Private Client Specialist

About the role

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.

The Private Client Specialist is responsible for delivering superior service to Private clients and assisting Private Client Advisors.

Responsibilities

• Maintain an understanding of all Nicolet Bank services and products.
• Answer all calls, text messages, and emails in a prompt manner.
• Follow through on all client and Private Client Advisor requests.
• Develop meaningful relationships with private clients, prospective clients, Private Client Advisors, internal partners, operations, and underwriting.
• Serve as the primary contact for daily maintenance of accounts and act as backup to the Private Client Advisor for loan closings for well-established client relationships.
• Open and maintain new personal and business accounts, including but not limited to checking, savings, certificates of deposit, health savings accounts, and individual retirement accounts.
• Order debit cards, checks, and foreign currency.
• Work with the wires team for client requests for domestic and international wires, ensuring they are completed accurately, safely, and promptly.
• Understand proper account titling to ensure no disruption to client estate plans.
• Enter mortgage and consumer loan applications, conduct credit checks, and collect all underwriting documentation.
• Assist clients with managing risk associated with their accounts to help prevent unauthorized activity and fraud exposure.
• Review and monitor loan renewals, CD renewals, rate exceptions on deposit accounts, and CDs.
• Attend department meetings and trainings, and continue to develop knowledge of Private Client policies, procedures, products, and customer base.
• Assist in coordinating customer events and outings.
• Provide ongoing client service to contribute to overall department goals of retention and growth.
• Assist with all compliance and regulatory requirements to help mitigate risk to the bank and client accounts.
• 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 non-job-related classifications.
• Perform all other duties as assigned.

Requirements

• 1-3 years in banking, finance, or investment environment required.
• High School diploma or equivalent required.
• Associate degree or Bachelor’s degree in Business, Finance, or similar program preferred.
• Exceptional customer service skills.
• Ability to multi-task and prioritize work.
• Ability to work well under pressure and respond appropriately to challenging customer situations.
• Self-motivated and capable of making decisions with limited direction.
• Strong organizational skills.
• Knowledge of bank products and ability to cross-sell when appropriate.
• High degree of accuracy and attention to detail.
• Ability to maintain strict confidentiality.

Benefits

• Medical, Dental, Vision, & Life Insurance.
• 401(k) with a company match.
• PTO & 11 ½ Paid Holidays.