Personal Banker I

Customer Experience & Relationship Building

Deliver a highly personalized and consultative customer experience across in-person, phone, and digital channels.
Conduct deeper financial conversations to understand short and long-term needs and recommend appropriate deposit, lending, and digital solutions.
Serve as a trusted resource for service and account support.

Account Opening, Servicing & Transactions

• Open and service consumer and small business deposit and loan accounts;
  complete account maintenance and ensure accuracy of documentation.
  Process deposits, withdrawals, payments, transfers, official checks, and related financial transactions.
  Assist with debit/ATM issuance, safe-deposit access, check orders, foreign currency exchange (as applicable), and digital banking troubleshooting.

Sales, Referrals & Financial Guidance

• 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.

Consumer Lending Support

• Educate customers on loan options.
  Prepare and process loan applications within authority.
  Maintain compliance in all lending interactions.

Problem Resolution & Issue Management

Research and resolve account discrepancies and issues.

Operational Excellence, Risk & Compliance

• Adhere to regulations and operational standards.
  Support teller and vault operations as needed.

Team Collaboration & Community Engagement

• Participate in team huddles and branch initiatives.
  Represent Nicolet in community outreach.

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.

Qualifications

• A high school diploma or equivalent.
  2 years customer service/cash handling; banking preferred.
  Customer service and communication skills.
  Needs-based sales and referral capability.
  Knowledge of deposits, digital banking, and consumer lending.
  Proficiency with systems and Microsoft Office.

Benefits

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