2021 Virtual VBA Internship Program
Mentor Resources

Internal Links Monica McDearmon

You will find all 2021 VBA Internship Program materials, resources and templates on this page. The interns will also be given a link to their own resource webpage for use throughout the summer. Please contact Monica McDearmon with questions. 

Intern Registration Information

Banks are asked to register their interns by May 21, 2021. Please see the PDF below to complete the registration. Please note – you’ll need to copy pages 2 and 3 to register more than one intern for the program. Please contact Monica if you have any questions about this form.

2021 Mentor Orientation

VBA Certificate of Completion Requirements

Interns participating in the VBA Internship Program will be eligible to receive the Certificate of Completion if they meet the following requirements. Mentors are asked to send the certificate checklist and all necessary documentation to Monica no later than August 31st.

2021 Certificate of Completion Checklist - Fillable PDF
2021 Certificate of Completion Checklist - PDF

  • Complete an American Bankers Association (ABA) online training course OR equivalent online banking industry training (must be approved by the VBA). See below for more information on the ABA course options.
  • Complete a capstone project and presentation.
  • Participate in at least four of the virtual VBA events (Intern Orientation and at least three of the weekly Zoom meetings OR at least four of the weekly Zoom meetings).
  • Involvement in a community support or volunteer opportunity (banks will determine specifics of this based on opportunities throughout the summer).
  • Complete the VBA Internship Program self-evaluation.

ABA Online Course Information

Interns are required to complete an ABA online course OR equivalent online banking industry training (must be approved by the VBA*) to earn the VBA Certificate of Completion. 

2021 ABA Course Options

*To have an equivalent online banking industry training approved, please email Monica the following information:

  • Name of training provider.
  • Name of online course.
  • Brief course description.
  • Estimated amount of time spent to complete course.

Sample Banking Fundamental course schedules (four weeks, facilitated):

Capstone Project & Presentation

Throughout the summer, interns will complete a capstone project and presentation on a banking industry topic. This project will be due by a date agreed upon by the bank and intern, no later than August 6, 2021. Interns can either research one of the topic options listed below or a topic selected by the bank. Mentors will complete the capstone project and presentation rubrics at the conclusion of the project.

Weekly Zoom Meetings

The VBA will hold weekly Zoom meetings for all interns participating in the program. We hope this provides a platform for our interns to get to know one another, learn about the industry, and hear from banking professionals from across the Commonwealth.

These meetings will occur every Thursday at 10:00 a.m. starting June 10th and ending July 29th. 

Meeting Schedule & Guest Speaker Information:

  • Thursday, June 10th – Business Etiquette & Other HR Best Practices
    Suzie Allen, VBA, and Amy Mellinger, Powell Valley National Bank
  • Thursday, June 17th* – Enneagram Workshop
    Katie West (see below for more information)
  • Thursday June 24th - Q&A with Realworld Founder & CEO 
    Genevieve Ryan Bellaire
    EBL Guests: Terry Parker, TowneBank, and Brody Rotzoll, The Bank of Southside Virginia
  • Thursday, July 1st - VBA Emerging Bank Leaders Panel Discussion
    Panelists: Melissa Crawford, Chesapeake Bank; Scott Griffin, Skyline National Bank; and Dorothy Welch, Blue Ridge Bank
  • Thursday, July 8th - Capstone Project Rotation Discussions with VBA Emerging Bank Leaders
  • Thursday, July 15th – Presentation from the Federal Reserve Bank of Richmond
    JM Nemish & Brian Thompson, Federal Reserve Bank of Richmond
    EBL Guests: Jamie Johnson and Kari VanWassen, Farmers Bank
  • Thursday, July 22nd -

    Caitlin Croswell, American Bankers Association
    Interview Skills & Resume Tips
    Suzie Allen, VBA, and Justin Kimlel, Essex Bank
  • Thursday, July 29th – Capstone Project Discussions & Mini-Presentations
    Guests: EBL Members & VBA Staff

Enneagram Workshop with Katie West | June 17th, 10am – noon

*This session will run from 10 a.m. – noon and is designed for both the interns and their mentors.

During this session, interns and mentors will become familiar with the Enneagram to identify with one of the nine personality types so they can be aware of their own personality and use it in the best way possible while understanding general characteristics of other’s personality types. During the session, we will discuss:

  • Emotional Intelligence – position it as a core leadership competency to continually develop (good for professional and personal life) and the Enneagram as the tool to assist with that
  • Take away an understanding of the Enneagram personality typing system and how it operates as a fluid and dynamic system
  • Know ways to develop more effective connections with others based on their Enneagram type
  • Become familiar with the general characteristics of the 9 types
  • Become familiar with how each of the 9 types responds to stress and security
  • Assignment for post workshop learning experience

Enneagram Test Information

Before the session, mentors and interns may want to take a test to determine their Enneagram type. Below are two test options:

  • The RHETI from the Enneagram Institute. This test is one of the oldest in the market place have been available for over 20 years.  Katie recommends this test because it comes with a comprehensive report and the website is robust and full of good information too.  The test is $12. www.enneagraminstitute.com
  • EnneaApp. The EnneaApp has good information about the 9 types and makes for a nice, quick reference.  Simply search “EnneaApp” in the App Store on your phone to download the free app.

About Katie West:

Katie West is a 35+ year veteran of the banking  industry beginning as a part time teller with First Tennessee Bank through her role most previous role as Chief Talent Officer with Metropolitan Bank. She has spent the majority of her career leading various strategic learning and organizational development initiatives to facilitate change in the respective business and its people.

She has always believed that organizations must utilize various techniques to reach associates and assist them in ways to develop their career paths that are both beneficial to the organization and to the associates.   She also believes in developing younger colleagues with  strategic leadership competencies in the very beginning of their careers and helping seasoned leaders to continue to refine their skills throughout their career.   She knows personal growth and development begins with understanding one’s own personality and knowing how to appropriately use it in interaction with others.  This leads to exceptional career success. 

Currently Katie works with businesses, non-profits, and individuals that want to develop strong competency for emotional and intelligence through the development of keen self-awareness and social awareness, along with self-management and relationship management.  The Enneagram is her favorite tool to use with developing these essential life and leadership skills. 

She graduated from the University of Mississippi with a BBA in Management She holds a professional degree from the Consumer Bankers Association’s Graduate School of Retail Bank Management.   Katie currently enjoys spending time volunteering with  Memphis Gridiron Ministries, Second Presbyterian Church and serving on the Board of Nexus Leaders.


Evaluation Templates

  • Template - Competencies 
    This template can be used at a mid-summer and/or final intern evaluation and includes a list of recommended competencies against which you can evaluate the performance of your intern using a scale of 1-5.
  • Template - Final Evaluation by Supervisor 
    This comprehensive evaluation template can be used at the end of the summer and includes a variety of opportunities for the mentor to provide specific feedback on the intern’s overall performance.
  • Template - Mid Summer or Final Eval with Competencies 
    This evaluation template can be used at a mid-summer and/or final intern evaluation and includes summary of performance for specific learning objectives as well as a list of recommended competencies against which you can evaluate the performance of your intern using a scale of 1-5. 

Additional Learning Opportunities for Interns

Pathways to VBA Connect & Protect

As an additional educational opportunity, interns will have access to the monthly virtual sessions of Pathways to VBA Connect & Protect. The monthly Pathways sessions are by function area. Interns will register for each session they’d like to attend beginning in June.

Interns will also have access to the recordings and materials from all sessions, including the May sessions, which they will not have had the chance to attend live. Topics and sessions include:

Function Area Dates/Topics (All sessions will be held from 2:00-3:00 p.m. via Zoom; )
  • May 3: Reimagining Your Marketing Strategy in the Post-COVID World
  • June 7: The Magic of Marketing Automation is Doing More with Less
  • July 6: Making Your Digital Marketing Dollar Count
  • August 9: Mining for Gold: Driving Results with Your Data
Human Resources
  • May 24: Legal Hot Topics
  • June 28: Attracting and Retaining Talend in the Post-COVID World: Lessons Learned and Best Practices
  • July 26: Building Culture by Intention Amid Remote & Hybrid Workforce Model Shifts
  • August 30: HR Must Influence the Strategy, Not Just Implement It
  • May 17: Creating a Culture of Agility
  • June 21: Integrating DEI into Onboarding Learning Activities
  • July 19: Making Micro Work: 4 Approaches to Microlearning and Tips to Add Value for your Learners
  • August 26: Learning & Development Roles Re-imagined
Retail Banking
  • May 10: How to Re-Engage Your Team After a Pandemic
  • June 14: Eliminating the One-Size-Fits-All Approach: Building Modern Financial Experiences Through a Partner Marketplace
  • July 12: Clicks & Bricks: Blending the Convenience of Technology with the Branding Power of Brick & Mortar
  • August 16: Consumer Retail Banking Trends 
Enterprise Risk Management
  • May 18: 2021 and Re-Energized Bank Examination: What to Expect
  • June 22: ALCO and Balance Sheet Management in the Era of COVID-19
  • July 20: SOC Audit Reports
  • August 27: Managing Climate Change Risk Within the ERM Program
Operations & Technology
  • May 4: Stay Ahead of the Digital Demand
  • June 8: Five Faster Payments Updates from a Community Bank Insider
  • July 7: Elevating Your Fraud Prevention Strategies
  • August 10: Strategic Risk Taking
  • May 11: 2021 Cybersecurity Outlook
  • June 15: Outside the Box: Groundbreaking Innovations in Bank Security
  • July 13: Civil Unrest & Protests – How Banks Can Prepare
  • August 17: Bank Robbery in a Post-Pandemic World
  • May 25: Legal Update
  • June 29: Fair Lending Hot Spots
  • July 27: Banking Cannabis Customers
  • August 31: LIBOR and Its Implications on Commercial and Consumer Loans

Virginia Bankers School of Bank Management

The 2021 session of the Virginia Bankers School of Bank Management (Bank School) will be held in Charlottesville the week of August 2-6. On Tuesday, August 3, interns will have the opportunity to visit in-person and shadow the first year classes. More information on this opportunity will be available soon!


Interns will have access to Realworld modules throughout the summer. Realworld is a personalized “playbook” for life as an adult. Their free mobile application and website offer step-by-step guidance for decisions across finance, health and work life. They help young adults build a customized to-do list, conquer the starter pack of fundamentals and stay on track with personalized reminders and motivation from the Realworld community.

Realworld Login Instructions

Visit their website or find them in the Apple app store to create an account for free!


Registering your interns for YRichmond will provide access to weekly professional development virtual sessions and access to the YRichmond social communication platform. Topics for the virtual professional development sessions include:

  • Personal Branding
  • CEO Talks
  • Salary Negotiations
  • Personal Finance Series
  • Resumes & Cover Letters
  • Diversity & Inclusion
  • Social Series
  • A Variety of “Instagram Lives”
  • “Conversations with Doers”

2021 YRichmond Calendar & Pricing Guide

ChamberRVA Contact:
Sam Mayman, Government Affairs & Community Affairs Manager | ChamberRVA

Additional Resources for Mentors

The Virginia Employer Readiness Toolkit is a comprehensive document to aid the employer community in building and expanding internship and work-based learning opportunities for higher education students throughout the Commonwealth. The readiness toolkit provides information and key resources to employers as they consider implementing these programs either at their place of work or remotely. The toolkit helps employers with their readiness for interns to ensure quality of the experience for students, institutions and businesses. 

This annual survey was released in early March 2020. Technology and improving digital experience were common themes in this report, and CEOs said they would look to make improvements in two key areas: customer experience and back office operations. 

Acquiring new customers and recruiting and retaining talent topped the list of things keeping CEOs up at night. With respect to talent development, nearly half of respondents said they found it difficult or very difficult to recruit people with the skills they need to remain competitive, and many noted improvements to their compensation and benefits offerings in order to attract new talent.

Participating Banks & Mentor Contact Information

2021 Participating Banks:

  • American National Bank & Trust Co.
  • Atlantic Union Bank
  • Benchmark Community Bank
  • C&F Bank
  • Chain Bridge Bank
  • Skyline National Bank
  • The Bank of Southside Virginia
  • United Bank

2021 Mentor Contact List