Commercial Services Relationship Specialist

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

Benefits offered by this job

Comprehensive healthcare

Well-being benefits

Paid family leave

Generous paid time off

Banking perks

Employee Stock Purchase Plan

401K plan with company match

Non-Qualified Deferred Compensation

Job summary

Midland States Bank is seeking a Commercial Services Relationship Specialist in Dixon, Illinois. You will support Relationship Managers, prepare for client interactions, and coordinate internal resources to grow commercial relationships.

Ideal candidates have 1–3 years in financial services, strong communication, and a desire to advance into a CSRM role. Occasional travel and office-based collaboration are expected.

Qualifications

• Excellent oral, written, and interpersonal communication skills.
• Bachelor's degree in Finance, Business, Accounting, or related field preferred.
• 1-3 years of experience in a financial services, business development, or client support role.

Responsibilities

• Support 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 Bank’s commercial structure, compliance requirements, and service delivery standards.

Skills

Excellent communication

Interpersonal skills

Time management

Education

Bachelor's degree in Finance, Business, Accounting, or related field

Job description

At 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 Specialist Salary Range: $64,480 - $87,360+ annually

• comprehensive healthcare
• well‑being benefits
• paid family leave
• generous paid time off
• banking perks
• an Employee Stock Purchase Plan
• 401K plan with company match
• opportunity to participate in our Non‑Qualified Deferred Compensation plan

Position Summary

The Commercial Services Relationship Specialist supports the Bank's 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 Accountabilities

• Support 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 Bank’s 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 Qualifications

• Education/Experience: Bachelor's degree in Finance, Business, Accounting, or related field preferred.
• 1-3 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 situations.

Competencies

• Business insight
• Cultivates innovation
• Drives results
• Makes sound decisions
• Being a brand champion
• Collaborates
• Communicates effectively
• Customer focus
• Being Authentic
• Emotional Intelligence
• Self development
• Being flexible and adaptable

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].

We're 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.

We're proud to be a little different. You can see it in our bright orange signs—there's more to it than that. With our heartfelt and personalized approach, we're focused on meeting every customer's needs with the brightest solutions. For more than 140 years, we've learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. We're innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel. You might say we're unlike any other bank. And you'd be right.