Teams at Midland States Bank

Provides investment recommendations, financial planning, trust and investment management guidance to prospective and current clients. Conducts needs assessments, recommends products based on financial objectives and risk tolerance, develops client and referral relationships, generates sales opportunities, and ensures regulatory compliance. The role serves high-value bank clients, beneficiaries, and referral sources while representing the bank in the community and collaborating with internal teams.

Supports commercial banking Relationship Managers with client outreach, onboarding, call preparation, presentations, follow-up, and service coordination. Maintains CRM data and pipeline activity, coordinates internal teams, participates in client meetings, and develops knowledge of commercial banking products, client analysis, compliance, and relationship strategy. The role includes occasional travel for training and meetings and prepares the employee for progression into a Commercial Services Relationship Manager role.

Acquire, retain, and grow small business clients through outside sales, networking, and community engagement. Build pipelines, open and manage accounts, analyze financials and credit, originate loans, ensure underwriting and documentation accuracy, manage portfolio risk and delinquencies, track activity in CRM, ensure regulatory compliance (BSA), and collaborate with internal partners.