Retirement Plan Services Consultant

About the role

The Retirement Plan Services Consultant is responsible for managing client relationships, including employee education, and promoting trust and retirement plan services to new and existing customers.

Responsibilities

• Manage assigned client relationships and maintain contact with existing customers to ensure high quality service delivery and to develop additional business
• Develop new retirement plan services and trust business
• Keep abreast of new regulations relative to retirement plans and legal and tax consequences and strategies
• Advise clients concerning the design and administration of pension, profit sharing and other retirement benefit trust plans
• Work with others in the trust department to achieve team goals and objectives, including assistance in the development of marketing/client materials
• Support and participate in the management of the bank's goals and objectives through referrals and cross selling opportunities
• Participate in community and business activities to enhance the image and position of the bank and to develop new business for the trust department
• 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
• Performs all other duties as assigned

Qualifications

• Bachelor's degree in business, Finance or related field of study preferred
• Two years in finance, investment, or trust environment
• PC, phone system, general office equipment
• Proficiency with Microsoft Office applications
• Ability to maintain strict confidentiality
• Ability to effectively promote Nicolet as a bank of choice
• In-depth knowledge of banking positions
• Strong organizational, multi-tasking and prioritizing skills
• Self-motivated and resourceful

Benefits

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