Universal Banker I (Teller)

Nicolet National Bank; Neenah (WI); On-site; USD 36,000 - 60,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k) with Match

Paid Holidays

Job summary

Nicolet National Bank is seeking a Universal Banker I in Neenah, WI. You will be the frontline advisor, delivering professional service across in-person and digital channels while expanding existing relationships and introducing banking solutions.

You will process routine transactions, identify customer needs, and guide referrals to specialists. The role emphasizes customer experience, cash handling, and knowledge of digital banking tools within a branch setting, contributing to community

Qualifications

• High school diploma or equivalent required.
• 1+ years of cash handling and customer service experience preferred for banking or retail.
• Strong customer service, communication, and interpersonal skills are essential.
• Ability to identify customer needs and confidently make referrals.
• Proficiency with banking systems and digital platforms, including mobile/online banking.
• Ability to manage multiple tasks in a fast-paced environment.

Responsibilities

• Provide welcoming, professional service across in-person, phone, and digital channels.
• Engage customers in needs-based conversations to understand goals and offer solutions.
• Process routine servicing inquiries and escalate as needed.
• Refer customers to Personal Bankers or lending specialists for new accounts and loans.
• Educate customers on digital tools and promote branch products and referrals.
• Maintain risk/compliance standards and protect customer data while assisting with daily branch operations.

Skills

Customer service

Communication

Interpersonal skills

Cash handling

Multitasking

Digital banking tools

Education

High school diploma or equivalent

Tools

Banking systems

Microsoft Office

Job description

Overview

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, Colorado, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.

Universal Banker I plays a key role in driving new customers and business while expanding existing relationships for Nicolet and your branch, serving as a trusted frontline advisor who reflects Nicolet's culture, values, and commitment to an exceptional customer experience.

Responsibilities

• Customer Experience & Relationship Building: 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 the achievement of business objectives by conducting internal and external sales calls and other business development activities.

Teller Operations & Cash Management

• 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 escalate concerns promptly.

Customer Referrals & Product Education

• 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 estatements.
• Support achievement of branch sales and referral goals through disciplined engagement and follow-up.

Problem Resolution & Support

• 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.

Operational Excellence, Risk & Compliance

• 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.

Team Collaboration & Community Engagement

• 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.

General

• Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
• Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
• Performs all other duties as assigned.

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.

Benefits

• Medical, Dental, Vision, & Life Insurance
• 401(k) with a company match
• PTO & 11 1/2 Paid Holidays

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.

Equal Opportunity Employer/Veterans/Disabled