Sales Assistant - Commercial Services

Midland States Bank•St. Louis, MO

4d•$20 - $23

About The Position

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.

Requirements

Associate degree in business or a related field.
2 years of financial services experience.
2 years of bank operations experience.
Strong oral, written, and interpersonal communication skills.
Strong organization and time management skills.
Strong attention to detail.
Ability to work independently and as part of a team.

Nice To Haves

Experience in treasury management strongly preferred.

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.