Commercial Banking Relationship Specialist

Midland States Bank; Dixon (IL); On-site; USD 64,000 - 87,000; Full time

Job summary

Midland States Bank seeks a Commercial Services Relationship Specialist to support Relationship Managers, prepare call plans, onboard clients, and coordinate services across Treasury Management, Credit, Merchant Services, and Operations. You will maintain CRM data and assist in client meetings to grow commercial relationships.

Learn the fundamentals of commercial banking products, client analysis, and market strategy while traveling to locations within market as needed.

Qualifications

• Bachelor's degree preferred in Finance, Business, Accounting or related field.
• Strong communication and interpersonal skills; ability to coordinate across teams.

Responsibilities

• Support Relationship Managers with client outreach, call preparation, onboarding, and service coordination.
• Assist in creating call plans, presentations, and follow-up materials for prospects and clients.
• Serve as a point of contact for internal coordination across Treasury Management, Credit, Merchant Services, and Operations.
• Maintain up-to-date client data and pipeline activity in CRM.
• Participate in client meetings and relationship strategy sessions to gain exposure.

Skills

Relationship management

Client outreach

CRM systems

Communication

Problem solving

Education

Bachelor's degree in Finance, Business, Accounting

Tools

CRM Software

Job description

Midland States Bank seeks a Commercial Services Relationship Specialist to support Relationship Managers, prepare call plans, onboard clients, and coordinate services across Treasury Management, Credit, Merchant Services, and Operations. You will maintain CRM data and assist in client meetings to grow commercial relationships.

Learn the fundamentals of commercial banking products, client analysis, and market strategy while traveling to locations within market as needed.