Treasury Management Advisor II

First Financial Bank; Peoria (IL); On-site; USD 74,000 - 100,000; Full time

Benefits offered by this job

Benefits

Job summary

First Financial Bank in Peoria, IL is seeking a Treasury Management Advisor II to guide clients in optimizing cash flow, liquidity, and risk management. The role collaborates with businesses to analyze financial data and develop cash management solutions while ensuring regulatory compliance.

The advisor will build and maintain client relationships, expand deposits and fee income, and work with internal partners to deliver tailored treasury services.

Qualifications

• 3 years of banking experience.
• Bachelor’s Degree or equivalent combination of education and experience.

Responsibilities

• Develop new client relationships by Bank Partner introductions and self-sourced efforts.
• Generate organic growth in deposits and fee income through solution-oriented strategies to meet annual goals.
• Review, service and maintain client portfolios including Working Capital Analysis with internal stakeholders.
• Review portfolio profitability; manage exception pricing and account structures to minimize non-standard adjustments.
• Complete risk management reviews for ACH, Credit Card, and RDC Services.
• Introduce customers to other treasury-related service lines.
• Attend all bank-sourced Treasury Management trainings.

Skills

Banking experience

Education

Bachelor’s Degree or equivalent combination of education and experience

Job description

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written!

Job Profile Summary

The Treasury Management Advisor II is a financial professional that specializes in providing guidance and support to clients in managing their treasury operations. The incumbent will work closely with businesses and organizations to optimize their cash flow, liquidity, and risk management strategies. Responsibilities include analyzing financial data, developing cash management solutions, recommending investment strategies, and ensuring compliance with regulatory requirements. This role requires strong analytical skills, knowledge of financial markets, and the ability to build and maintain client relationships.

Essential Functions/Responsibilities

• Develop new client relationships by both Bank Partner introductions and directly self-sourced.
• Generate organic growth in both deposits and fee income through thoughtful solutions minded direction to achieve stated annual goals.
• Review, service and maintain client portfolio including Working Capital Analysis of client relationships along with other internal stakeholders.
• Review Portfolio profitability; manage all exception pricing and account structure to minimize Bank’s non-standard adjustments.
• Complete Risk Management reviews for ACH, Credit Card, and RDC Services.
• Introduce customers to other service related lines of business.
• Attend all Bank sourced training and instruction sessions as applicable to Treasury Management.

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job

• 3 years of banking experience.
• Bachelor’s Degree or equivalent combination of education and experience.

Preferred Knowledge and Skills

• Level of Complexity and Scope Performs work that requires analysis of complex information to devise client delivery solutions.
• Degree of Independence and Decision-Making Regularly uses evaluation, judgement, and interpretation to select the right course of action within established guidelines.
• Works with limited supervision and has work reviewed when necessary.

Required Supervisory Responsibilities

• No direct supervisory responsibilities.
• May help guide/mentor lower level Treasury Management Advisors.

Physical Requirements

• Frequently lifts and carries up to 10 lbs.
• Frequently sits, stands, walks and drives.
• Ability to regularly travel within assigned market to meet with clients and internal partners
• Ability to travel outside of market as needed

Compliance Statement

The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.

Development and Training

Pay Range: $74,000/year to $100,000/year

Benefits

We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide.

Incentive Eligibility

All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.

We are an E-Verify Employer.

At first financial bank, our mission is clear: to be the best bank to do business with, the best place to work, and the best financial partner for our shareholders and the communities we serve. We believe that how we work is just as important as what we achieve. That’s why we’re guided by core values that shape everything we do: Doing the right thing Teamwork Mutual respect Wellbeing Excellence Our success starts with our people. We know that when our associates are talented, engaged, and supported, they create outstanding results. If you're looking to be part of a team that values integrity, inclusion, and collaboration—and where your growth matters—you’ll find your future here.