TM Client Implementation & Support Specialist - Military veterans preferred

Burke & Herbert Bank & Trust

We are building a Community Bank for the modern world and are looking for talented, passionate professionals to join our team. We’re looking for a dynamic and growth driven Treasury Management Client Implementation and Support Specialist to contribute to the expansion of our business and commercial relationships. The Treasury Management (TM) Client Implementation and Support Specialist role will support the Treasury Management Consultant team and other teams selling TM services by ensuring seamless communication, implementation, onboarding and ongoing training and support for TM clients.

 

Essential Functions
 Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Working closely with TM Sales teams and clients to ensure TM services are implemented timely and as expected.
2. Assisting the TM Sales team as needed with client proposals, analysis proformas, implementation and onboarding, client training and ongoing TM related service needs.
3. Setting up Business Online Banking, Commercial Online Banking and related Treasury Management services and pricing in the system ensuring efficient and accurate setup of services and receipt of appropriate documentation authorizing set up and related pricing.
4. Partnering with internal implementations and operations to ensure new TM services are established correctly and timely, and that client issues are addressed in a professional and responsive manner.
5. Meeting with TM prospects and clients either in person or by phone to assist in the sales process and providing TM training and product knowledge support.
6. Completing set up and maintenance of services in Business and Commercial Online Banking and other Treasury related systems as requested.
7. Ensuring an exceptional level of customer service and satisfaction in responding to TM related questions and needs from internal team members and existing and prospective clients.
8. Assisting with ongoing TM product education and training for internal teams (Retail, Business Banking, Commercial Banking, etc.).
9. Understanding any potential risk associated with any TM product and working with the appropriate departments to ensure all risks are identified and mitigated where necessary.
10. Achieving and exceeding assigned goals and objectives.

 

 

Other Duties

1. Staying abreast of TM related system functionality as enhancements/releases are deployed and keeping up on TM product knowledge, industry trends and competitor offerings.
2. Complies with all policies and procedures as applied to the Bank's BSA/AML policy.  
3. Perform other duties as assigned.
4. May open deposit accounts, complete related maintenance and documentation and follow up for TM related customers.

 

 

Skills/Abilities

1. Subject matter expert and working knowledge of TM products, services and systems
2. Excellent organizational skills and attention to detail
3. Excellent customer service skills
4. Sufficient in all Microsoft Office products
5. Strong written and communication skills
6. Ability to effectively present information and respond timely to questions from internal and external clients and prospects
7. Ability to analyze, evaluate and interpret information to formulate conclusions and recommendations
8. Strong ongoing collaborative relationship and team building skills within and across departments

 

Supervisory Responsibility

This position has no supervisory responsibilities.

 

Work Environment

This job operates in a clerical office setting.   This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.  Office environment with job duties conducted via telephone, face to face meetings, and on the computer.  

 

Physical Demands

This position requires manual dexterity, the ability to lift files and opening cabinets.  This position requires bending, stooping or standing as necessary.

 

Travel

Travel may be required for this position.

 

Education and Experience

1. 3+ years of business banking experience
2. Experience with TM products and services, preferably in a sales and/or support role
3. Experience with deposit account opening and maintenance
4. Experience with client facing support, presentations and training

 

Equal Employment Opportunity/M/F/disability/protected veteran status

 

 

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.   Duties, responsibilities and activities may change at any time with or without notice.

This employer is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law.



Equal employment opportunity, including veterans and individuals with disabilities.

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