Personal Banker

Davita Inc.; Town of Grand Chute (WI); On-site; USD 30,000 - 45,000; Full time

Job summary

A leading bank in Wisconsin seeks a Personal Banker who will be responsible for managing customer accounts, processing transactions, and promoting bank products. The ideal candidate will have a strong customer service orientation and at least two years of relevant experience. This role offers the chance to work in a valued community-oriented environment with opportunities for growth.

Benefits

Medical, Dental, Vision, & Life Insurance

401(k) with a company match

PTO & 11 1/2 Paid Holidays

Qualifications

• 2 years customer service and cash handling experience required.
• 2-3 years of teller and personal banking experience preferred.
• Proficiency with Microsoft Office applications.

Responsibilities

• Opens a variety of accounts and resolves related account problems.
• Promotes bank products by identifying customer needs.
• Stays current on applicable banking regulations and ensures compliance.

Skills

Customer Service

Cash Handling

Organizational Skills

Communication

Education

High School diploma or equivalent

Tools

Microsoft Office

General Office Equipment

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, 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.

This position is primarily responsible for interacting with customers to complete transactions, opening and closing of accounts, resolving problems and cross-selling bank products and services. This position promotes business for the bank by maintaining a high level of customer service and by referring customers to appropriate staff where necessary.



As a Personal Banker, you will:

• Opens a variety of accounts, verifies and processes changes to existing accounts, answers customer questions, and resolves related account problems to ensure customer satisfaction. Follows the guidelines of the continuity program with all new bank customers.


• Attracts and retains customer relationships by extending a courteous greeting in person or by phone and by providing accurate and timely customer service which includes, but is not limited to, cashing checks, accepting deposits and withdrawals, handling loan payments, dispensing cashier's checks and bonds, processing savings withdrawals within established guidelines to ensure customer satisfaction.


• Assists in safe deposit box transactions. Runs foreign currency transactions and exchanges in foreign currency.


• Performs back-up teller duties and organizes, balances and proofs cash daily to maintain accurate transactions processed. Identifies payees and verifies signatures and endorsements.


• Stays current on applicable banking regulations and security procedures and practices to prevent fraud or other bank losses and to comply with regulatory requirements.


• Answers customer telephone inquiries promptly and professionally and provides accurate information in accordance with bank policies and procedures.


• Assists with night depository duties, to include logging bags, processing deposits, making change orders, issuing receipts, etc.


• Promotes bank products and services by identifying customer needs and suggesting appropriate products and services to solidify and enhance customer account relationships. Recommends corrective services to resolve customer complaints.


• Engages proactively as a sales representative of bank products and services to existing and prospective customers within the community by active participation in community events and/or organizations.


• Maintains vault which includes balancing the vault daily and ordering and selling cash for the branch.


• Maintains inventory of cashier's checks and gift cards and ensures adequate supply at all branch locations (Green Bay office). Monitors supplies for front line and places orders when 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 Nicolet.


• Ability to understand 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. 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 or equivalent


• 2 years of customer service and cash handling experience required


• 2-3 years of teller and personal banking experience preferred


• PC, phone system, general office equipment


• Proficiency with Microsoft Office applications


• Ability to maintain strict confidentiality


• Ability to effectively promote Nicolet as a bank of choice


• In-depth knowledge of banking positions


• Strong organizational, multi-tasking and prioritizing skills


• Self-motivated and resourceful


• Strong verbal and written communication skills and strong interpersonal skills

Benefits:

• Medical, Dental, Vision, & Life Insurance


• 401(k) with a company match


• PT0 & 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