Relationship Banker II: Deposits, Digital Support & Growth

Nicolet Bank; United States; On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

401(k) with company match

PTO & 11 1/2 Paid Holidays

Job summary

Nicolet National Bank is seeking a Universal Banker II to drive new customers and expand relationships at the branch level. You will act as a trusted frontline advisor, handling teller tasks, digital support, and needs-based referrals while opening and servicing consumer deposit accounts.

You will engage customers, recommend Nicolet solutions, and ensure compliant onboarding and account servicing. The role emphasizes teamwork, sales referrals, and a strong customer-first approach within our

Qualifications

• 1–2 years of banking, customer service, or cash-handling experience.
• Strong customer-service and interpersonal skills.
• Knowledge of deposit products, digital tools, onboarding processes.
• Ability to conduct needs-based conversations and make confident product referrals.
• Accuracy and attention to detail in account opening and cash-handling environments.
• Proficiency with banking systems, digital platforms, and Microsoft Office.

Responsibilities

• Deliver welcoming, professional service across in-person, phone, and digital channels.
• Conduct meaningful, needs-based conversations to understand customer goals and recommend solutions.
• Provide accurate assistance for servicing requests with timely follow-up to ensure satisfaction.
• Accurately process deposits, withdrawals, loan payments, transfers, cashier’s checks, and other transactions.
• Balance cash drawer; assist with vault, ATM, night depository, and dual-control responsibilities.
• Identify suspicious or fraudulent behavior and elevate appropriately.
• Open and service consumer deposit accounts (checking, savings, money market, CDs).
• Complete account maintenance, customer information updates, and documentation reviews accurately.
• Ensure compliance with onboarding, KYC, CIP, identity verification, and policy requirements.
• Educate customers on account features, benefits, and digital access tools.
• Identify financial needs and recommend Nicolet products and services.
• Meet referral, service, and activity expectations aligned with branch goals.
• Refer customers to partners for consumer loans, home equity loans/lines, credit cards, business banking, and investment/wealth services.
• Maintain disciplined outreach, follow-ups, and pipeline management.
• Contribute to the achievement of business objectives by conducting internal and external sales calls and other business development activities.
• Resolve account issues, transaction discrepancies, fee inquiries, and debit-card concerns with professionalism.
• Use sound judgment to elevate complex issues to Personal Bankers or leadership.
• Follow Nicolet policy and applicable regulations (BSA/AML, KYC, OFAC, Reg CC, Reg E, privacy, and security).
• Maintain accurate records, documentation, and audit-ready practices.
• Adhere to branch operations procedures and risk-mitigation standards.
• Participate in team huddles; share observations and support branch goals.
• Represent Nicolet in community involvement and customer-engagement activities.
• Provide informal support to Universal Banker I colleagues, helping build skill and confidence.

Skills

Customer service

Cash handling

Banking knowledge

Needs-based referrals

Digital tools

Education

High school diploma or equivalent

Tools

Banking systems

Microsoft Office

Job description

Nicolet National Bank is seeking a Universal Banker II to drive new customers and expand relationships at the branch level. You will act as a trusted frontline advisor, handling teller tasks, digital support, and needs-based referrals while opening and servicing consumer deposit accounts.

You will engage customers, recommend Nicolet solutions, and ensure compliant onboarding and account servicing. The role emphasizes teamwork, sales referrals, and a strong customer-first approach within our