Commercial Services 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

Commercial Services Relationship SpecialistAt Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements.Commercial Services Relationship SpecialistSalary Range: $64,480 - $87,360+ annuallyPosition SummaryThe Commercial Services Relationship Specialist supports the Banks commercial client service efforts by assisting Relationship Managers in servicing and growing commercial relationships. This position plays a key role in preparing for client interactions, coordinating internal resources, and learning the fundamentals of commercial relationship management through hands-on experience. While not directly responsible for managing a portfolio or meeting revenue goals, the specialist will actively contribute to team success and prepare for future progression into a Commercial Services Relationship Manager (CSRM) role.Primary AccountabilitiesSupport Relationship Managers with client outreach, call preparation, onboarding, and service coordination.Assist in creating call plans, presentation materials, and follow-up communications 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 within the Client Management System (CRM).Participate in client meetings, internal sales huddles, and relationship strategy sessions to gain exposure and develop skills.Learn and apply the fundamentals of commercial banking products and services, client analysis, and market strategy.Develop knowledge of the Banks commercial structure, compliance requirements, and service delivery standards.The role requires occasional travel for training and team meetings and a willingness to travel periodically to locations within market as needed.May require work in a Midland office to ensure collaboration and support of internal and external customers.Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA).Other duties as assigned.Position QualificationsEducation/Experience:Bachelors degree in Finance, Business, Accounting, or related field preferred.13 years of experience in a financial services, business development, or client support role.Strong interest in developing a career in Commercial Banking.Familiarity with commercial products and services is a plus.Excellent oral, written, and interpersonal communication skills with the ability to instruct others, interpret documents, and write reports and correspondence.Excellent organizational and time management skills.Ability to deal with complex problems involving multiple facets and variables in non-standardized situationsCompetencies:Business insightCultivates innovationDrives resultsMakes sound decisionsBeing a brand championCollaboratesCommunicates effectivelyCustomer focusBeing AuthenticEmotional IntelligenceSelf developmentBeing flexible and adaptableIf you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at [e-mail] JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENTAt Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. Were proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here.If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at [e-mail] States Bank may use automated tools and artificial intelligence (AI) to assist with recruiting, screening, and hiring decisions. In accordance with the Illinois Human Rights Act (effective January 1, 2026), these tools are designed and monitored to be neutral and job-related, and must not be used in a way that discriminates against applicants or employees based on any protected characteristic.THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENTCompensation details: 64480-87360 Yearly SalaryPId89fbb8ba480-25404-41570759