Universal Banker I: Customer Growth & Service

Nicolet National Bank; Ashwaubenon (WI); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Medical, Dental, Vision, & Life 보험

Job summary

Nicolet National Bank in Ashwaubenon, WI is seeking an Universal Banker I who will greet customers, open new relationships, and act as a trusted frontline advisor delivering an exceptional experience across in-person, phone, and digital channels.

The role emphasizes needs-based conversations, product education, and referrals to Personal Bankers or lending specialists, while upholding compliance and operational standards.

Qualifications

• High school diploma or equivalent required.
• 1+ years of cashhandling 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 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 fast-paced environment.
• Proficiency with banking systems, digital platforms, and Microsoft Office.

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; escalate or refer as needed.
• Build trust by following through on requests and ensuring customers feel valued.
• Contribute to branch goals through disciplined engagement and referrals.
• Accurately process deposits, withdrawals, loan payments, transfers, and other transactions.
• Maintain cash handling, dual-control procedures, balancing routines, and vault/ATM support.
• Identify suspicious activity, follow fraud-prevention steps, and escrow concerns promptly.
• Identify customer needs and refer opportunities to Personal Bankers or lending specialists.
• Educate customers on digital tools such as mobile banking, online banking, and estatements.
• Support 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.
• 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.

Skills

Customer service

Communication

Interpersonal skills

Cash handling

Attention to detail

Referral ability

Education

High school diploma or equivalent

Job description

Nicolet National Bank in Ashwaubenon, WI is seeking an Universal Banker I who will greet customers, open new relationships, and act as a trusted frontline advisor delivering an exceptional experience across in-person, phone, and digital channels.

The role emphasizes needs-based conversations, product education, and referrals to Personal Bankers or lending specialists, while upholding compliance and operational standards.