Proactive Skills Example Jobs in Usa

For over 75 years, Ashley Furniture has been the largest home furnishings manufacturer, transforming homes worldwide. With our customer base continuously growing, we are expanding our reach by opening more stores to meet the increasing demand. Our dedication to quality, style, and affordability has solidified our reputation as a trusted and recognized brand worldwide.

Purpose at Ashley: Our Local Customer Care Agent is the operational backbone of our delivery ecosystem, supporting delivery recovery and customer communication across our Fulfillment Centers. These agents manage a demanding multi-channel workload that includes serving as the primary point of contact for all "hot" deliveriesany delivery that was not landed 100% and requires customer recovery. The team also manages our VIP process, which includes inspecting products and sending photos to customers to help manage expectations. Additionally, Customer Care Agents handle sending time frame communication, managing complex cases, communicating with customers regarding delivery complications at load out, supporting retail store teams, and maintaining proactive customer communication throughout the delivery and recovery journey.

What You'll Do:

Delivery Recovery & Issue Resolution:

• Handle hot delivery recoveries by identifying and addressing immediate challenges on the delivery route.
• Monitor active recoveries in real-time to ensure timely resolution of delivery delays or product issues.
• Resolve delivery issues before customer escalation by proactively identifying potential problems and implementing solutions.
• Coordinate with Regional Fulfillment Centers (RFCs) to arrange same-day and next-day recovery deliveries.
• Track recovery requests accurately across various RFC-specific systems and databases.
• Notify customers promptly of any delivery issues or delays discovered during the load-out or routing process.

VIP & Escalation Support:

• Provide elevated, white-glove service for VIP customers and complex, high-priority orders.
• Handle escalated delivery issues with empathy, professionalism, and a focus on immediate resolution.
• Coordinate closely with Store Operations and RFC personnel to align on solutions for escalated cases.
• Process recovery requests strictly within established response time windows to minimize customer wait times.
• Navigate multiple systems simultaneously, including Package AI, Storis, and Salesforce, to track orders and document resolutions.
• Document VIP processes accurately while maintaining strict adherence to Standard Operating Procedures (SOPs).

Cross-Functional Operations & Multi-Channel Support:

• Deliver multi-channel support seamlessly across driver chat, customer chat, and voice channels.
• Perform real-time problem-solving and make independent decisions to resolve logistical and customer service challenges.
• Execute escalation management protocols effectively when issues exceed standard resolution parameters.
• Maintain a proactive service model focused on issue prevention rather than just reaction.
• Apply comprehensive knowledge of company return policies, exchange processes, and warranty claims to assist customers.
• Demonstrate a strong understanding of delivery logistics, routing, and recovery operations.

Store & Customer Partnership:

• Serve as the critical link between retail stores and customers, ensuring unresolved issues are addressed with expert attention.
• Restore customer confidence and provide world-class experiences, especially in situations where service gaps have occurred.
• Own every customer issue from start to finish, demonstrating an unwavering commitment to exceptional service and follow-through.
• Complete any additional tasks or special projects assigned by management to support operational goals.

What You Bring:

• Legally authorized to work in the US
• At least 18 years old
• 1-2 years' experience in fast-paced environments, bilingual preferred
• Excellent phone etiquette, while expressing patience and professionalism with a customer-focused mindset
• Strong problem-solving skills, attention to detail while working in a fast-paced environment
• Experience with chat, phone and email support; including proficient in computer systems and programs such as Microsoft office and CRM systems
• Ability to work flexible hours, including weekends and holidays. Shifts may vary depending on schedule and business needs: Tuesday-Saturday: 7:30 am to 4:30 pm and/or 10 am to 7 pm
• Maintain reliable attendance
• Thrive in a team environment

What's In It for You:

When you join us, you are eligible to participate in our comprehensive benefits programs, which include:

• Extended health, dental benefits, and vision insurance
• Employee Discount from 10% - 30%
• Life/Disability Insurance
• Flex Spending Account
• 401K
• Paid Time Off

Ashley values its diversity and is proud to be an equal opportunity employer. All employment decisions are made on the basis of an individual's skills, qualifications, merit, and business needs.

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

As a dedicated Complex Auto Adjuster, you will adjust highly complex auto insurance claims presented by or against our members to include the end-to-end claims process and settling claims in compliance with state laws and regulations. Accountable for delivering best in class service, through setting appropriate expectations, proactive communications, advice, and empathy.

Within defined guidelines and framework, responsible to adjust highly complex auto insurance claims presented by or against our members to include the end-to-end claims process and settling claims in compliance with state laws and regulations. Accountable for delivering best in class service, through setting appropriate expectations, proactive communications, advice, and empathy.

We offer a flexible work environment that requires an individual to be in the office 3 days per week, after completing 3 months in office. This position will be based in our Colorado Springs, CO Campus locations only. Relocation assistance is not available for this position.

What you'll do:

• Investigates to determine coverage, liability, and physical damage including total loss settlements for highly complex auto claims.

• Negotiates liability for comparative negligence (claimant or adverse carrier).

• Identifies coverage concerns, reviews prior loss history, determines, and creates Special Investigation Unit (SIU) referrals, when appropriate.

• Interacts with multiple parties to gather information (police reports, recorded statements, witness statements) determine liability.

• Analyzes information obtained to establish compliance for regulatory requirements and settlement value.

• Evaluates and negotiates settlement of automobile first and third-party physical damage claims within established settlement authority limits and negotiates any excessive storage charges.

• Resolves claims through proactive problem solving and decision making, within authority guidelines and under moderate supervision, overcoming obstacles, and effectively prioritizing the workload.

• Clearly documents thought process including damage evaluation, investigation, negotiation, and settlement decisions.

• Collaborates and sets expectations with external and internal business partners to facilitate claims resolution.

• Supports members, business partners, and claimants, through use of varying communication channels to include utilization of digital tools to drive timely and effective resolutions through exceptional service.

• Applies proficient knowledge of P&C insurance industry products, services, to include P&C insurance policy contracts, coverages and internal claims handling process and procedures.

• May serve as an informal resource for team members.

• Applies proficient knowledge of Auto Physical Damage to adjust claims.

• Supports workload surges and catastrophe (CAT) response operations as needed, including mandatory on-call dates and potential evening, weekend, and/or holiday work outside normal work hours.

• May be assigned CAT deployment travel with minimal notice during designated CATs.

• Works various types of claims, including ones of higher complexity, and may be assigned additional work outside normal duties as needed.

• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

• High School Diploma or General Equivalency Diploma.

• 2 years of customer service experience.

• 1 year of experience handling low to moderately complex auto non injury liability claims.

• Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts.

• Experience determining auto liability coverage.

• Proficient knowledge and understanding of the auto claims contract as well as application of case law and state laws and regulations.

• Demonstrated negotiation, investigation, communication, and conflict resolution skills.

• Proven investigatory, analytical, prioritizing, multi-tasking, and problem-solving skills.

• Ability to organize, analyze, and effectively determine risk and appropriate response. 

• Successful completion of a job-related assessment may be required.

What sets you apart:

• Bachelor's degree

• Active Adjuster's License

• 1-2 years recent multi-vehicle claims liability to include comparative negligence

• Guidewire Claims Center experience

• Contract Interpretation experience: Liability & Physical Damage Coverage and Uninsured/Underinsured Motorists Property Damage

• Dispute resolution experience: Liability Investigation/Comparative Negligence, Unrelated Prior Vehicle Damages, Total Loss Valuation/Negotiation, Non-Owned Vehicles/Rideshare/Permissive Driver, Exceeding Coverage Limits

• Arbitration/Subrogation knowledge

• US military experience through military service or a military spouse/domestic partner

Salary: The salary range for this position is: $56,240.00 - 94,910.00

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Company Description

Press Ganey is the leading experience measurement, data analytics, and insights provider for complex industries-a status we earned over decades of deep partnership with clients to help them understand and meet the needs of their key stakeholders. Our earliest roots are in U.S. healthcare -perhaps the most complex of all industries. Today we serve clients around the globe in every industry to help them improve the Human Experiences at the heart of their business. We serve our clients through an unparalleled offering that combines technology, data, and expertise to enable them to pinpoint and prioritize opportunities, accelerate improvement efforts and build lifetime loyalty among their customers and employees.

Like all great companies, our success is a function of our people and our culture. Our employees have world-class talent, a collaborative work ethic, and a passion for the work that have earned us trusted advisor status among the world's most recognized brands. As a member of the team, you will help us create value for our clients, you will make us better through your contribution to the work and your voice in the process. Ours is a path of learning and continuous improvement; team efforts chart the course for corporate success.

Our Mission:

We empower organizations to deliver the best experiences. With industry expertise and technology, we turn data into insights that drive innovation and action.

Our Values:

To put Human Experience at the heart of organizations so every person can be seen and understood.

• Energize the customer relationship:Our clients are our partners. We make their goals our own, working side by side to turn challenges into solutions.

• Success starts with me:Personal ownership fuels collective success. We each play our part and empower our teammates to do the same.

• Commit to learning:Every win is a springboard. Every hurdle is a lesson. We use each experience as an opportunity to grow.

• Dare to innovate:We challenge the status quo with creativity and innovation as our true north.

• Better together:We check our egos at the door. We work together, so we win together.

Location: Remote (U.S.) or Hybrid from Chicago, Boston, or South Bend hubs
Travel: Up to 25%

Position Overview: Patient Experience Advisor

As a Patient Experience Advisor, you will serve as a strategic partner to our clients, owning the day-to-day relationship focused on driving meaningful improvements in patient experience. You'll bring a deep understanding of the healthcare landscape-including key trends, challenges, and priorities-and use that knowledge to guide clients toward impactful solutions.

In this role, you'll collaborate cross-functionally with internal teams and client stakeholders to align on strategy, identify opportunities, and implement support processes that advance the client's patient experience goals. You'll leverage data analytics, industry best practices, peer networking, and Press Ganey's proprietary programs to deliver proactive insights that inform client decision-making.

Job Responsibilities include:

• Lead the day-to-day execution of client improvement strategies, ensuring seamless coordination across Press Ganey support teams.

• Develop a deep understanding of client stakeholder challenges and priorities, and align Press Ganey's solutions and insights to support strategic decision-making.

• Deliver both on-demand and proactive improvement support, leveraging analytics and thought leadership to demonstrate Press Ganey's differentiated value.

• Collaborate cross-functionally with internal teams-including consulting, marketing, data science, and knowledge management-to create and adapt innovative resources such as toolkits, blogs, case studies, and scalable insights tailored to key stakeholders.

• Partner with Application Support Specialists to ensure timely and strategic follow-through that aligns with each client's patient experience (PX) strategy.

• Work closely with product, technology, and delivery teams to identify emerging market trends and inform future solution development.

• Coordinate and present regular client performance reviews in partnership with the Managing Director.

• Lead and support industry programs, webinars, online communities, and events that foster client networking and reinforce Press Ganey's value proposition.

• Collaborate with the Growth team to identify client needs and opportunities for improvement, delivering best practice recommendations that drive measurable impact.

• Experience: 5+ years in healthcare, with a strong focus on patient experience improvement initiatives.

• Expertise: In-depth knowledge of Hospital CAHPS (HCAHPS) and Clinician & Group CAHPS (CG-CAHPS), & Medical Practice required.

• Skills: Exceptional interpersonal, communication, and presentation skills, with a polished executive presence.

• Analytical Ability: Strong grasp of improvement methodologies, data analytics, and industry best practices.

• Mindset: Passionate about patient experience, proactive in problem-solving, and committed to follow-through.

• Adaptability: Comfortable in a fast-paced environment with the ability to manage multiple priorities.

• Travel: Willingness to travel up to 25% for client engagements.

• Bachelor's degree required.

To work #BetterTogether, we embrace a hybrid model for team members located near our hubs in Chicago, South Bend, or Boston. We gather in-office three days a week (Tuesday-Thursday), with remote flexibility on other days. This schedule may adjust based on travel needs.

Don't meet every single requirement?Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Press Ganey we are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

Additional Information for US based jobs:

Press Ganey Associates LLC is an Equal Employment Opportunity/Affirmative Action employer and well committed to a diverse workforce. We do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, veteran status, and basis of disability or any other federal, state, or local protected class.

Pay Transparency Non-Discrimination Notice - Press Ganey will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.

The expected base salary for this position ranges from $81,000 - $115,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered. In addition to base salary and a competitive benefits package, successful candidates are eligible to receive a discretionary bonus or commission tied to achieved results.

All your information will be kept confidential according to EEO guidelines.

Our privacy policy can be found here:legal-privacy/

Description

At Meltwater, it's not just about your position-it's an invitation to explore personal and professional growth opportunities. Immerse yourself in an environment that fosters skill development, encourages mentorship, and champions inclusive leadership. Collaborate closely with experienced professionals and inspirational leaders who are dedicated to supporting you every step of the way.

Join our community, and you'll find a culture that celebrates your uniqueness and empowers you to unlock your full potential. Let's embark on this collective journey and redefine how we approach driving new business at Meltwater!

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  Embrace the role of a 360 seller within the dynamic SMB landscape, proactively identifying and targeting potential new Meltwater customers
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  Meet or exceed quarterly sales quotas by effectively identifying and targeting potential new Meltwater customers.
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  Utilize thorough discovery processes to qualify leads and prioritize efforts towards high-value opportunities.
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  Consistently deliver engaging demonstrations and persuasive sales presentations, to captivate audiences and convert leads into customers.
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  Proactively manage contract negotiations to secure agreements that meet both customer requirements and company objectives.
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  Collaborate closely with internal teams such as Customer Success and Sales Operations to guarantee a seamless process for our clients.
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  Regularly assess progress towards quarterly goals and adjust strategies as needed to maintain momentum and achieve targets.
  
  

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  A Bachelor's degree or higher is preferred for this role, allowing you to leverage your academic strengths.
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  A minimum of 1 year of experience in business-to-business sales is required, with a demonstrated success in new business development.
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  Proficiency in negotiation tactics is essential, coupled with the ability to articulate intricate value propositions persuasively.
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  Proven track record of being results-driven, consistently meeting or exceeding sales targets.
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  Proactive approach towards executing targeted outreach initiatives and generating leads.
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  Strong organizational prowess, including adept management of the customer purchase process and skillful negotiation of contract terms.
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  Collaborative mindset, with the ability to effectively coordinate efforts with internal teams to ensure successful implementation.
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  Excellent written and verbal communication skills in English.
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  Willingness to embrace the best of both worlds with our hybrid work schedule. This role requires you to be in the office 3 days a week
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  The ability to legally work in the country of hire is required for this position.

• Enjoy comprehensive paid time off that allows you to have an enhanced work-life balance
• Excellent medical, dental, and vision options
• 401(k) matching, life insurance, commuter benefits, and parental leave plans
• Complimentary CalmApp subscription for you and your loved ones, because mental wellness matters.
• Energetic work environment with a hybrid work style, providing the balance you need.
• Thrive within our inclusive community and seize ongoing professional development opportunities to elevate your career.
• Base Salary of $41,000-$54,000USD per year + monthly commissions subject to the terms of the applicable commission plan.
• Total compensation range for this position: $67,500 - $90,000 USD per year.Earnings are dependent on individual sales performance.

Start Date : January 2026

Our Story:

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• Design, communicate, and execute detailed operational plans to complete assigned project deliverables in support of CRM new product development programs.
  
• Monitor project progress and performance against defined schedules, milestones, and commitments; proactively identify risks, delays, or resource constraints.
  
• Take ownership of issue resolution by identifying root causes, driving corrective actions, and escalating when appropriate to minimize schedule and cost impacts.
  
• Coordinate vendor activities, including:
  
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  • Communicating technical and schedule requirements
    
  • Tracking material availability and delivery timelines
    
  • Holding vendors accountable for meeting agreed upon milestones and quality expectations
    
  
  
  

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• Support material procurement activities by interfacing with Supply Chain and external suppliers to ensure timely availability of components and materials required to meet project needs.
  
• Identify, secure, and coordinate cross functional resources required to execute project tasks, including R\&D, Quality, Regulatory, Supply Chain, and Material Compliance teams.
  
• Develop and maintain project schedules, task plans, and status reports using established project management tools (e.g., MS Project, Smartsheet).
  
• Coordinate engineering documentation and project artifacts in compliance with design control, quality system, and documentation requirements.
  
• Prepare and present clear, concise project updates to stakeholders, including progress, risks, mitigation plans, and upcoming milestones.
  
• Support design owners by clarifying design intent and technical requirements when interfacing with vendors or cross functional partners, reducing burden on core design teams.
  
• Participate in meetings and forums as needed to support project execution, issue resolution, and alignment across functions.
  

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• Bachelor's degree in Engineering (Mechanical, Electrical, Biomedical, or related discipline).
  
• 3-5 years of experience supporting engineering or product development projects in a regulated environment.
  
• Demonstrated ability to manage multiple tasks, priorities, and stakeholders simultaneously.
  
• Strong communication skills, with the ability to effectively interface with vendors, engineers, and cross functional partners.
  
• Proven ability to work independently as a self directed contributor, taking ownership of tasks and determining the best path to execution with minimal supervision.
  
• Working knowledge of project management principles and tools (e.g., MS Project, Smartsheet, or equivalent).
  

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• Experience in the medical device industry (strongly preferred).
  
• Familiarity with FDA QSR, ISO 13485, and design control processes.
  
• Experience coordinating or managing external vendors or contractors, including schedule tracking and delivery accountability.
  
• Prior exposure to new product development (NPD) programs.
  
• Ability to operate effectively in environments with ambiguity and evolving priorities.
  

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• Within the first 6-12 months, success will be demonstrated by:
  
• Consistent on time delivery of assigned project deliverables
  
• Positive feedback from project stakeholders and cross functional partners
  
• Effective management of vendor timelines and material deliveries
  
• Ability to navigate ambiguity, anticipate issues, and proactively drive solutions
  

Description

Ready for more than just a job? Build a career with purpose.

At Lactalis in the USA, we're committed to providing meaningful opportunities for our people to learn, grow, and thrive-whether you're just starting your journey with us or looking to take the next step in your career. From day one, we offer the tools and support to help you succeed.

As the world leader in dairy, Lactalis is a family-owned company with over 85,000 pragmatic and ambitious professionals across the globe. Each day, we're proud to produce award-winning dairy products that bring people together.

In the US, we proudly offer an unrivaled house of beloved brands, including Galbani Italian cheeses and ricotta, President specialty cheeses and butters, Kraft natural and grated cheeses, Breakstone's cottage cheese, Cracker Barrel, Black Diamond cheddar, and Parmalat milk. Our yogurt portfolio includes siggi's, Stonyfield Organic, Brown Cow, Oui, Yoplait, Go-Gurt, :ratio, Green Mountain Creamery, and Mountain High, along with a growing family of ethnic favorites like Karoun, Gopi, and Arz.

At Lactalis, we live by our core values-Ambition, Engagement, and Simplicity. We foster a workplace where innovation thrives, diverse perspectives are celebrated, and everyone's unique background and ideas are valued.

Even if you don't meet every qualification, we encourage you to apply. We want to hear about your PASSION, your STORY, and how your EXPERTISE can help us shape the future of dairy.

From your PASSION to ours

Lactalis American Group, part of the Lactalis family of companies, is currently hiring a Import Marketing Intern based in New York City. As a Import Marketing Intern, the role will carry out responsibilities such as but not limited to supporting new product launches, data/record-keeping, market analysis and campaign execution. The role includes engaging with plants overseas. Additionally, the Import Marketing Intern will collaborate with Lactalis Group marketing teams and manufacturers to align duties with the company's goals and values.

Requirements

From your EXPERTISE to ours

Key responsibilities for this position include:

* Take proactive part in the development and execution of the marketing program, including consumer promotions.

* Help in developing new packaging and launching new products.

* Assist in maintaining/updating existing portfolio; with proper record-keeping and clerical tasks.

* Participate in the development of sales and in-store materials, trade advertising and digital activities.

* Help in performing market and competition analysis; tracking tool research.

* Participate in conducting market data mining and other research.

From your STORY to ours

Qualified applicants will contribute the following:

Education

* Graduating with a Bachelor's or a Master's Degree is required.

* Majors in Business, Marketing or Food Science are preferred.

Experience

* Some practical experience through prior internships or professional experiences.

* Experience with IRI/Circana a plus.

Competencies

* Strong analytical skills: Need to be proficient in analyzing complex data sets using Excel, and utilizing a data-driven mindset combined with a creative approach to problem-solving

* Concern for accuracy - must be very detail-oriented.

* Passionate about brand marketing and eager to learn and grow

* Open-minded, capacity to understand/analyze/react.

* Strong communication & organizational skills, teamwork ability: must be able to multi-task and coordinate activities between several departments.

* Proactivity: proactive in tasks and meeting deadlines.

* Significant knowledge of current software systems including: Outlook, Word, Excel.

* Interest in foreign cultures, capacity to adapt to US/French business cultures.

* Interest in food as part of a lifestyle; cheese amateur. Regular tastings.

* Proficiency in French required.

Lactalis is an equal employment opportunity employer. We will not discriminate against applicants with regard to any legally-recognized basis including, but not limited to: veteran status, race, color, religion, sex, national origin, age, marital status, sexual orientation, and physical or mental disabilities. Further, any division of the Company that is an Affirmative Action Employer will comply with all related legal obligations.

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• Develop and execute a comprehensive branch business plan focused on growth, profitability, customer acquisition, and retention.
  
• Analyze market conditions to identify competitive trends and new business opportunities.
  
• Maintain visibility within the community and build referral networks.
  
• Drive achievement of branch performance targets.
  

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• Lead, coach, and develop a highperforming team aligned with Nicolet's culture and values.
  
• Oversee hiring, onboarding, training, and workforce planning.
  
• Conduct coaching, performance reviews, and recognition.
  

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• Ensure delivery of highquality customer experience.
  
• Cultivate strong consumer and business relationships.
  
• Lead needsbased conversations.
  

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• Contribute to the achievement of business objectives by conducting internal and external sales calls and other business development activities.
  
• Coach and deliver needs-based sales process to proactively identify financial needs of current or prospective customers and recommend appropriate solutions.
  
• Partner with internal specialists.
  
• Lead sales meetings, branch huddles and performance coaching.
  

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• 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.
  
• 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.
  
• Open and service deposit and loan accounts.
  

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• Ensure compliance with regulatory requirements.
  
• Maintain operational discipline and control processes.
  
• Identify and escalate operational or risk concerns.
  
• Oversee daily branch operations.
  
• Assess workflows and implement improvements.
  
• Ensure team proficiency in products and technology.
  

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• Represent Nicolet in community events.
  
• Maintain visibility within the community, building referral networks and community partnerships.
  

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• 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.
  

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• Associates degree in banking, Finance or related field
  
• 3-5-years retail banking experience required
  
• 5+ years retail banking with management experience preferred
  
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  Banking operations, regulations, lending fundamentals
  
  
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  Business acumen including budgeting and performance
  
  
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  Leadership, coaching, and communication skills
  
  
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  Needsbased selling and customer engagement
  
  

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

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• Serve as a trusted administrative partner, supporting multiple executives and their teams as needed.
  
• Provide day-to-day administrative and operational assistance, including documentation, records management such as filing and scanning, time entry, invoices, and ad hoc projects.
  

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• Proactively manage dynamic & complex calendars across multiple time zones, prioritizing meeting requests and coordinating internal and external meetings, conference calls, and video conferences.
  
• Act as a primary point of contact for scheduling communications, including high volumes of phone calls, ensuring timely, accurate messaging and professional interaction with senior leaders and clients.
  
• Coordinate meetings onsite as well as externally, working with conference services to secure rooms, arranging catering, registering guests, and ensuring materials are prepared.
  

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• Arrange domestic and international travel, including flights, accommodations, ground transportation, and visa procurement as required.
  
• Prepare and submit expense reports and process related invoices in a timely and accurate manner, utilizing approved expense platforms.
  

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• Handle highly confidential and sensitive client and business information with discretion and sound judgment.
  
• Adhere to compliance requirements and obtain necessary approvals in accordance with firm policies.
  

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• Demonstrated experience providing administrative support to executives or senior professionals in a complex environment, preferably within financial services, the private sector, or government.
  
• Strong interpersonal, written, and verbal communication skills, with the ability to collaborate effectively across local and global teams.
  
• Proven ability to remain calm, organized, and responsive while managing competing priorities in a fast-paced, high-volume environment.
  
• Exceptional attention to detail, organizational skills, and follow-through, with strong anticipation and problem-solving capabilities.
  
• High degree of professionalism, integrity, and diplomacy.
  
• Proactive, reliable, and adaptable team player with a positive attitude and willingness to support where needed.
  
• Strong proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and Zoom.
  
• Familiarity with expense platforms such as SAP Concur.