Business Treasury Advisor & Relationship Partner

OSP LP

Palatine (IL)

On-site

USD 65,000 - 100,000

Full time

11 days ago
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Benefits offered by this job

401k
Medical insurance
Life insurance
Dental
PTO & holidays

Job summary

First Bank & Trust of Illinois is seeking a Business Banker to be the primary day-to-day contact for commercial and business clients on deposit and treasury relationships. This advisory role emphasizes service over sales, focusing on understanding client operations and solving real problems with treasury solutions.

The ideal candidate will bring experience with treasury platforms, strong communication, and a relationship-first mindset to deliver a seamless client experience across onboarding,

Qualifications

  • Bachelor's degree in business, finance, accounting, or equivalent experience.
  • 3+ years of experience in commercial banking, business banking, treasury management, or a related role.
  • Hands-on experience with treasury management platforms and products, including online banking and fraud tools.
  • Strong understanding of commercial deposit products and commercial payment systems.
  • Clear written and verbal communication; ability to explain technical systems clearly.
  • Relationship-first mindset: patient, consultative, and building trust with clients.
  • Detail-oriented and organized, with documentation, controls, and compliance focus.
  • Proficiency with Microsoft Office suite.
  • Ability to travel locally 15% of the time.

Responsibilities

  • Serve as the main point of contact for an assigned portfolio of business, commercial banking, and non-profile organization clients.
  • Earn a reputation as a knowledgeable advisor so clients turn to you first with questions or new business needs.
  • Coordinate with lending, operations, fraud, and compliance colleagues for a consistent client experience.
  • Identify opportunities to deepen relationships through additional services or referrals.
  • Guide clients through onboarding and ongoing use of business online banking and treasury services.

Skills

Clear written and verbal communication
Relationship-building
Attention to detail
Travel ability (15%)
Problem solving

Education

Bachelor's degree or higher in business/finance/accounting

Tools

Microsoft Office

Job description

First Bank & Trust of Illinois is seeking a Business Banker to be the primary day-to-day contact for commercial and business clients on deposit and treasury relationships. This advisory role emphasizes service over sales, focusing on understanding client operations and solving real problems with treasury solutions.

The ideal candidate will bring experience with treasury platforms, strong communication, and a relationship-first mindset to deliver a seamless client experience across onboarding,

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