Floating Universal Banker I: Branch Specialist

Nicolet National Bank; Town of Howard (WI); On-site; USD 32,000 - 46,000; Full time

Benefits offered by this job

401(k) match

Paid time off

Paid holidays

Job summary

Nicolet National Bank seeks a Universal Banker I to drive new customers and deepen relationships across our Greater Green Bay footprint. You will provide teller services, educate customers on digital tools, and refer to Personal Bankers and lending specialists while upholding regulatory standards.

You will float to branches, deliver exceptional service across in-person, phone, and digital channels, and contribute to branch goals through disciplined sales calls and referrals.

Qualifications

• High school diploma or equivalent required.
• 1+ years of cashhandling and customerservice experience required.
• Prior banking or retail financialservices experience preferred.
• Strong customerservice, communication, and interpersonal skills.
• Accuracy, attention to detail, and strong cashhandling discipline.
• Ability to identify customer needs and confidently make referrals.
• Working knowledge of deposit products, digital tools, and basic banking services.
• Ability to manage multiple tasks in a fastpaced environment.
• Proficiency with banking systems, digital platforms, and Microsoft Office.

Responsibilities

• 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; escalated 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.
• 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 identify concerns promptly.
• 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.
• 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.
• 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.
• 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.
• 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.

Skills

Cash handling

Customer service

Referral skills

Digital tools knowledge

Banking systems

Microsoft Office

Education

High school diploma or equivalent

Tools

Banking systems

Digital platforms

Microsoft Office

Job description

Nicolet National Bank seeks a Universal Banker I to drive new customers and deepen relationships across our Greater Green Bay footprint. You will provide teller services, educate customers on digital tools, and refer to Personal Bankers and lending specialists while upholding regulatory standards.

You will float to branches, deliver exceptional service across in-person, phone, and digital channels, and contribute to branch goals through disciplined sales calls and referrals.