Burke & Herbert Bank · 1 day ago
TM Client Implementation & Support Specialist
Alexandria, VA, US
Full-time
Onsite
Mid Level
3+ years expBurke & Herbert Bank is building a Community Bank for the modern world and is looking for a dynamic Treasury Management Client Implementation and Support Specialist. This role supports the Treasury Management Consultant team by ensuring seamless communication, implementation, onboarding, and ongoing training for TM clients.
Financial Services
Responsibilities
Working closely with TM Sales teams and clients to ensure TM services are implemented timely and as expected
Assisting the TM Sales team as needed with client proposals, analysis proformas, implementation and onboarding, client training and ongoing TM related service needs
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
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
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
Completing set up and maintenance of services in Business and Commercial Online Banking and other Treasury related systems as requested
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
Assisting with ongoing TM product education and training for internal teams (Retail, Business Banking, Commercial Banking, etc.)
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
Achieving and exceeding assigned goals and objectives
Staying abreast of TM related system functionality as enhancements/releases are deployed and keeping up on TM product knowledge, industry trends and competitor offerings
Complies with all policies and procedures as applied to the Bank's BSA/AML policy
Perform other duties as assigned
May open deposit accounts, complete related maintenance and documentation and follow up for TM related customers
Qualification
Required
3+ years of business banking experience
Experience with TM products and services, preferably in a sales and/or support role
Experience with deposit account opening and maintenance
Experience with client facing support, presentations and training
Subject matter expert and working knowledge of TM products, services and systems
Excellent organizational skills and attention to detail
Excellent customer service skills
Sufficient in all Microsoft Office products
Strong written and communication skills
Ability to effectively present information and respond timely to questions from internal and external clients and prospects
Ability to analyze, evaluate and interpret information to formulate conclusions and recommendations
Strong ongoing collaborative relationship and team building skills within and across departments
Company
Burke & Herbert Bank
Burke & Herbert Bank provides banking services for personal, business, and wealth management needs.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
David Boyle
President and CEO
Jennifer Schmidt
Executive Vice President & Chief Risk Officer
Recent News
MarketScreener
2025-12-18
Morningstar.com
2025-10-31
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