Universal Banker I: Grow Relationships & Help Clients

Nicolet National Bank; Lancaster (WI); On-site; USD 32,000 - 52,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) with company match

Paid time off

Paid holidays

Job summary

Nicolet National Bank in Wisconsin is seeking a Universal Banker I to serve as a trusted frontline advisor, delivering welcoming service across in-person, phone, and digital channels while expanding relationships.

You will process teller transactions, educate customers on digital tools, refer opportunities to Personal Bankers and lenders, and ensure compliant, accurate operations to support branch goals.

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; 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 escalated 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.

Skills

Cash handling

Customer service

Communication

Interpersonal skills

Attention to detail

Sales referrals

Digital tools

Education

High school diploma

Job description

Nicolet National Bank in Wisconsin is seeking a Universal Banker I to serve as a trusted frontline advisor, delivering welcoming service across in-person, phone, and digital channels while expanding relationships.

You will process teller transactions, educate customers on digital tools, refer opportunities to Personal Bankers and lenders, and ensure compliant, accurate operations to support branch goals.