internship with a minimum duration of six months. Candidates must be available to work flexible hours while maintaining their academic commitments.

Kleberg Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, or protected veteran status.