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Midland States Bank · 4 hours ago

Sales Assistant - Commercial Services

Effingham, IL

Full-time

Onsite

Entry Level

$20/hr - $23.27/hr

2+ years exp

Midland States Bank is a unique financial institution focused on providing personalized banking solutions. The Sales Assistant - Commercial Services will assist Relationship Managers in maintaining existing client accounts and acquiring new clients through various administrative tasks and documentation processing.

BankingFinanceFinancial ServicesWealth Management

Responsibilities

Completes account maintenance requests and ensures proper authorization for Operations or Support representatives

Collaborates with Commercial Services Support and Treasury Management Ops teams to provide assistance to current clients with Commercial Service products

Prepares documentation for new and existing business accounts, ensuring accurate processing within the system

Ensures all required documentation for business accounts are properly executed, scanned, and indexed within Synergy

Processes daily overdraft reports for Commercial Services Relationship Managers

Tracks and responds to all Pricing and Risk Ticklers, ensuring timely processing and resolution

Resolves operational problems reported by customers in a timely manner

Works with Credit to establish and maintain current risks and limits for Commercial Services Products

Prepares and executes agreements, implementation documentation, and processes/procedures to establish new customers on our systems

Orders Remote Deposit Capture scanners on client’s behalf

Gathers background information for potential prospective customers to provide to Commercial Services Relationship Manager(s) when requested

Records all relevant customer interaction and requests in Salesforce

Reviews business accounts in a dormant or pre-dormant status and reaches out to clients to follow the dormant status removal process

Collaborates with Service and Operations teams, Product Management, and Relationship Managers to address and resolve consistent issues

Reviews monthly Account Analysis Statements for accuracy of pricing and fee application for current clients

Processes debit card requests for new and existing clients in collaboration with Support and Operations

Assists in providing bank statements and account analysis statements to internal and external clients

Serves as a liaison with Retail to enroll new and existing clients into Commercial Services and products

Collaborates with Operations and Support to process check orders for new and existing clients

The role requires occasional travel for training and team meetings, and 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

Qualification

Financial services experienceBank operations experienceTreasury managementSalesforceDocumentation preparationCommunication skillsOrganization skillsAttention to detailTeamworkAdaptability