at MIDLAND STATES BANK in Effingham, Illinois, United States
Job Description
Commercial Sales Assistant
Salary Range: $18.94 - $22.79 an hour
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.
Position Summary
The Sales Assistant-Commercial Services focuses on assisting Commercial Services Relationship Managers with the maintenance of existing clients and aids in the acquisition of new clients through proposal and document generation, etc. This position is responsible for maintaining and administering existing account services and searching for opportunities to expand existing relationships. This position is an individual contributor role, and works independently with a moderate amount of supervision from Relationship Managers, Team Leaders, and Sales Managers.
Primary Accountabilities
- 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 tea
PI238788708
Midland States Bank is an Equal Opportunity Employer and does not discriminate against any applicants for employment based on their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, physical or mental disability, genetic information, veteran status, uniformed service member status, or any other status protected by law.
