Universal Banker

Overview

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 relation shipbuilding, needs based referrals, operational accuracy, and compliance excellence.

• Customer Experience & Relationship Building: Provide welcoming and professional service across inperson, phone, and digital channels.
• Customer Experience & Relationship Building: Engage customers in needs based conversations to understand goals and introduce appropriate solutions.
• Customer Experience & Relationship Building: Deliver prompt assistance for routine servicing inquiries; escalate or refer as needed.
• Customer Experience & Relationship Building: Build trust by following through on requests and ensuring customers feel valued.
• Customer Experience & Relationship Building: 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.
• Teller Operations & Cash Management: Maintain proper cash handling, dual control procedures, balancing routines, and vault/ATM support as assigned.
• Teller Operations & Cash Management: Identify suspicious activity, follow fraud prevention 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.
• Customer Referrals & Product
  
  Education:
  
  Educate customers on digital tools such as mobile banking, online banking, and estatements.
• Customer Referrals & Product
  
  Education:
  
  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.
• Problem Resolution & Support: 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.
• Operational Excellence, Risk & Compliance: Protect customer data, ensure confidentiality, and follow documentation procedures.
• Operational Excellence, Risk & Compliance: Maintain auditready accuracy in all teller work and branch support tasks.

• Team Collaboration & Community Engagement: Participate in daily…