Assistant Branch Manager

Nicolet National Bank · Dubuque, IA · 4 wk ago

SalesFull-time

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.

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.

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.

Support hiring, onboarding, scheduling, and day-to-day coaching for UB I/II and PB I/II; provide real-time feedback.
Negotiate 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.

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.

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.

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.

A high school diploma or equivalent required; an associate's or bachelor's degree preferred.
3–5 years of retail banking experience with success in frontline roles (Universal Banker/Personal Banker); 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.

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