UNKNOWN

ADAPTED_NOW

Works with the client, Midland Investment Management Group and/or the assigned Portfolio Manager to select the appropriate investment line-up from the approved investment list prepared by Midland and conduct periodic fund analysis and performance reviews with the client. Services a diverse book of retirement plan accounts that consists mostly of accounts ranging from start-up plans to mid-tier level accounts ($1 million - $6 million) with some large-tier level accounts ($7 million plus).

YEAR

Position Title: Retirement Plan Officer/Consultant Locations: Rockford_IL Time Type: Full time Req ID: JR1322-Rockford_IL At Midland, we’re proud to be a little different. You can see it in our bright orange signs-but 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." 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. Retirement Plan Officer/Consultant Salary Range: $89,950 - $119,950+ annually Position Summary Develops and manages qualified and non-qualified retirement plans (401(k), 403(b), 457, profit sharing, deferred compensation, top hat, and defined benefit) established by employers by interacting with employers through correspondence, face-to-face and virtual meetings, and employer's centers of influence (attorneys, accountants, consultants, and advisors). Service management includes, but is not limited to, ensuring that employers complete all IRS and DOL documents and amendments. Ensures delivery of services and communications to plan sponsors, trustees, administrators, and participants. Responsible for pursuing, developing, and growing assigned retirement plan book of business assets under management through additional retirement plan and rollover opportunities and responsible to identify new business opportunities for other bank departments from the assigned book of business to make referrals to the appropriate department(s). Primary Accountabilities <ul><li>Services a diverse book of retirement plan accounts that consists mostly of accounts ranging from start-up plans to mid-tier level accounts ($1 million - $6 million) with some large-tier level accounts ($7 million plus).</li><li>Manages the employer relationship regarding the retirement account.</li><li>Communicates with Retirement Plan Administrator II, Retirement Plan Enrollment/Education Specialist, and Retirement Plan Administrator I to understand and be aware of items that these individuals are working on in servicing the account as far as day-to-day administration and employee education.</li><li>Periodically reviews account fee schedules using Retirement Plan Services Pricing Model to determine the appropriate fee schedule for accounts that results in a profitable relationship for the client and the Bank.</li><li>Works with the client, Midland Investment Management Group and/or the assigned Portfolio Manager to select the appropriate investment line-up from the approved investment list prepared by Midland and conduct periodic fund analysis and performance reviews with the client.</li><li>Uses technical, compliance and plan knowledge to solve plan issues and communicate resolutions to clients.</li><li>Keeps updated on all changes in the law under ERISA, the Internal Revenue Code, DOL regulations and all other applicable federal regulations that affect the administration of retirement plans for the clients.</li><li>Consults with clients about plan designs to best meet goals of their program.</li><li>Collaborates with Retirement Plan Administrator to complete annual compliance testing and ensures accuracy per plan elections, as needed.</li><li>Coordinates and collaborates with Retirement Plan Specialist to facilitate and/or conduct on-site participant education meetings, as needed.</li><li>Develops new and additional business among existing customers.</li><li>Accurate and timely maintains account files, including correspondence, memoranda, and other required documentation.</li><li>Obtains all required documentation to open new accounts and to close accounts.</li><li>Ensures individual plan compliance with plan provisions.</li><li>Conducts face-to-face meetings and makes telephone calls to existing clients for purposes of keeping informed, maintaining and enhancing the relationship.</li><li>Participates in the business development and marketing efforts for retirement plans through contacting and meetings with prospects and other professionals.</li><li>Assists with completion of RFPs.</li><li>The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed.</li><li>May require work in a Midland office to ensure collaboration and support of internal and external customers. </li><li>Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA).</li><li>Other duties as assigned.</li></ul> Position Qualifications Education/Experience: <ul><li>Bachelor's Degree (four-year college or university).</li><li>3-10 years of previous experience in administering and servicing retirement plans with a comprehensive understanding and knowledge of ERISA and federal regulations associated with the retirement plan industry.</li><li>3-5 years previous experience in investment management or advanced credentials or certifications in investments or administration of retirement plans.</li><li> Experience in administering and servicing retirement plans with a comprehensive understanding and knowledge of ERISA and federal regulations associated with the retirement plan industry and previous experience in investment management.</li><li>6 years minimum of experience in administering and servicing retirement plan.</li><li>Analytical skills to complete detailed fundamental analysis on asset allocation.</li><li>Understanding of fixed income, equity, and alternative investments.</li><li>Strong understanding of business and economics to research target companies and determine potentially profitable investments.</li><li>Ability to articulate ideas concisely.</li><li>Ability to work in a dynamic and fast past environment.</li><li>Demonstrated success working in team environment.</li><li>Ability to meet time constraints without constant supervision.</li><li>Excellent written and verbal communication.</li><li>Professionalism and courtesy in dealing with customers and bank employees.</li><li>High degree of accuracy with attention to detail required.</li></ul> Competencies: <ul><li>Business insight</li><li>Cultivates innovation</li><li>Drives results</li><li>Makes sound decisions</li><li>Being a brand champion</li><li>Collaborates</li><li>Communicates effectively</li><li>Customer focus</li><li>Being Authentic</li><li>Emotional Intelligence</li><li>Self development</li><li>Being flexible and adaptable</li></ul> 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 HR@midlandsb.com. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. 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. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here. 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 HR@midlandsb.com. Midland States Bank may use automated tools and artificial intelligence (“AI”) to assist with recruiting, screening, and hiring decisions. In accordance with the Illinois Human Rights Act (effective January 1, 2026), these tools are designed and monitored to be neutral and job-related, and must not be used in a way that discriminates against applicants or employees based on any protected characteristic. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT Compensation details: 89950-119950 Yearly Salary PI83860cb306af-25401-40247120

Midland States Bank

Retirement Plan Officer/Consultant

Analysis Skills

Asset Management

Bank Secrecy Act

Banking Services

Business Development

Business Plan

Communication Skills

Compensation Management

Compensation and Benefits

Consulting

Customer Relations

Detail Oriented

Documentation

ERISA (Employee Retirement Income Security Act of 1974)

Economics

Equity Securities

Federal Laws and Regulations

Fee Schedule

File Maintenance

Fixed Income Investments

Follow Through

Fundamental Analysis

Futures

Investment Analysis

Investment Management

Investment Services

Legal

Maintain Compliance

Marketing

Performance Reviews

Precision Testing

Presentation/Verbal Skills

Problem Solving Skills

Product Pricing

Regulations

Regulatory Compliance

Request for Proposals (RFP)

Retirement Plan

Sales Prospecting

Service Delivery

Staff Training

Startup

Time Management

Willing to Travel

Writing Skills

JobTarget

FEED

We are seeking Remote Travel Agents to assist clients in planning vacations, from cruises to all-inclusive getaways. This flexible, work-from-home role is perfect for self-motivated individuals looking for a rewarding opportunity.

Position Overview Are you passionate about travel and helping others create unforgettable experiences? We are seeking Remote Travel Agents to assist clients in planning vacations, from cruises to all-inclusive getaways. This flexible, work-from-home role is perfect for self-motivated individuals looking for a rewarding opportunity.Responsibilities<ul><li> Assist clients in booking travel experiences and vacation packages </li><li> Recommend destinations and options based on preferences and budgets </li><li> Monitor travel deals and industry updates </li><li> Maintain communication via phone, email, and digital platforms </li><li> Manage reservations, payments, and travel details </li><li> Provide outstanding customer support at every stage </li></ul>Requirements<ul><li> Excellent communication skills </li><li> Comfortable using computers and online tools </li><li> Self-motivated and organized </li><li> Positive mindset and coachable attitude </li><li> Passion for travel is a bonus </li><li> Training provided for all new hires </li></ul>What We Offer<ul><li> Flexible scheduling options </li><li> 100% remote work </li><li> Training and mentorship programs </li><li> Travel perks and discounts </li><li> Career advancement potential </li></ul>Work Location: Remote (U.S.-based candidates preferred)

Roamarae Global Travel

Remote Travel Agent

Budgeting

Customer Support/Service

Mentoring

Organizational Skills

Training Program

Travel Industry

Work From Home

Manatal

We serve the luxury travel niche, curating journeys that embrace luxury and slow travel—savoring each moment, immersing in culture, and valuing quality over speed. Travel industry savvy and AI tools for quick personalization (preferred, not required - zero experience also welcomed.

Remote Travel Customer Service AgentWe're seeking a passionate Remote Travel Agent to delight clients and ensure every journey is seamless magic.Responsibilities<ul><li>Connect with clients to understand their needs, resolve issues, and exceed expectations on every trip detail.</li><li>Handle inquiries via email, chat, phone—transforming concerns into a happy yes.</li><li>Spot trends in client feedback to refine services and personalize support for luxury escapes.</li><li>Optimize response funnels, minimizing delays and boosting satisfaction scores.</li><li>Nurture relationships post-booking, ensuring smooth travels from itinerary to homecoming.</li><li>Deliver top-tier, high-touch service with empathy, expertise, and a smile </li></ul>Nice to Have<ul><li>Travel industry savvy and AI tools for quick personalization (preferred, not required - zero experience also welcomed</li><li>Stellar communication skills.</li><li>Experience with social media platforms</li></ul>What You Get<ul><li>Fully remote work</li><li>Comprehensive onboarding and training</li><li>Great team atmosphere</li><li>Big growth potential</li></ul>Who We Are We serve the luxury travel niche, curating journeys that embrace luxury and slow travel—savoring each moment, immersing in culture, and valuing quality over speed.Ready to be the hero behind epic adventures? Apply now and elevate your career!

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