Nicolet National Bank Jobs in Usa
32 positions found
N
Retail Digital Banking Specialist I
✦ New
Salary not disclosed
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, 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.
Provides operational support and troubleshooting to bank personnel and customers primarily in deposit application systems related to electronic payments, i.e., Retail Online Banking, and any ancillary services. Includes data entry and research as well as creative problem solving.
As a Retail Digital Banking Specialist, you will:
Qualifications:
Benefits:
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
Provides operational support and troubleshooting to bank personnel and customers primarily in deposit application systems related to electronic payments, i.e., Retail Online Banking, and any ancillary services. Includes data entry and research as well as creative problem solving.
As a Retail Digital Banking Specialist, you will:
- Provide operational support and troubleshooting to internal customers in deposit system applications including maintaining accurate product, service, and account data on core processing systems.
- Process and provide operational support for daily electronic transactions and products including Retail Online Banking and any ancillary services.
- Provide necessary reporting to bank management.
- Review daily reports to identify and correct possible errors or omission issues.
- Identify and suggest process improvements for daily tasks and department functions.
- 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 Nicolet.
- Ability to understand 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. 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:
- Minimum of 1-2 years of digital banking experience.
- Minimum of 1-2 years of administrative experience.
- PC, phone system, general office equipment
- Ability to maintain strict confidentiality
- Ability to maintain regular and reliable attendance.
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
N
Personal Banker II
🏢 Nicolet National Bank
Salary not disclosed
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 Personal Banker II will play a key role in driving new customers and business while expanding existing relationships for Nicolet and your branch. You serve as a trusted financial advisor-bringing a more advanced level of expertise, particularly in Home Equity and broader consumer lending-while exemplifying Nicolet's culture, values, and commitment to an exceptional customer experience.
In this elevated role, you engage customers with deeper, consultative conversations to understand their financial goals, recommend sophisticated solutions, and provide comprehensive guidance across deposit, digital, and lending needs. You support and often lead consumer lending activities-including Home Equity products-by gathering and analyzing credit information, structuring applications, preparing files, and guiding customers through approval and closing.
As an experienced frontline advisor, you help drive branch growth, manage a more complex customer portfolio, and strengthen longterm relationships through proactive outreach, targeted financial guidance, and consistent delivery of Nicolet's service standards.
As a Personal Banker II, you will:
- Advanced Customer Experience & Advisory Engagement:
- Deliver a highly personalized and consultative customer experience across inperson, phone, and digital channels.
- Conduct deeper financial conversations to understand short and longterm needs and recommend appropriate deposit, lending, and digital solutions.
- Serve as a primary point of contact for more complex customer relationships, partnering internally when additional expertise is needed.
Account Opening, Servicing & Transaction Support:
- Open and service consumer and smallbusiness (as authorized) accounts; complete account maintenance and ensure accuracy of documentation.
- Process deposits, withdrawals, payments, transfers, official checks, and related financial transactions.
- Assist with debit/ATM issuance, safedeposit access, check orders, foreign currency exchange (as applicable), and digital banking troubleshooting.
Home Equity & Advanced Consumer Lending:
- Lead or assist in originating consumer loans with emphasis on Home Equity Loans and Home Equity Lines of Credit (HELOCs).
- Analyze credit reports, debttoincome ratios, collateral, and applicant financials to inform product recommendations.
- Prepare and package loan applications, gather required documentation, and manage the loan process through approval, closing, and file completion.
- Stay informed on lending regulations, pricing structures, underwriting standards, and policy changes.
- Support credit administration, resolve exceptions, and maintain regulatory compliance for all lending activity.
Sales, Referrals & Portfolio Development:
- Identify opportunities to expand relationships through product recommendations, financial education, and proactive outreach.
- Use available reports and tools to identify customer needs, product gaps, and targeted calling opportunities.
- Contribute to the achievement of business objectives by conducting internal and external sales calls and other business development activities.
- Refer customers to internal specialists (mortgage, commercial banking, wealth) to ensure a comprehensive financial experience.
- Meet and exceed assigned individual and branchlevel sales, service, and referral goals.
Problem Resolution & Case Management:
- Research and resolve escalated or complex service issues, account discrepancies, loan questions, digital banking problems, and transaction disputes.
- Provide clear communication and followthrough to ensure customer confidence and satisfaction.
Operational Excellence, Risk & Compliance:
- Maintain strong operational controls and adhere to Nicolet policies, regulatory requirements, and security protocols.
- Support branch operations including teller backup, vault duties, balancing, dualcontrol procedures, and audit preparation.
- Uphold confidentiality, fraud prevention protocols, and high standards of data integrity.
Team Collaboration & Community Engagement:
- Collaborate with teammates to support branch goals, participate in daily huddles, and contribute to a positive and inclusive environment.
- Represent Nicolet in community events and build relationships that strengthen pipeline development and brand presence.
- Provide informal coaching and support for newer employees, especially on lending fundamentals.
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; additional education in business or finance preferred.
- Minimum 2-3 years of banking experience, including personal banking or advanced teller responsibilities.
- Prior experience in consumer lending or foundational credit analysis strongly preferred.
- Demonstrated ability to meet sales, service, and referral goals.
Benefits:
- Medical, Dental, Vision, & Life Insurance
- 401(k) with a company match
- PT0 & 11 1/2 Paid Holidays
Hiring Pay Range: $21.50 to $28.50
The starting pay range for this position is commensurate with experience. The compensation offered to a candidate may be influenced by a variety of factors including skills, qualifications, experience, and location. Nicolet offers a competitive benefits package, including but not limited to medical, dental, vision, paid time off, and a 401(k) plan.
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
N
Universal Banker II
✦ New 🏢 Nicolet National Bank
Salary not disclosed
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 II will play 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.
You perform all responsibilities of a Universal Banker I-including teller operations, digital support, and needsbased referrals-with the added capability of opening and servicing consumer deposit accounts. You engage customers in deeper financial conversations, recommend appropriate Nicolet solutions, and ensure accurate, compliant accountopening experiences. You also play an important role in identifying and referring credit opportunities, connecting customers with Personal Bankers or lending specialists.
You help support branch performance through strong customer engagement, proactive referrals, accurate operations, and adherence to regulatory and compliance standards.
As a Universal Banker II, you will:
Customer Experience & Relationship Building:
Deliver welcoming, professional service across inperson, phone, and digital channels.
Conduct meaningful, needsbased conversations to understand customer goals and recommend solutions.
Provide accurate assistance for servicing requests with timely followup to ensure satisfaction.
Teller Operations & Cash Management:
- Accurately process deposits, withdrawals, loan payments, transfers, cashier's checks, and other transactions.
- Balance cash drawer; assist with vault, ATM, night depository, and dualcontrol responsibilities.
- Identify suspicious or fraudulent behavior and escalate appropriately.
Deposit Account Opening & Servicing - Primary Differentiator:
- Open and service consumer deposit accounts (checking, savings, money market, CDs).
- Complete account maintenance, customer information updates, and documentation reviews accurately.
- Ensure compliance with onboarding, KYC, CIP, identity verification, and policy requirements.
- Educate customers on account features, benefits, and digital access tools.
Sales, Referrals & Financial Guidance:
- Identify financial needs and recommend appropriate Nicolet products and services.
- Meet referral, service, and activity expectations aligned with branch goals.
- Refer customers to partners for consumer loans, home equity loans/lines, credit cards, business banking, and investment/wealth services.
- Maintain disciplined outreach, followups, and pipeline management.
- Contribute to the achievement of business objectives by conducting internal and external sales calls and other business development activities.
Problem Resolution & Service Recovery:
- Resolve account issues, transaction discrepancies, fee inquiries, and debitcard concerns with professionalism.
- Use sound judgment to escalate complex issues to Personal Bankers or leadership.
Operational Excellence, Risk & Compliance:
- Follow Nicolet policy and applicable regulations (BSA/AML, KYC, OFAC, Reg CC, Reg E, privacy, and security).
- Maintain accurate records, documentation, and auditready practices.
- Adhere to branch operations procedures and riskmitigation standards.
Team Collaboration & Community Engagement:
- Participate in team huddles; share observations and support branch goals.
- Represent Nicolet in community involvement and customerengagement activities.
- Provide informal support to Universal Banker I colleagues, helping build skill and confidence.
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.
- 1-2 years of banking, customer service, or cashhandling experience required.
- Prior experience opening consumer deposit accounts preferred.
- Exposure to branch sales, referrals, and basic financialservices concepts strongly 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
N
Branch Manager
✦ New 🏢 Nicolet National Bank
Salary not disclosed
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.
As a Branch Manager, you are responsible for driving new business Nicolet and your branch. Coach and drive daily sales process, lead team in achieving planned performance goals, acquiring new consumer and business customers; initiate referrals to partners, deepen all existing customer relationships, and are proactive in developing business inside and outside of the branch. You lead all facets of sales, service and operations of the branch.
As a Branch Manager, you will:
Qualifications:
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
As a Branch Manager, you are responsible for driving new business Nicolet and your branch. Coach and drive daily sales process, lead team in achieving planned performance goals, acquiring new consumer and business customers; initiate referrals to partners, deepen all existing customer relationships, and are proactive in developing business inside and outside of the branch. You lead all facets of sales, service and operations of the branch.
As a Branch Manager, you will:
- Foster a culture aligned to Nicolet's purpose, core values and strategy and role models Nicolet values and behaviors in all that they do.
- Develop and execute a branch business plan to maximize business growth, wallet share and achieve customer retention and acquisition objectives.
- Contribute to the achievement of business objectives by conducting sales calls, establishing a personal referral network and other business development activities.
- Maintain active involvement in the community and develops key business and community relationships.
- Improve team performance, recognizes and rewards performance, coach employees, support their development and manages poor performance.
- Deepen consumer and business customer relationships by providing a memorable customer experience.
- Coach and deliver needs-based sales process to proactively identify the financial needs of current or prospective customers and recommends appropriate solutions to meet those needs.
- Cultivate key internal partnerships to drive business in trade area.
- Manage overall operations of the branch, adhering to all operational, security, risk and regulatory related policies and procedures.
- Maintain knowledge and educates teams on all products, services, technology and policies.
- Actively lead the recruitment/hiring/onboarding process ensuring team is staffed with colleagues suitable for Nicolet's culture.
- Develop and maintain a network in the community to enhance Nicolet's visibility and builds strong referral sources for new business.
- Support Nicolet's community involvement and participates in community activities.
- Create a culture that attracts, retains and grow a team that values diversity, inclusion, and engagement.
- Ensure proper operations/risk discipline, controls and culture are in place to identify, escalate and debate issues.
- 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:
- Associates degree in banking, Finance or related field
- 3-5-years retail banking experience required
- 5+ years retail banking with management 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
N
Universal Banker I
✦ New 🏢 Nicolet National Bank
Salary not disclosed
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
Hiring Pay Range: $17.00 to $22.00
The starting pay range for this position is commensurate with experience. The compensation offered to a candidate may be influenced by a variety of factors including skills, qualifications, experience, and location. Nicolet offers a competitive benefits package, including but not limited to medical, dental, vision, paid time off, and a 401(k) plan.
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
N
Personal Banker I
✦ New 🏢 Nicolet National Bank
Salary not disclosed
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 Personal 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 financial advisor who reflects Nicolet's culture, values, and commitment to exceptional customer experience.
In this role, you engage customers in meaningful, needsbased conversations to provide tailored financial guidance, support account openings and servicing, and assist with transactions across channels. You proactively identify opportunities to deepen relationships through education, referrals, and recommending solutions. You also support consumer lending by assisting with inquiries, gathering information, and preparing loan applications, referring to specialists when appropriate.
As a Personal Banker I, you will:
Customer Experience & Relationship Building:
Account Opening, Servicing & Transactions:
Sales, Referrals & Financial Guidance:
Consumer Lending Support:
Problem Resolution & Issue Management:
Operational Excellence, Risk & Compliance:
Team Collaboration & Community Engagement:
General:
Qualifications:
Benefits:
Hiring Pay Range: $21.50 to $28.50
The starting pay range for this position is commensurate with experience. The compensation offered to a candidate may be influenced by a variety of factors including skills, qualifications, experience, and location. Nicolet offers a competitive benefits package, including but not limited to medical, dental, vision, paid time off, and a 401(k) plan.
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
The Personal 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 financial advisor who reflects Nicolet's culture, values, and commitment to exceptional customer experience.
In this role, you engage customers in meaningful, needsbased conversations to provide tailored financial guidance, support account openings and servicing, and assist with transactions across channels. You proactively identify opportunities to deepen relationships through education, referrals, and recommending solutions. You also support consumer lending by assisting with inquiries, gathering information, and preparing loan applications, referring to specialists when appropriate.
As a Personal Banker I, you will:
Customer Experience & Relationship Building:
- Deliver a highly personalized and consultative customer experience across in-person, phone, and digital channels.
- Conduct deeper financial conversations to understand short and long-term needs and recommend appropriate deposit, lending, and digital solutions.
- Serve as a trusted resource for service and account support.
Account Opening, Servicing & Transactions:
- Open and service consumer and small business deposit and loan accounts; complete account maintenance and ensure accuracy of documentation.
- Process deposits, withdrawals, payments, transfers, official checks, and related financial transactions.
- Assist with debit/ATM issuance, safe-deposit access, check orders, foreign currency exchange (as applicable), and digital banking troubleshooting.
Sales, Referrals & Financial Guidance:
- Identify opportunities to expand relationships through product recommendations, financial education, and proactive outreach.
- Use available reports and tools to identify customer needs, product gaps, and targeted calling opportunities.
- Contribute to the achievement of business objectives by conducting internal and external sales calls and other business development activities.
- Refer customers to internal specialists (mortgage, commercial banking, wealth) to ensure a comprehensive financial experience.
- Meet and exceed assigned individual and branch-level sales, service, and referral goals.
Consumer Lending Support:
- Educate customers on loan options.
- Prepare and process loan applications within authority.
- Maintain compliance in all lending interactions.
Problem Resolution & Issue Management:
- Research and resolve account discrepancies and issues.
Operational Excellence, Risk & Compliance:
- Adhere to regulations and operational standards.
- Support teller and vault operations as needed.
Team Collaboration & Community Engagement:
- Participate in team huddles and branch initiatives.
- Represent Nicolet in community outreach.
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.
- 2 years customer service/cash handling; banking preferred.
Benefits:
- Medical, Dental, Vision, & Life Insurance
- 401(k) with a company match
- PT0 & 11 1/2 Paid Holidays
Hiring Pay Range: $21.50 to $28.50
The starting pay range for this position is commensurate with experience. The compensation offered to a candidate may be influenced by a variety of factors including skills, qualifications, experience, and location. Nicolet offers a competitive benefits package, including but not limited to medical, dental, vision, paid time off, and a 401(k) plan.
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
N
Floating Universal Banker I
🏢 Nicolet National Bank
Salary not disclosed
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
N
Part Time Universal Banker I
🏢 Nicolet National Bank
Salary not disclosed
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. This is a part-time position and we are looking for someone who can work around 28 - 32 hours a week. Availability during all open hours is required.
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:
Teller Operations & Cash Management:
Customer Referrals & Product Education:
Problem Resolution & Support:
Operational Excellence, Risk & Compliance:
Team Collaboration & Community Engagement:
General:
Qualifications:
Benefits:
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
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. This is a part-time position and we are looking for someone who can work around 28 - 32 hours a week. Availability during all open hours is required.
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
N
Summer Universal Banker I
✦ New 🏢 Nicolet National Bank
Salary not disclosed
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:
Teller Operations & Cash Management:
Customer Referrals & Product Education:
Problem Resolution & Support:
Operational Excellence, Risk & Compliance:
Team Collaboration & Community Engagement:
General:
Qualifications:
Benefits:
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
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
N
Temporary Universal Banker I
✦ New 🏢 Nicolet National Bank
Salary not disclosed
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:
Teller Operations & Cash Management:
Customer Referrals & Product Education:
Problem Resolution & Support:
Operational Excellence, Risk & Compliance:
Team Collaboration & Community Engagement:
General:
Qualifications:
Benefits:
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
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
N
Universal Banker I - Full-Time
✦ New 🏢 Nicolet National Bank
Salary not disclosed
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:
Teller Operations & Cash Management:
Customer Referrals & Product Education:
Problem Resolution & Support:
Operational Excellence, Risk & Compliance:
Team Collaboration & Community Engagement:
General:
Qualifications:
Benefits:
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
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
N
Universal Banker I (Bilingual)
✦ New 🏢 Nicolet National Bank
Salary not disclosed
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.
- The ability to speak and translate fluent Spanish and English is required.
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
N
Personal Banker
🏢 Nicolet National Bank
Salary not disclosed
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 Personal Banker is primarily responsible for interacting with customers to complete transactions, opening and closing of accounts, resolving problems and cross-selling bank products and services. This position promotes business for the bank by maintaining a high level of customer service and by referring customers to appropriate staff where necessary.
As a Personal Banker, you will:
Qualifications:
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
The Personal Banker is primarily responsible for interacting with customers to complete transactions, opening and closing of accounts, resolving problems and cross-selling bank products and services. This position promotes business for the bank by maintaining a high level of customer service and by referring customers to appropriate staff where necessary.
As a Personal Banker, you will:
- Open a variety of accounts, verifies and processes changes to existing accounts, answers customer questions, and resolves related account problems to ensure customer satisfaction. Follows the guidelines of the continuity program with all new bank customers.
- Attract and retain customer relationships by extending a courteous greeting in person or by phone and by providing accurate and timely customer service which includes, but is not limited to, cashing checks, accepting deposits and withdrawals, handling loan payments, dispensing cashier's checks and bonds, processing savings withdrawals within established guidelines to ensure customer satisfaction.
- Assist in safe deposit box transactions. Runs foreign currency transactions and exchanges in foreign currency.
- Perform back-up teller duties and organizes, balances and proofs cash daily to maintain accurate transactions processed. Identifies payees and verifies signatures and endorsements.
- Stay current on applicable banking regulations and security procedures and practices to prevent fraud or other bank losses and to comply with regulatory requirements.
- Answer customer telephone inquiries promptly and professionally and provides accurate information in accordance with bank policies and procedures.
- Assist with night depository duties, to include logging bags, processing deposits, making change orders, issuing receipts, etc.
- Promote bank products and services by identifying customer needs and suggesting appropriate products and services to solidify and enhance customer account relationships. Recommends corrective services to resolve customer complaints.
- Engage proactively as a sales representative of bank products and services to existing and prospective customers within the community by active participation in community events and/or organizations.
- Maintain vault which includes balancing the vault daily and ordering and selling cash for the branch.
- Maintain inventory of cashier's checks and gift cards and ensures adequate supply at all branch locations (Green Bay office). Monitors supplies for front line and places orders when necessary.
- 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 Nicolet.
- Ability to understand 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. 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.
- Perform all other duties as assigned.
Qualifications:
- High School diploma or equivalent
- 2 years of customer service and cash handling experience required
- 2-3 years of teller and personal banking experience preferred
- PC, phone system, general office equipment
- Proficiency with Microsoft Office applications
- Ability to maintain strict confidentiality
- Ability to effectively promote Nicolet as a bank of choice
- In-depth knowledge of banking positions
- Strong organizational, multi-tasking and prioritizing skills
- Self-motivated and resourceful
- Strong verbal and written communication skills and strong interpersonal skills
Benefits:
- Medical, Dental, Vision, & Life Insurance
- 401(k) with a company match
- PTO & 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
N
Investment Analyst
✦ New 🏢 Nicolet National Bank
Salary not disclosed
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 Investment Analyst position is responsible for leveraging guidance from the Nicolet Wealth Investment Committee, trading software, and capital markets knowledge to assist in the management of investment portfolios for all clients.
As an Investment Analyst, you will:
Qualifications:
Benefits:
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
The Investment Analyst position is responsible for leveraging guidance from the Nicolet Wealth Investment Committee, trading software, and capital markets knowledge to assist in the management of investment portfolios for all clients.
As an Investment Analyst, you will:
- Work closely with Wealth Portfolio Managers, Wealth Advisors, and Trust Administrative Officers to maintain appropriate investment strategy/asset allocation for client portfolios based on client circumstances, objectives, and risk tolerance.
- Be an active contributor to Investment Committee and Investment Research Team through investment research, monitoring, and various projects.
- Pro-actively provide Portfolio Managers and Wealth Advisors timely, detailed information on proposed portfolio changes.
- Implement Investment Committee tactical asset allocation changes into client portfolios as they occur.
- Have a knowledge of investments and asset management strategies, products and services.
- Stay abreast of market news and trends and current legal and tax consequences of investment decisions.
- Provide clients with exceptional customer service during every interaction.
- Identify and refer business to other areas within the Bank as appropriate.
- Comply with all federal, state and local regulatory rules and regulations governing financial institutions, as well as all company policies and procedures.
- 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 Nicolet
- Ability to understand 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. 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
- Perform all other duties as assigned.
Qualifications:
- Bachelor's Degree Finance, Accounting, or Economics Required
- Chartered Financial Analyst (CFA) Program candidate Preferred
- Strong interest in investments with a desire to pursue a career in investments
- 3+ years Investment background is required
- Series 7 and 66 License preferred
Benefits:
- Medical, Dental, Vision, & Life Insurance
- 401(k) with a company match
- PTO & 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
N
Financial Advisor
🏢 Nicolet National Bank
Salary not disclosed
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:
Advisory:
Supervisory Responsibilities:
Qualifications:
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
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
N
Commercial Banker
✦ New 🏢 Nicolet National Bank
Salary not disclosed
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 Commercial Banker is responsible for administering and supporting the activities in Commercial Banking to accomplish department goals and objectives. This position is responsible for developing and maintaining a variety of commercial loan accounts (secured and unsecured) that meets established lending requirements and provide maximum profitability to the bank at minimum risk. They will also develop new loan relationships through referral and individual efforts in sales.
As a Commercial Banker, you will:
Qualifications:
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
The Commercial Banker is responsible for administering and supporting the activities in Commercial Banking to accomplish department goals and objectives. This position is responsible for developing and maintaining a variety of commercial loan accounts (secured and unsecured) that meets established lending requirements and provide maximum profitability to the bank at minimum risk. They will also develop new loan relationships through referral and individual efforts in sales.
As a Commercial Banker, you will:
- Attend to the needs of customer relationships and prospects seeking loans or lines of credit on terms that involve a varied amount of risk underwriting.
- Make decisions on loans and terms within lending limits or makes recommendations to the Senior Lending Officer.
- Manage portfolio within the terms approved and in conformity with bank's lending policy.
- Provide feedback to customers, where appropriate and within scope of expertise, concerning business management and financial matters to add value to relationships between the customer and bank.
- Develop new business by calling on prospects and customers for commercial loans with an emphasis on cross-selling bank products and services to establish a complete banking relationship between the customer and bank.
- Manage an on-going portfolio including but not limited to past dues, collateral exceptions, renewals, review and account management of overdrafts and collection activities, if necessary.
- Collect and analyze information that reflects the current financial position of customers and prospects with which analysis leads to a recommendation of credit structure and if appropriate closing the credit relationship.
- Participate in community affairs to contribute expertise, better understand the needs of the business community, increase the Bank's visibility and to enhance new business opportunities.
- Directs and manages work activity of administrative staff.
- Keep abreast of new regulations, policies and procedures relative to commercial lending and general economic trends.
Qualifications:
- High School Diploma or Equivalent/ Associate or Bachelor Degree in Finance, Accounting, Business Administration or similar
- 1-3 years of financial industry experience / 2-5 years Commercial Banking experience
Benefits:
- Medical, Dental, Vision, & Life Insurance
- 401(k) with a company match
- PTO & 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
N
Treasury Management Sales Officer I
✦ New 🏢 Nicolet National Bank
Salary not disclosed
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 Treasury Management Sales Officer I is responsible for developing, enhancing, and maintaining treasury business banking relationships with Nicolet National Bank. Partnering and building relationships with other business lines to help with cross sales of Treasury Management products and services.
As a Treasury Management Sales Officer I, you will be responsible for the following:
- Identifying new and existing commercial customers and determines what products and services would best meet their financial needs. Looking for opportunities to cross-sell and refer to other business lines.
- Planning and implementing a call schedule for those identified customers. The plan should include calling on customers with Commercial Bankers and annual reviews of products, services, and changes in their business with current customers.
- Developing a business plan for region to grow and maintain profitable relationships. Including call schedule as part of the plan.
- Meeting assigned annual sales goals to generate $5 - $10 million in core commercial deposits including DDA, MM and SAV and self-source two or more new commercial relationships.
- Leading and coordinating RFP requests on institutions, public funds/municipalities, and commercial companies.
- Ensuring and supporting the timely implementation of business product offerings, ensures the completion of applications and agreements, follows up to make sure everything is on schedule and may assist with installation of equipment.
- Following all processes and procedures utilizing the appropriate programs and documents customer interactions on a consistent basis.
- Contributing to attaining the region's annual growth budget for net deposit service charges not including NSF's.
- Developing a communication and presentation plan for key initiatives, sales training, product knowledge, and treasury management topics. Utilizing all communication channels, in-person branch or market meetings, emails, yammer, fact sheets etc.
- Staying informed on all commercial products and services to be able to provide the appropriate financial advice to our customers.
- 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:
- Bachelor's Degree in Finance or a related field.
- 3+ years of outside sales and customer service within the financial industry.
- 2+ years of Treasury Management experience is preferred.
- In depth knowledge of banking products and services.
Benefits:
- Medical, Dental, Vision, & Life Insurance
- 401(k) with a company match
- PT0 & 11 1/2 Paid Holidays
Hiring Pay Range: $60,000.00 to $85,000.00 per year
The starting pay range for this position is commensurate with experience. The compensation offered to a candidate may be influenced by a variety of factors including skills, qualifications, experience, and location. Nicolet offers a competitive benefits package, including but not limited to medical, dental, vision, paid time off, and a 401(k) plan.
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
N
Retirement Plan Services Consultant
🏢 Nicolet National Bank
Salary not disclosed
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 Retirement Plan Services Consultant is the responsible for managing client relationships, including employee education, and promoting trust and retirement plan services to new and existing customers.
As a Retirement Plan Services Consultant, you will:
Qualifications:
Benefits:
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
The Retirement Plan Services Consultant is the responsible for managing client relationships, including employee education, and promoting trust and retirement plan services to new and existing customers.
As a Retirement Plan Services Consultant, you will:
- Manage assigned client relationships and maintain contact with existing customers to ensure high quality service delivery and to develop additional business.
- Develop new retirement plan services and trust business.
- Keep abreast of new regulations relative to retirement plans and legal and tax consequences and strategies.
- Advise clients, concerning the design and administration of pension, profit sharing and other retirement benefit trust plans.
- Work with others in the trust department to achieve team goals and objectives, including assistance in the development of marketing/client materials.
- Support and participate in the management of the bank's goals and objectives through referrals and cross selling opportunities.
- Participate in community and business activities to enhance the image and position of the bank and to develop new business for the trust department.
- 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:
- 2+ years of Retirement Plan Services Consulting is required
- Bachelor's degree in business, Finance or related field of study preferred
- PC, phone system, general office equipment
- Proficiency with Microsoft Office applications
- Ability to maintain strict confidentiality
- Ability to effectively promote Nicolet as a bank of choice
- In-depth knowledge of banking positions
- Strong organizational, multi-tasking and prioritizing skills
- Self-motivated and resourceful
Benefits:
- Medical, Dental, Vision, & Life Insurance
- 401(k) with a company match
- PTO & 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
N
Trust Advisor
✦ New 🏢 Nicolet National Bank
Salary not disclosed
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 Trust Advisor's primary responsibilities are to administer Trust wealth accounts, including estates, trusts, and investment agencies, and to perform the daily operational functions of these accounts. The individual in this position should have a strong background and understanding of internal policies and procedures, compliance initiatives and projects, and in general keeps abreast of regulatory rules and Trust Operational functions and support Fiduciary Officers with account management and business development responsibilities. In this role it is critical to meet the needs of clients, trust beneficiaries and their advisors, co-fiduciaries and internal bank employees.
As a Trust Advisor, you will:
Qualifications:
Benefits:
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
The Trust Advisor's primary responsibilities are to administer Trust wealth accounts, including estates, trusts, and investment agencies, and to perform the daily operational functions of these accounts. The individual in this position should have a strong background and understanding of internal policies and procedures, compliance initiatives and projects, and in general keeps abreast of regulatory rules and Trust Operational functions and support Fiduciary Officers with account management and business development responsibilities. In this role it is critical to meet the needs of clients, trust beneficiaries and their advisors, co-fiduciaries and internal bank employees.
As a Trust Advisor, you will:
- Manage customer accounts on a personal basis that include resolving problems, providing customers with information and assistance regarding investment management, statements of accounts, taxes, and remittances.
- Direct the Trust Operations Department regarding daily account transactions such as wire and cash transfers, ACH disbursements, bill paying, and the opening and closing of accounts.
- Monitor transactions for completion and accuracy.
- Coordinate investment transactions with the Investment Department including but not limited to monitoring cash balances daily for purchases, transferring sales proceeds to money market accounts and following up on client's requests for purchases, sales or gifting.
- Coordinate the transfer of incoming assets to new or existing accounts, as well as the transfer of outgoing assets for terminating accounts.
- Prepare correspondence, Excel spreadsheets (i.e., miscellaneous reports for client budget worksheets, income projections and gifting schedules), assist with the production of PowerPoint presentations, and marketing materials.
- Coordinate and prepare tax-related payments information with clients and outside professionals.
- Provide information to Fiduciary Officers for client meetings.
- Organize with Fiduciary Officers to maintain client, beneficiary and advisor information in client files and account records on database management and trust accounting systems, assist with contact management input, sales, expense, and other internal reports.
- Keeps abreast of new regulations relative to trust administration and legal and tax consequences of investment decisions and strategies.
- Participate in community and business activities to enhance the image and position of the Bank and to develop new business for the trust department.
- 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:
- Bachelor Degree in Finance or Business and/or equivalent experience in a financial institution or brokerage house.
- 3+ year's personal trust relationship management or related experience.
- Certified Trust and Financial Advisor (CTFA) certification or marked progress towards achieving and ability to attain within 2 years of employment.
- Client-centered focus with excellent strategic thinking and consultative skills.
- Strong organizational, multi-tasking and prioritizing skills.
- PC, phone system, general office equipment.
- Proficiency with Microsoft Office applications.
- Ability to maintain strict confidentiality.
- Ability to effectively promote Nicolet as bank of choice.
- Self-motivated and resourceful.
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
N
Card Sales Specialist
✦ New 🏢 Nicolet National Bank
Salary not disclosed
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, 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.
This position is primarily responsible for working across internal departments to find sales opportunities and using a collaborative approach to close on those opportunities to help drive the credit and debit card portfolio growth.
As a Card Sales Specialist, you will:
Qualifications:
Benefits:
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
our people are our most valuable asset, and we are committed to investing in their growth and development.
This position is primarily responsible for working across internal departments to find sales opportunities and using a collaborative approach to close on those opportunities to help drive the credit and debit card portfolio growth.
As a Card Sales Specialist, you will:
- Credit Cards
- Work with Retail, Commercial, Ag, and Treasury Management Teams to find opportunities to cross sell our Nicolet Card Products
- Duties include a consistent cadence of calls and meetings with potential new customers to close on sales opportunities, new account onboarding, servicing existing credit/debit card accounts, and error resolution
- Escalation points of contact for Frontline, Call Center, and Operations teams for advanced servicing requests and issues
- Assist with training sessions for internal employees related to credit/debit card products
- Provide reporting & analysis for credit/debit card portfolio performance, trends, and opportunities to drive cardholder usage.
- Instant Issue
- Provide training to new retail bankers and branches for best practices.
- Maintain current Instant Issue procedures and communicate changes as needed to Frontline.
- Create, Review, and Provide Instant Issue reporting to appropriate teams.
- Special Projects
- Assist Project Teams with new product implementations.
- Assist Project Teams during Bank acquisitions & conversions.
- 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 Nicolet. Ability to understand 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. 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. Preferred Associate's degree in Business Administration, Finance, Accounting, or related field.
- 1-3+ years of retail banking experience
- PC, phone system, general office equipment
- Ability to maintain strict confidentiality.
- Solid judgment and decision-making skills
- Creativity and comfortability presenting in public.
- Have experience at Microsoft Office
- Willing and able to learn new programs and software.
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
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