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TM Client Implementation & Support Specialist Job Opening In Alexandria – Now Hiring Burke & Herbert Bank


Job description

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.

  • 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.
  • Other Duties

  • 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.
  • Skills/Abilities

  • 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
  • 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 maybe required for this position.

    Education and Experience

  • 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
  • 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.

    Required Skill Profession

    Computer Occupations


    • Job Details

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    Unlock Your TM Client Potential: Insight & Career Growth Guide


    Real-time TM Client Jobs Trends (Graphical Representation)

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    The Work Culture

    An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at Burke & Herbert Bank adheres to the cultural norms as outlined by Expertini.

    The fundamental ethical values are:

    1. Independence

    2. Loyalty

    3. Impartiapty

    4. Integrity

    5. Accountabipty

    6. Respect for human rights

    7. Obeying United States laws and regulations

    What Is the Average Salary Range for TM Client Implementation & Support Specialist Positions?

    The average salary range for a varies, but the pay scale is rated "Standard" in Alexandria. Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively. We advise reading the full job specification before proceeding with the application to understand the salary package.

    What Are the Key Qualifications for TM Client Implementation & Support Specialist?

    Key qualifications for TM Client Implementation & Support Specialist typically include Computer Occupations and a list of qualifications and expertise as mentioned in the job specification. The generic skills are mostly outlined by the . Be sure to check the specific job listing for detailed requirements and qualifications.

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    Interview Tips for TM Client Implementation & Support Specialist Job Success

    Burke & Herbert Bank interview tips for TM Client Implementation & Support Specialist

    Here are some tips to help you prepare for and ace your TM Client Implementation & Support Specialist job interview:

    Before the Interview:

    Research: Learn about the Burke & Herbert Bank's mission, values, products, and the specific job requirements and get further information about

    Other Openings

    Practice: Prepare answers to common interview questions and rehearse using the STAR method (Situation, Task, Action, Result) to showcase your skills and experiences.

    Dress Professionally: Choose attire appropriate for the company culture.

    Prepare Questions: Show your interest by having thoughtful questions for the interviewer.

    Plan Your Commute: Allow ample time to arrive on time and avoid feeling rushed.

    During the Interview:

    Be Punctual: Arrive on time to demonstrate professionalism and respect.

    Make a Great First Impression: Greet the interviewer with a handshake, smile, and eye contact.

    Confidence and Enthusiasm: Project a positive attitude and show your genuine interest in the opportunity.

    Answer Thoughtfully: Listen carefully, take a moment to formulate clear and concise responses. Highlight relevant skills and experiences using the STAR method.

    Ask Prepared Questions: Demonstrate curiosity and engagement with the role and company.

    Follow Up: Send a thank-you email to the interviewer within 24 hours.

    Additional Tips:

    Be Yourself: Let your personality shine through while maintaining professionalism.

    Be Honest: Don't exaggerate your skills or experience.

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    Body Language: Maintain good posture, avoid fidgeting, and make eye contact.

    Turn Off Phone: Avoid distractions during the interview.

    Final Thought:

    To prepare for your TM Client Implementation & Support Specialist interview at Burke & Herbert Bank, research the company, understand the job requirements, and practice common interview questions.

    Highlight your leadership skills, achievements, and strategic thinking abilities. Be prepared to discuss your experience with HR, including your approach to meeting targets as a team player. Additionally, review the Burke & Herbert Bank's products or services and be prepared to discuss how you can contribute to their success.

    By following these tips, you can increase your chances of making a positive impression and landing the job!

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