Banking and Financial Services Jobs in Dubuque, IA

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, Colorado, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.

The Universal Banker I plays a key role in driving new customers and business while expanding existing relationships for Nicolet and your branch, serving as a trusted frontline advisor who reflects Nicolet's culture, values, and commitment to an exceptional customer experience.

In this role, you provide efficient, accurate teller services; deliver strong customer service across all channels; educate customers on digital tools; and proactively identify financial needs to recommend appropriate solutions. You also play a critical role in referring customers to Personal Bankers and lending specialists for deposit accounts, consumer loans, home equity loans, and credit cards. You help sustain branch performance through relationshipbuilding, needsbased referrals, operational accuracy, and compliance excellence.

As a Universal Banker I, you will:

Customer Experience & Relationship Building:

• 
  
• Provide welcoming and professional service across inperson, phone, and digital channels.
  
• Engage customers in needsbased conversations to understand goals and introduce appropriate solutions.
  
• Deliver prompt assistance for routine servicing inquiries; escalate or refer as needed.
  
• Build trust by following through on requests and ensuring customers feel valued.
  
• Contribute to the achievement of business objectives by conducting internal and external sales calls and other business development activities.
  

Teller Operations & Cash Management:

• 
  
• Accurately process deposits, withdrawals, loan payments, transfers, cashier's checks, and other transactions.
  
• Maintain proper cash handling, dualcontrol procedures, balancing routines, and vault/ATM support as assigned.
  
• Identify suspicious activity, follow fraudprevention steps, and escalate concerns promptly.
  

Customer Referrals & Product Education:

• 
  
• Identify customer needs and refer opportunities to Personal Bankers or lending specialists for new accounts, consumer loans, home equity loans/lines, and credit cards.
  
• Educate customers on digital tools such as mobile banking, online banking, and estatements.
  
• Support achievement of branch sales and referral goals through disciplined engagement and followup.
  

Problem Resolution & Support:

• 
  
• Research and resolve routine issues such as transaction discrepancies, fee questions, and debitcard concerns within authority.
  
• Escalate more complex servicing matters to Personal Bankers or leadership.
  

Operational Excellence, Risk & Compliance:

• 
  
• Adhere to operational standards, security practices, and regulatory requirements including BSA/AML, KYC, OFAC, Reg CC, and Reg E.
  
• Protect customer data, ensure confidentiality, and follow documentation procedures.
  
• Maintain auditready accuracy in all teller work and branch support tasks.
  

Team Collaboration & Community Engagement:

• 
  
• Participate in daily huddles and collaborate with team members to meet branch goals.
  
• Support community outreach efforts and represent Nicolet in local engagement activities.
  
• Assist with branch operations needs such as supplies, scheduling coverage, or special projects.
  

General:

• 
  
• Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
  
• Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  
• Performs all other duties as assigned.
  

Qualifications:

• 
  
• High school diploma or equivalent required.
  
• 1+ years of cashhandling and customerservice experience required.
  
• Prior banking or retail financialservices experience preferred.
  

Benefits:

• 
  
• Medical, Dental, Vision, & Life Insurance
  
• 401(k) with a company match
  
• PT0 & 11 1/2 Paid Holidays
  

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.

Equal Opportunity Employer/Veterans/Disabled

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, Colorado, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.

The Universal Banker I plays a key role in driving new customers and business while expanding existing relationships for Nicolet and your branch, serving as a trusted frontline advisor who reflects Nicolet's culture, values, and commitment to an exceptional customer experience.

In this role, you provide efficient, accurate teller services; deliver strong customer service across all channels; educate customers on digital tools; and proactively identify financial needs to recommend appropriate solutions. You also play a critical role in referring customers to Personal Bankers and lending specialists for deposit accounts, consumer loans, home equity loans, and credit cards. You help sustain branch performance through relationshipbuilding, needsbased referrals, operational accuracy, and compliance excellence.

As a Universal Banker I, you will:

Customer Experience & Relationship Building:

• 
  
• Provide welcoming and professional service across inperson, phone, and digital channels.
  
• Engage customers in needsbased conversations to understand goals and introduce appropriate solutions.
  
• Deliver prompt assistance for routine servicing inquiries; escalate or refer as needed.
  
• Build trust by following through on requests and ensuring customers feel valued.
  
• Contribute to the achievement of business objectives by conducting internal and external sales calls and other business development activities.
  

Teller Operations & Cash Management:

• 
  
• Accurately process deposits, withdrawals, loan payments, transfers, cashier's checks, and other transactions.
  
• Maintain proper cash handling, dualcontrol procedures, balancing routines, and vault/ATM support as assigned.
  
• Identify suspicious activity, follow fraudprevention steps, and escalate concerns promptly.
  

Customer Referrals & Product Education:

• 
  
• Identify customer needs and refer opportunities to Personal Bankers or lending specialists for new accounts, consumer loans, home equity loans/lines, and credit cards.
  
• Educate customers on digital tools such as mobile banking, online banking, and estatements.
  
• Support achievement of branch sales and referral goals through disciplined engagement and followup.
  

Problem Resolution & Support:

• 
  
• Research and resolve routine issues such as transaction discrepancies, fee questions, and debitcard concerns within authority.
  
• Escalate more complex servicing matters to Personal Bankers or leadership.
  

Operational Excellence, Risk & Compliance:

• 
  
• Adhere to operational standards, security practices, and regulatory requirements including BSA/AML, KYC, OFAC, Reg CC, and Reg E.
  
• Protect customer data, ensure confidentiality, and follow documentation procedures.
  
• Maintain auditready accuracy in all teller work and branch support tasks.
  

Team Collaboration & Community Engagement:

• 
  
• Participate in daily huddles and collaborate with team members to meet branch goals.
  
• Support community outreach efforts and represent Nicolet in local engagement activities.
  
• Assist with branch operations needs such as supplies, scheduling coverage, or special projects.
  

General:

• 
  
• Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
  
• Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  
• Performs all other duties as assigned.
  

Qualifications:

• 
  
• High school diploma or equivalent required.
  
• 1+ years of cashhandling and customerservice experience required.
  
• Prior banking or retail financialservices experience preferred.
  

Benefits:

• 
  
• Medical, Dental, Vision, & Life Insurance
  
• 401(k) with a company match
  
• PT0 & 11 1/2 Paid Holidays
  

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.

Equal Opportunity Employer/Veterans/Disabled

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, Colorado, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.

The Financial Advisor is responsible for managing existing client relationships and formulating and implementing advice. They are also expected to develop new client relationships and often work with, train, and supervise other staff in client service delivery.

As a Financial Advisor, you will be responsible for the following:

General:

• 
  
• Manages client relationships assigned by the firm and helps clients achieve wealth goals.
  
• Makes critical client decisions such as creating or reviewing financial plans, implementing investment policies and strategies, and recommending investment products.
  
• Coordinates and works closely with the client service team, including Financial Advisors, support staff and administrative staff.
  
• Markets the firm and develops its reputation with referral sources and the community.
  
• Attracts new clients to the firm.
  
• Serves on the firm's Investment Committee or performs due diligence of the investment managers used by the firm.
  
• Supervises the work of other advisors and administrative support.
  
• Participates in critical management and service decisions, including vendor evaluation and the design of processes.
  
• Develops and maintains internal and external Center of Influence (COI) relationships.
  

Advisory:

• 
  
• Prepares and updates financial plans, including working with clients to obtain the necessary information and ensure that it is accurately entered into the firm's financial planning systems.
  
• Works with other VP Financial Advisors to discuss, review and finalize financial planning assumptions and design decisions.
  
• Works with the client and under the supervision of VP Regional Director to obtain information and prepare risk profiles and if applicable, investment policy statements.
  
• Coordinates the transfer of client assets to the firm during new client onboarding, working closely with the operations team.
  
• Develops asset allocation strategies and works with the investment team or on her/his own to implement the strategy.
  
• Rebalances portfolios as directed by the investment committee and the Lead Financial Advisor working with the client.
  
• Participates in all client meetings and adds value to the meeting through the delivery of presentations, facilitation of discussions and preparation of information.
  
• Creates custom worksheets and analysis where needed to answer client questions or research investment opportunities.
  
• Researches new investment products and vendors.
  
• Facilitates the adoption of new technology by the client service teams and trains others as necessary.
  
• Frequently supervises and trains Wealth Analysts, Financial Advisors and at times the Wealth Administrative Assistants.
  
• Advises clients on appropriate financial products in the context of their plans.
  

Supervisory Responsibilities:

• 
  
• Wealth Analysts and Financial Advisors, if applicable.
  

Qualifications:

• 
  
• Has earned an undergraduate degree in a related discipline such as Accounting, Finance or Economics
  
• Completion of FINRA Securities Industries Essentials (SIE) and Series 65, and Series 7 and Series 66
  
• Holds appropriate advisory licenses as required by the SEC and state agencies
  
• Completion of CFP program and examination
  
• Brings a minimum of five years and a median of seventeen years of experience in the role
  
• PC, phone system, general office equipment
  
• Demonstrates expert knowledge of Microsoft Office applications, especially Excel
  
• Strong verbal and written communication skills and strong interpersonal skills
  
• Ability to maintain strict confidentiality
  
• Ability to effectively promote Nicolet as an employer of choice
  
• Basic knowledge of banking positions
  
• Strong organizational, multi-tasking and prioritizing skills
  
• Self-motivated and resourceful
  
• Strong leadership and delegation skills
  

Benefits:

• 
  
• Medical, Dental, Vision, & Life Insurance
  
• 401(k) with a company match
  
• PT0 & 11 1/2 Paid Holidays
  

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.

Equal Opportunity Employer/Veterans/Disabled

We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.

Remote working/work at home options are available for this role.