Business Banker, Treasury Management

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Full Time Palatine, IL, US

2 days ago Requisition

Salary Range: $65,000.00 To $85,000.00 Annually

The Business Banker is the primary day-to-day contact for our commercial and business clients on their deposit and treasury relationships. This is a service and advisory oriented role, not a quota-driven sales position. Success comes from knowing our clients' operations well, keeping them running smoothly on our treasury platforms, and finding out where our services can solve a real problem for them.

The ideal candidate is a trusted, steady presence who earns the confidence of business owners and their staff. Experience on the FIS Horizon core and/or Digital One Flex platform is strongly preferred.

Relationship management

• 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, reliable advisor so clients instinctively turn to you first with questions, problems, or new business needs
• Coordinate with lending, operations, fraud, and compliance colleagues so clients get one consistent experience
• Identify opportunities to deepen relationships through additional services, referrals to lending or other business lines, and participation in client events and referral partnerships

Treasury management and systems support

• Guide clients through onboarding and ongoing use of business online banking and related treasury services, including proper setup of user roles
• Review, approve, and process transactions for business clients when required by following established procedures
• Train client users on platform features and provide follow‑up training as their staff changes.
• Resolve service and processing issues quickly, serving as the liaison between clients and internal operations, IT, and vendor support teams until the client is satisfied

Onboarding and account maintenance

• Support commercial onboarding, including account opening, documentation review, and service agreement setup
• Complete or assist with customer due diligence (CDD), risk rating, and periodic review requirements in line with BSA/AML policy
• Keep client records, service profiles, and contact information accurate and current in the core system as well as within the required treasury management services documentation

Risk, fraud, and compliance

• Educate clients on fraud prevention tools and best practices, including dual control and payment verification procedures
• Recognize and elevate suspicious activity, unusual transaction patterns, and potential fraud in accordance with bank policy
• Follow all regulatory, audit, and internal control requirements, including BSA/AML, OFAC, and NACHA rules

Required

• Bachelor's degree in business, finance, accounting, or a related field, or equivalent experience
• 3+ years of experience in commercial banking, business banking, treasury management, or a closely related role
• Hands‑on experience with treasury management platforms and products, including business online banking, ACH, wires, and fraud tools, with the ability to learn new systems quickly and troubleshoot over the phone
• Strong understanding of commercial deposit products and commercial payment systems
• Clear written and verbal communication, with the ability to explain technical systems in plain language to clients and colleagues at every level
• Relationship‑first mindset: patient, consultative, and able to build long‑term trust with clients
• Detail‑oriented and organized, comfortable with documentation, controls, and compliance,…