Commercial Banking Assistant

Nicolet National Bank; Oshkosh (WI); On-site; USD 38,000 - 54,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k) with company match

PTO & 11.5 paid holidays

Job summary

Nicolet National Bank is seeking a Commercial Banking Assistant to provide essential administrative support to the commercial banking team in Oshkosh, Wisconsin. The role includes assisting in loan closing, funding, documentation, and handling customer inquiries with a focus on accuracy and service quality.

The position requires 1–3 years of administrative experience, a High School Diploma, and preferably an Associate Degree in a related field; banking experience is a plus.

Qualifications

• 1-3 years of administrative experience required.
• Experience in bank environment is preferred.
• Associate degree preferred in related field.

Responsibilities

• Assist commercial bankers in closing and funding loans and loan documentation
• Handle inquiries from customers and prospects promptly
• Provide telephone screening and routing of calls, and routine information to clients
• Prepare and type correspondences and reports; manage administrative tasks
• Maintain compliance with laws and Nicolet's policies and procedures
• Contribute to a respectful, inclusive work environment and teamwork

Skills

Administrative support

Customer service

Phone etiquette

Education

High School Diploma

Associate Degree in Business Administration/Finance

Job description

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, 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 Banking Assistant is responsible for providing administrative support and assistance to the Commercial Banking area in the areas of record keeping, correspondence, report preparation and customer service.

As a Commercial Banking Assistant, you will:

• Work with the commercial bankers in closing and funding loans, prepares loans, assist in the review of loan files for completeness, assist in loan documentation preparation and work with customers/prospects inquiries and applications.
• Respond to customer inquiries and requests as directed by the commercial bankers.
• Provide courteous, professional services to customers by receiving, screening, and transferring telephone calls and provide routine information to clients or customers.
• Perform a variety of administrative support such as typing, copying correspondences and reports and other duties as 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 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 required.
• Associate Degree in Business Administration, Finance, or related field preferred.
• 1-3 years of administrative experience required.
• Experience in bank environment, preferably in Commercial, Credit or related department is 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