Business Solutions Consultant

Burke & Herbert Bank & TrustAlexandria, VA
Onsite

About The Position

We are building a community bank for the modern world—one that delivers trusted advice, scalable solutions, and exceptional digital experiences to businesses across our footprint. The Business Solutions Consultant plays an important role in supporting the growth of our Business Banking and Retail Business lines. This position partners closely with business bankers and branch teams to support business acquisition, onboarding, and expansion by providing consultative expertise in business cash flow, payments, and digital banking solutions. This role is also actively engaged in client-facing sales, implementation, and training activities across our footprint.

Requirements

  • 5+ years of banking experience, preferably in business banking, treasury, payments, or consultative sales.
  • Demonstrated success in business development, customer solutions, and relationship growth.
  • Strong advisory aptitude with a proven track record of achieving goals.
  • Advanced proficiency in Microsoft Office (advanced skills in Excel and PowerPoint preferred).

Nice To Haves

  • Bachelor’s degree preferred, or equivalent education and experience.

Responsibilities

  • Serve as a Business Solutions advisor within business banking-retail business line to develop and provide education on business related solutions, structure, and consultative approach.
  • Assist the business bankers and retail team members with business focused solution discussions to facilitate new business acquisition and retention and expansion of existing business.
  • Work closely and meet regularly with retail and business banking partners to discuss pipelines and approach for business focused internal and prospect and client facing meetings.
  • Manage pre-plan tasks and meeting schedule to maintain effective support of business clients and business banking-retail units.
  • Prepare and present comprehensive client and prospect solution demos and presentations in addition to participating in and leading product refresher and updates to business banking and retail team members.
  • Identify business solutions, related deposit product process improvements and solutions by communicating client and prospect needs to the Business Solutions Consultant Manager.
  • Stay abreast of business solution product knowledge, industry trends and competitor offerings.
  • Understand any potential risk associated with any business solution offering and work with the appropriate departments to ensure all risks are identified and mitigated where necessary.
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