Universal Banker II: Customer Growth & Solutions

Nicolet National Bank

Windsor Heights (IA)

On-site

USD 42,000 - 60,000

Full time

3 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 in Windsor Heights, IA seeks a Universal Banker II to deepen customer relationships and drive new business while expanding existing deposits. You will serve as a trusted frontline advisor reflecting Nicolet's culture, values, and commitment to an exceptional customer experience.

As Universal Banker II, you will handle deposits, digital support, needs-based referrals, and servicing of consumer accounts, while identifying credit opportunities and coordinating with Personal

Qualifications

  • High school diploma or equivalent required.
  • 1-2 years of banking, customer service, or cash-handling experience desirable.
  • Exposure to branch sales, referrals, and basic financial services concepts strongly preferred.

Responsibilities

  • Deliver welcoming, professional service across in-person, phone, and digital channels.
  • Conduct needs-based conversations to understand customer goals and recommend solutions.
  • Provide accurate servicing assistance with timely follow-up to ensure satisfaction.
  • Open and service consumer deposit accounts (checking, savings, money market, CDs).
  • Identify financial needs and refer customers to Nicolet products and services.
  • Balance cash drawer and assist with vault, ATM, night depository, and dual-control duties.
  • Ensure onboarding, KYC, CIP, identity verification, and policy requirements are met.
  • Educate customers on account features, benefits, and digital access tools.

Skills

Customer service
Banking systems
Communication skills
Attention to detail

Education

High school diploma or equivalent

Tools

Microsoft Office
Digital banking tools

Job description

Nicolet National Bank in Windsor Heights, IA seeks a Universal Banker II to deepen customer relationships and drive new business while expanding existing deposits. You will serve as a trusted frontline advisor reflecting Nicolet's culture, values, and commitment to an exceptional customer experience.

As Universal Banker II, you will handle deposits, digital support, needs-based referrals, and servicing of consumer accounts, while identifying credit opportunities and coordinating with Personal

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