Assistant Branch Manager

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.

As an Assistant Branch Manager , you play a key role in new customer acquisition and expand existing relationships for Nicolet and your branch, serving as a player-coach who models Nicolet's culture, values, and commitment to exceptional customer and community experience.

You partner with the Branch Manager to execute the branch business plan, elevate sales execution, and ensure strong customer delivery, operational discipline, and risk/compliance performance. You actively coach Universal Bankers, lead daily execution (huddles, pipeline, observations), handle escalations, and serve as acting manager when needed. You also maintain personal production through needs-based conversations, referrals across revenue lines, and deposit account opening and lending.

As an Assistant Branch Manager, you will:
Sales Leadership & Relationship Growth

• Execute a consistent daily sales rhythm (huddles, pipeline reviews, call-backs, outbound follow-up) that drives new customers and deepens existing relationships.
• Model needs-based conversations and coach UB teammates on discovery, product positioning, and high-quality handoffs to specialists (mortgage, commercial, wealth management).
• Maintain a personal book of customer activity to meet individual referral/service goals and support branch scorecard results.

Sales, Referrals & Portfolio Development

• Identify opportunities to expand relationships through product recommendations, financial education, and proactive outreach.
• Use available reports and tools to identify customer needs, product gaps, and targeted calling opportunities.
• Contribute to the achievement of business objectives by conducting internal and external sales calls and other business development activities.
• Refer customers to internal specialists (mortgage, commercial banking, wealth) to ensure a comprehensive financial experience.
• Meet and exceed assigned individual and branch-level sales, service, and referral goals.
• Open and service deposit and loan accounts.

Customer Experience & Issue Resolution

• Champion a frictionless customer experience across in-person, phone, and digital channels; ensure service excellence and timely follow-through on escalations.
• Monitor lobby/queue management and staffing to maintain service levels and timely response.

Talent Development & Team Coaching

• Support hiring, onboarding, scheduling, and day-to-day coaching for UB I/II and PB I/II; provide real-time feedback.
• Recognize strong performance and address gaps with structured coaching plans; contribute to succession planning and skills development.
• Reinforce a respectful, inclusive, and engaged team culture aligned with Nicolet's core values.

Operations, Risk & Compliance

• Maintain an audit-ready control environment: cash handling/dual control, vault/ATM controls, safe-deposit procedures, night depository, and branch security.
• Ensure adherence to policies and regulations (e.g., BSA/AML, KYC/CIP, OFAC, Reg CC/E, privacy, information security, fair lending/UDAP).
• Execute operational reviews, resolve exceptions, and escalate issues promptly to the Branch Manager or control partners.

Daily Branch Administration & Execution

• Oversee opening/closing procedures, scheduling/coverage, and supply management; ensure equipment and systems readiness.
• Monitor dashboards/reports for activity, production, referrals, and operational exceptions; take corrective action to keep the branch on plan.
• Serve as acting Branch Manager during absences; represent the branch in meetings or community activities as requested.

Community Presence & Brand Stewardship

• Participate in local events and financial-wellness efforts; build relationships that strengthen Nicolet's referral networks and visibility.
• Advance Nicolet's reputation for relationship banking and responsible growth.

Supervisory Responsibilities:

• Provides day-to-day coaching, direction, and work coordination for Universal Bankers (I/II) and Personal Bankers (I/II); may have input into hiring, evaluations, recognition, and corrective actions in partnership with the Branch Manager and HR. Serves as acting manager when delegated.

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; Associate's or Bachelor's degree preferred.
• 3-5 years of retail banking experience with success in frontline roles (UB/PB); prior coaching/leadership experience strongly preferred.
• Experience opening consumer deposit accounts and delivering referrals across lines of business; exposure to branch operations and control processes.
• Customer-facing skills with the ability to coach others on needs-based conversations and service excellence.
• Understanding of deposit products (consumer), payments, digital banking, frontline operations, and consumer-lending referral options.
• Working knowledge of branch regulatory and risk requirements (BSA/AML, KYC/CIP, OFAC, Reg CC/E, privacy, information security).
• Ability to analyze activity/production dashboards and translate insights into daily actions.
• Organization, prioritization, and follow-through in a fast-paced environment; high attention to detail and accuracy.
• Proficiency with banking systems/CRM, branch 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