Universal Banker I — Customer Growth & Digital Tools

Nicolet National Bank

Merrill (WI)

On-site

USD 38,000 - 52,000

Full time

2 days ago
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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 I to drive new customers and deepen relationships at the branch. You will deliver teller services, educate customers on digital tools, and refer prospects to bankers for deposits, loans, and cards.

As a trusted frontline advisor, you will support branch goals, ensure accurate servicing, and uphold compliance while engaging with the local community.

Qualifications

  • High school diploma or equivalent required.
  • 1+ years of cash-handling and customer-service experience required.
  • Prior banking or retail financial-services experience preferred.
  • Strong customer-service, communication, and interpersonal skills.
  • Accuracy, attention to detail, and strong cash-handling 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 fast-paced environment.
  • Proficiency with banking systems, digital platforms, and Microsoft Office.
  • 401(k) with a company match
  • PTO & 11 1/2 Paid Holidays

Responsibilities

  • 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; expedite 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, loans, and credit cards.
  • Educate customers on digital tools such as mobile 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 and fee questions.
  • Escalate more complex servicing matters to Personal Bankers or leadership.
  • Adhere to security practices and regulatory requirements including BSA/AML and Reg E.
  • Protect customer data and maintain documentation procedures.
  • Maintain audit-ready accuracy in all teller work and branch 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.

Skills

Cash handling
Customer service
Communication
Interpersonal skills
Accuracy
Referral skills
Deposit products
Digital tools
Microsoft Office

Education

High School Diploma

Tools

Microsoft Office
Banking software

Job description

Nicolet National Bank is seeking a Universal Banker I to drive new customers and deepen relationships at the branch. You will deliver teller services, educate customers on digital tools, and refer prospects to bankers for deposits, loans, and cards.

As a trusted frontline advisor, you will support branch goals, ensure accurate servicing, and uphold compliance while engaging with the local community.

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