Commercial Deposit Client Specialist - 9200933622255_1

Burke & Herbert Bank & Trust CLASSIFICATION Non-exempt REPORTS TO Commercial Deposit Support Manager JOB DESCRIPTION Summary/Objective Provides operational and onboarding support for business and commercial customers utilizing electronic banking services. This role serves as a subject matter resource for ACH and wire origination, Remote Deposit Capture (RDC), and Business and Commercial Online Banking platforms. The position ensures accurate setup, ongoing support, and compliant use of digital deposit services while supporting strong risk management and a high level of customer and banker service. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ??? Support the onboarding, maintenance, and servicing of Business Online Banking and Commercial Online Banking customers, including user entitlements, account access, and security controls. ??? Provide operational support for ACH and wire originators, including: o Initial setup and validation of origination agreements o Limits, roles, dual control, and approval workflows o Maintenance of templates, users, and entitlements o Resolution of operational issues and inquiries ??? Serve as a primary support resource for Remote Deposit Capture (RDC) customers, including: o Customer setup and equipment coordination o Deposit troubleshooting and exception resolution o Deposit corrections, adjustments, and user inquiries ??? Partner with Commercial Bankers, Treasury Management, branches, Fraud, Compliance, and Deposit Operations to support efficient onboarding and issue resolution. ??? Ensure all onboarding and servicing activities comply with applicable bank policies, NACHA rules, Reg E/Reg CC (as applicable), wire transfer requirements, and internal controls. ??? Review documentation for completeness and accuracy, including resolutions, agreements, and customer authorizations. ??? Monitor requests for risk indicators and escalate higher???risk activity or exceptions in accordance with established procedures. ??? Assist with testing, implementation, and support of system enhancements impacting commercial digital banking services. ??? Maintain accurate records and documentation to support audits, regulatory examinations, and quality assurance reviews. ??? Contribute to the development and maintenance of procedures, job aids, and training materials related to commercial deposit services. Other Duties ??? Scans/Images and indexes documents as View the full job description on the employer's website. Equal employment opportunity, including veterans and individuals with disabilities. PI287077198 / 13-1141.00 Compensation, Benefits, and Job Analysis Specialists