Treasury Management Relationship Advisor

OSP LP; Palatine (IL); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

401k

Medical & Life Insurance

Dental Insurance

PTO & Holidays

Dress code: business casual

Job summary

First Bank & Trust of Illinois is seeking a Business Banker to manage client treasury relationships and onboarding for commercial clients in Palatine, IL. The role emphasizes advisory service over sales, with platform guidance and cross-team coordination.

You will support onboarding, monitor risk and compliance, and deepen client relationships through additional treasury services. A preferred background includes FIS Horizon and Digital One Flex experience.

Qualifications

• Bachelor's degree in business, finance, accounting, or related field (or equivalent experience).
• 3+ years in commercial banking, treasury management, or related role.
• Hands-on experience with treasury management platforms and products (online banking, ACH, wires, fraud tools).
• Strong understanding of commercial deposit products and payment systems.
• Clear written and verbal communication; able to explain technical concepts plainly.
• Relationship-first mindset with the ability to build long-term trust.
• Detail-oriented, organized, and compliant with documentation and controls.
• Proficiency with Microsoft Office suite; ability to travel locally ~15%.

Responsibilities

• Relationship management: main contact for assigned business clients and ensure a consistent experience across teams.
• Treasury management and systems support: onboard and guide clients on treasury services and related platforms.
• Onboarding and account maintenance: assist with onboarding, documentation, and due diligence per policy.
• Risk, fraud, and compliance: educate clients on fraud prevention and monitor for suspicious activity; follow regulatory rules.

Skills

Communication skills

Relationship building

Problem solving

Attention to detail

Microsoft Office

Financial acumen

Adaptability

Education

Bachelor's degree in business, finance, accounting, or related field

Tools

FIS Horizon core

FIS Digital One Flex

Business online banking

Fraud tools

Job description

First Bank & Trust of Illinois is seeking a Business Banker to manage client treasury relationships and onboarding for commercial clients in Palatine, IL. The role emphasizes advisory service over sales, with platform guidance and cross-team coordination.

You will support onboarding, monitor risk and compliance, and deepen client relationships through additional treasury services. A preferred background includes FIS Horizon and Digital One Flex experience.