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Universal Banker ; Teller

Job in Neenah, Winnebago County, Wisconsin, 54956, USA
Listing for: Nicolet National Bank
Full Time position
Listed on 2026-06-18
Job specializations:
  • Finance & Banking
    Bank Customer Service, Banking Operations, Banking & Finance
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
Position: Universal Banker I (Teller)

Universal Banker I

This role drives new customer acquisition and business expansion while deepening existing relationships. The Universal Banker I serves as a trusted frontline advisor, delivering a superior customer experience across all channels and reflecting Nicolet National Bank's commitment to community‑focused service.

Customer Experience & Relationship Building
  • Provide welcoming and professional service across in‑person, phone, and digital channels.
  • Engage customers in needs‑based 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, dual‑control procedures, balancing routines, and vault/ATM support as assigned.
  • Identify suspicious activity, follow fraud‑prevention steps, and elevate 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 e‑statements.
  • Support achievement of branch sales and referral goals through disciplined engagement and follow‑up.
Problem Resolution & Support
  • Research and resolve routine issues such as transaction discrepancies, fee questions, and debit‑card 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 audit‑ready 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 policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations.
  • Understand and communicate the value of diversity in the workplace and work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non‑job‑related classifications.
  • Perform all other duties as assigned.
Qualifications
  • High school diploma or equivalent required.
  • 1+ years of cash‑handling and customer‑service experience required.
  • Prior banking or retail financial‑services experience preferred.
Benefits
  • Medical, Dental, Vision, & Life Insurance
  • 401(k) with a company match
  • PTO & 11 1/2 Paid Holidays

Equal Opportunity Employer / Veterans / Disabled

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