OneEthos - Operations Intern (Fall 2026)

• Customer Obsessed Service • 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 will help support the goal of achieving an AI agent resolution rate of 80% or better and an overall Customer Satisfaction Score of 80% or higher. • AI Powered Client Onboarding • 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 help support the goal of achieving a time to completion reduction of 50%. • Technology Driven Sales Optimization • 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. • Proactive Customer Retention • 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. • Solar Lending • 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. • Support the Development Team • 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. • Mission and Impact • Mission and Impact • You will champion our Mission fiercely and passionately by adopting and practicing a commitment to social, economic, environmental, and racial justice. You will apply curiosity and interest in our core values and pursue education related to sustainability practices. • What You Will Leverage in this Internship: • Your Customer Obsession • You have experience delivering top notch customer service, ideally in a virtual/ remote environment, which is complemented by your customer-centric mentality and ability to develop strong relationships with customers, team members and within the community. You have a strong affinity for customer service, business development, community involvement and brand building. • Your Entrepreneurial Self-Starter Mentality • You love taking charge of your work product and take great pride in delivering consistently great results. You’re a fast learner and once you know what is expected of you, you run with it — independently helping customers and moving projects along across various channels in a high-volume and high-pace environment. You understand what it takes to bring tasks to completion, have the ability to anticipate and mitigate slowdowns and have a unique ability to balance efficiency and attention to detail. A high-pace and high-expectation environment excites you and you can’t wait to push yourself to new professional heights in a company that rewards high performance. • Your Master Communicator Expertise • Whether it's on camera, phone, or chat—you're confident, concise, and professional. You listen deeply and respond thoughtfully. • Your Banking Acumen • You understand banking or have the ability and curiosity to quickly attain such knowledge. Once you understand a process, you consistently look for ways to improve it or to complete it more efficiently. You are also committed to becoming a compliance wiz and actively strive for excellent knowledge of regulatory requirements and branch protocols. Lastly, you relentlessly seek and expand your understanding of our products and services and never miss an opportunity to speak eloquently about the Bank. • Your Tech-Forward Thinking • You're quick to learn new tools and excited by innovation. You have a deep understanding of AI, automation technology and creating technology driven efficiencies. • Your Organization & Efficiency Guru Status • You manage your time like a pro, stay focused under pressure, and keep your workflow humming. You love putting your head down and getting into the groove but also appreciate changing routines. You’re a master note-taker and checklist fanatic and consider “dropped balls” a four-letter word. • Your Commitment to Being a Team Player • You lift others up, share ideas, and bring positive energy to everything you do. You know what it takes to operate as a part of a larger team and cherish opportunities to contribute to the big picture. • How We Work Together at OneEthos: