Relationship Banker I

Nicolet National Bank; Ashwaubenon (WI); In loco; USD 21.000 - 29.000; Tempo pieno

Descrizione del lavoro

Nicolet National Bank is seeking a Universal Banker I to drive new customers and deepen existing relationships while delivering exceptional frontline service. You will handle teller transactions, promote digital tools, and connect customers with Personal Bankers and lending specialists to meet financial needs.

This role supports branch goals through needs‑based conversations, accurate processing, and proactive referrals, while upholding security and regulatory standards in a community‑minded

Mansioni

• 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; 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, dual‑control procedures, balancing routines, and vault/ATM support as assigned.
• Identify suspicious activity, follow fraud‑prevention steps, and elevate 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 e‑statements.
• Support achievement of branch sales and referral goals through disciplined engagement and follow-up.
• 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.
• 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.
• 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.

Descrizione del lavoro

Nicolet National Bank is seeking a Universal Banker I to drive new customers and deepen existing relationships while delivering exceptional frontline service. You will handle teller transactions, promote digital tools, and connect customers with Personal Bankers and lending specialists to meet financial needs.

This role supports branch goals through needs‑based conversations, accurate processing, and proactive referrals, while upholding security and regulatory standards in a community‑minded