Personal Banker I

About the role

The Personal Banker I plays a key role in driving new customers and business while expanding existing relationships for Nicolet and your branch. This role requires engaging customers in meaningful, needs-based conversations to provide tailored financial guidance, support account openings and servicing, and assist with transactions across channels.

Responsibilities

• 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.
• 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.
• Absorb and issue debit/ATM cards, manage safe-deposit access, handle check orders, perform foreign currency exchanges (as applicable), and troubleshoot digital banking issues.
• 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.
• Support consumer lending by educating customers on loan options, preparing and processing loan applications within authority, and maintaining compliance in all lending interactions.
• Research and resolve account discrepancies and issues.
• Adhere to regulations and operational standards.
• Support teller and vault operations as needed.
• Participate in team huddles and branch initiatives.
• Represent Nicolet in community outreach.

Qualifications

• A high school diploma or equivalent.
• Two years of customer service/cash handling; banking experience 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.