Banking: Relationship Banker

Universal Banker II

The Universal Banker II will play 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.

Customer Experience & Relationship Building

Deliver welcoming, professional service across in‑person, phone, and digital channels.

Conduct meaningful, needs‑based conversations to understand customer goals and recommend solutions.

Provide accurate assistance for servicing requests with timely follow‑up to ensure satisfaction.

Teller Operations & Cash Management

Accurately process deposits, withdrawals, loan payments, transfers, cashier’s checks, and other transactions.

Balance cash drawer; assist with vault, ATM, night depository, and dual‑control responsibilities.

Identify suspicious or fraudulent behavior and escalate appropriately.

Deposit Account Opening & Servicing — Primary Differentiator

Open and service consumer deposit accounts (checking, savings, money market, CDs).

Complete account maintenance, customer information updates, and documentation reviews accurately.

Ensure compliance with onboarding, KYC, CIP, identity verification, and policy requirements.

Educate customers on account features, benefits, and digital access tools.

Sales, Referrals & Financial Guidance

Identify financial needs and recommend appropriate Nicolet products and services.

Meet referral, service, and activity expectations aligned with branch goals.

Refer customers to partners for consumer loans, home equity loans/lines, credit cards, business banking, and investment/wealth services.

Maintain disciplined outreach, follow‑ups, and pipeline management.

Contribute to the achievement of business objectives by conducting internal and external sales calls and other business development activities.

Problem Resolution & Service Recovery

Resolve account issues, transaction discrepancies, fee inquiries, and debit‑card concerns with professionalism.

Use sound judgment to elevate complex issues to Personal Bankers or leadership.

Follow Nicolet policy and applicable regulations (BSA/AML, KYC, OFAC, Reg CC, Reg E, privacy, and security).

Maintain accurate records, documentation, and audit‑ready practices.

Adhere to branch operations procedures and risk‑mitigation standards.

Team Collaboration & Community Engagement

Participate in team huddles; share observations and support branch goals.

Represent Nicolet in community involvement and customer‑engagement activities.

Provide informal support to Universal Banker I colleagues, helping build skill and confidence.

General

Uphold Nicolet’s philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations.

Understand and communicate the value of diversity within the workplace and 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, and commit to Nicolet’s policies on equal employment opportunities and non‑discrimination.

Perform all other duties as assigned.

Qualifications

High school diploma or equivalent required.

1–2 years of banking, customer service, or cash‑handling experience required.

Exposure to branch sales, referrals, and basic financial‑services concepts strongly preferred.

Customer‑service excellence with strong communication and interpersonal skills.

Knowledge of deposit products, digital tools, branch operations, and onboarding processes.

Ability to conduct needs‑based conversations and make confident product referrals.

Accuracy and attention to detail in account opening and cash‑handling environments.

Strong organizational and problem‑solving skills; ability to prioritize in a dynamic environment.

Proficiency with banking systems, digital platforms, and Microsoft Office.

401(k) with a company match.

PTO & 11 1/2 Paid Holidays.

Equal Opportunity Employer / Veterans / Disabled

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