Note: The job is a remote job and is open to candidates in USA. OneEthos is a purpose-driven fintech startup focused on providing digital solutions for community financial institutions. The Operations Intern will support the growth initiatives of Climate First Bank within the Digital Branch, focusing on process improvements using AI and automation tools to enhance operational efficiency and customer experience.
Responsibilities
- You will shadow Digital Bankers to learn how they deliver high-touch, personalized customer service through daily virtual interactions with clients
- Leveraging those observations, you will create knowledgebase articles and collaborate with designers and engineers to identify scalable, AI-driven customer-centric solutions that enhance user satisfaction, improve conversion rates, and drive intelligent automation
- You continuously help optimize onboarding workflows using AI tools to reduce friction, improve data accuracy, and increase operational efficiency to facilitate smooth digital client onboarding and support
- You will learn about banking products, sales cycles and growth metrics
- Leveraging AI insights, you support identifying new deposit and consumer lending opportunities, increasing personalized outreach, and optimizing sales strategies
- You will help track campaign performance and support the development of reports to deliver actionable insights to stakeholders
- Through shadowing and knowledge transfer, you will learn more about customer retention and how to anticipate retention risks early
- Using AI and automations, you will help identify retention risks, personalize engagement strategies, and proactively deepen customer relationships to help expand product and service adoption per customer
- You will be exposed to all areas of solar lending, gaining deep insight into the product and loan process
- You will learn to support all aspects of the solar lending process and other values-aligned digital offerings, help implement AI-based tools to optimize loan application processing, reduce turnaround time, and enhance the digital customer experience
- You will help support the goal of increasing customer onboarding capacity per FTE by 50% through technology use
- You will also gain insight into the technology that powers our success
- You will meet and shadow our OneEthos development team to learn how to define detailed requirements, write user stories, and help prioritize the backlog of features
- Championing the use of AI tools and data-driven insights you will help inform product development and process enhancements
- You will champion our Mission fiercely and passionately by adopting and practicing a commitment to social, economic, environmental, and racial justice
Skills
- Experience delivering top notch customer service, ideally in a virtual/remote environment
- Customer-centric mentality and ability to develop strong relationships with customers, team members, and within the community
- Ability to take charge of work product and deliver consistently great results
- Fast learner with the ability to independently help customers and move projects along across various channels in a high-volume and high-pace environment
- Ability to anticipate and mitigate slowdowns while balancing efficiency and attention to detail
- Strong communication skills, confident, concise, and professional in various communication methods
- Understanding of banking or ability and curiosity to quickly attain such knowledge
- Commitment to becoming knowledgeable about regulatory requirements and branch protocols
- Ability to seek and expand understanding of products and services
- Quick to learn new tools and excited by innovation
- Deep understanding of AI, automation technology, and creating technology-driven efficiencies
- Strong organizational skills, ability to manage time effectively, and stay focused under pressure
- Ability to contribute positively to a team environment
Company Overview