Universal Banker I
Nicolet National Bank · North English, IA · 1 mo ago
FinanceFull-time
We need to output HTML fragment with headings for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. No job title heading. No metadata like Job ID. Remove boilerplate: EEO, etc. Also remove "The above statements are intended..." etc. Also remove "Equal Opportunity Employer/Veterans/Disabled". Also remove any duplicated lines.
We need to parse the posting.
Content:
First paragraph: 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. With locations in Wisconsin, Michigan, Minnesota, Iowa, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
Then: The Universal Banker I plays a key role in driving new customers and business while expanding existing relationships for Nicolet and your branch, serving as a trusted frontline advisor who reflects Nicolet’s culture, values, and commitment to an exceptional customer experience. In this role, you provide efficient, accurate teller services; deliver strong customer service across all channels; educate customers on digital tools; and proactively identify financial needs to recommend appropriate solutions. You also play a critical role in referring customers to Personal Bankers and lending specialists for deposit accounts, consumer loans, home equity loans, and credit cards. You help sustain branch performance through relationship‑building, needs‑based referrals, operational accuracy, and compliance excellence.
Then a heading: As a Universal Banker I, You Will
Then bullet-like sections: Customer Experience & Relationship Building: Provide welcoming and professional service across in‑person, phone, and digital channels.Engage customers in needs‑based conversations to understand goals and introduce appropriate solutions.Deliver prompt assistance for routine servicing inquiries; escalate or refer as needed.Build trust by following through on requests and ensuring customers feel valued.Contribute to the achievement of business objectives by conducting internal and external sales calls and other business development activities.
Teller Operations & Cash Management Accurately process deposits, withdrawals, loan payments, transfers, cashier’s checks, and other transactions.Maintain proper cash handling, dual‑control procedures, balancing routines, and vault/ATM support as assigned.Identify suspicious activity, follow fraud‑prevention steps, and escalate concerns promptly.
Customer Referrals & Product Education Identify customer needs and refer opportunities to Personal Bankers or lending specialists for new accounts, consumer loans, home equity loans/lines, and credit cards.Educate customers on digital tools such as mobile banking, online banking, and e‑statements.Support achievement of branch sales and referral goals through disciplined engagement and follow‑up.
Problem Resolution & Support Research and resolve routine issues such as transaction discrepancies, fee questions, and debit‑card concerns within authority.Escalate more complex servicing matters to Personal Bankers or leadership.
Operational Excellence, Risk & Compliance Adhere to operational standards, security practices, and regulatory requirements including BSA/AML, KYC, OFAC, Reg CC, and Reg E.Protect customer data, ensure confidentiality, and follow documentation procedures.Maintain audit‑ready accuracy in all teller work and branch support tasks.
Team Collaboration & Community Engagement Participate in daily huddles and collaborate with team members to meet branch goals.Support community outreach efforts and represent Nicolet in local engagement activities.Assist with branch operations needs such as supplies, scheduling coverage, or special projects.
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.Performs all other duties as assigned.
Qualifications High school diploma or equivalent required.1+ years of cash‑handling and customer‑service experience required.Prior banking or retail financial‑services experience preferred.Strong customer‑service, communication, and interpersonal skills.Accuracy, attention to detail, and strong cash‑handling discipline.Ability to identify customer needs and confidently make referrals.Working knowledge of deposit products, digital tools, and basic banking services.Ability to manage multiple tasks in a fast‑paced environment.Proficiency with banking systems, digital platforms, and Microsoft Office.
Benefits Medical, Dental, Vision, & Life Insurance401(k) with a company matchPTO & 11 1/2 Paid Holidays
Then "The above statements are intended..." etc. Remove.
We need to decide sections.
We have content about role overview: first paragraphs could be "About the role". Could include description of role and purpose.
Responsibilities: The bullet sections under "As a Universal Banker I, You Will" are responsibilities.
Qualifications: The qualifications block.
Skills: Could be extracted from qualifications? But we have separate "Skills" section maybe not needed if qualifications cover. However we could create Skills section for things like strong customer-service, communication, interpersonal skills, accuracy, attention to detail, cash-handling discipline, ability to identify needs, working knowledge of deposit products, digital tools, basic banking, ability to manage multiple tasks, proficiency with banking systems, digital platforms, Microsoft Office. But those are already in qualifications. The instruction: Prefer a few substantive sections over many thin ones. So we could combine qualifications and skills into one "Qualifications" section that includes both required experience and skills. Or we could have separate "Qualifications" for education/experience and "Skills" for abilities. But we need to avoid thin sections. Let's see: The qualifications block includes both education/experience and skills. Could split but might be thin. Better to have one "Qualifications" section containing all that.
Benefits: we have benefits block.
Pay: Not mentioned. So we should NOT include Pay section.
Schedule: Not mentioned. So omit.
Thus sections: About the role, Responsibilities, Qualifications, Benefits.
We need to use
for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. No job title heading. No metadata like Job ID. Remove boilerplate: EEO, etc. Also remove "The above statements are intended..." etc. Also remove "Equal Opportunity Employer/Veterans/Disabled". Also remove any duplicated lines.
We need to parse the posting.
Content:
First paragraph: 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. With locations in Wisconsin, Michigan, Minnesota, Iowa, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
Then: The Universal Banker I plays a key role in driving new customers and business while expanding existing relationships for Nicolet and your branch, serving as a trusted frontline advisor who reflects Nicolet’s culture, values, and commitment to an exceptional customer experience. In this role, you provide efficient, accurate teller services; deliver strong customer service across all channels; educate customers on digital tools; and proactively identify financial needs to recommend appropriate solutions. You also play a critical role in referring customers to Personal Bankers and lending specialists for deposit accounts, consumer loans, home equity loans, and credit cards. You help sustain branch performance through relationship‑building, needs‑based referrals, operational accuracy, and compliance excellence.
Then a heading: As a Universal Banker I, You Will
Then bullet-like sections: Customer Experience & Relationship Building: Provide welcoming and professional service across in‑person, phone, and digital channels.Engage customers in needs‑based conversations to understand goals and introduce appropriate solutions.Deliver prompt assistance for routine servicing inquiries; escalate or refer as needed.Build trust by following through on requests and ensuring customers feel valued.Contribute to the achievement of business objectives by conducting internal and external sales calls and other business development activities.
Teller Operations & Cash Management Accurately process deposits, withdrawals, loan payments, transfers, cashier’s checks, and other transactions.Maintain proper cash handling, dual‑control procedures, balancing routines, and vault/ATM support as assigned.Identify suspicious activity, follow fraud‑prevention steps, and escalate concerns promptly.
Customer Referrals & Product Education Identify customer needs and refer opportunities to Personal Bankers or lending specialists for new accounts, consumer loans, home equity loans/lines, and credit cards.Educate customers on digital tools such as mobile banking, online banking, and e‑statements.Support achievement of branch sales and referral goals through disciplined engagement and follow‑up.
Problem Resolution & Support Research and resolve routine issues such as transaction discrepancies, fee questions, and debit‑card concerns within authority.Escalate more complex servicing matters to Personal Bankers or leadership.
Operational Excellence, Risk & Compliance Adhere to operational standards, security practices, and regulatory requirements including BSA/AML, KYC, OFAC, Reg CC, and Reg E.Protect customer data, ensure confidentiality, and follow documentation procedures.Maintain audit‑ready accuracy in all teller work and branch support tasks.
Team Collaboration & Community Engagement Participate in daily huddles and collaborate with team members to meet branch goals.Support community outreach efforts and represent Nicolet in local engagement activities.Assist with branch operations needs such as supplies, scheduling coverage, or special projects.
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.Performs all other duties as assigned.
Qualifications High school diploma or equivalent required.1+ years of cash‑handling and customer‑service experience required.Prior banking or retail financial‑services experience preferred.Strong customer‑service, communication, and interpersonal skills.Accuracy, attention to detail, and strong cash‑handling discipline.Ability to identify customer needs and confidently make referrals.Working knowledge of deposit products, digital tools, and basic banking services.Ability to manage multiple tasks in a fast‑paced environment.Proficiency with banking systems, digital platforms, and Microsoft Office.
Benefits Medical, Dental, Vision, & Life Insurance401(k) with a company matchPTO & 11 1/2 Paid Holidays
Then "The above statements are intended..." etc. Remove.
We need to decide sections.
We have content about role overview: first paragraphs could be "About the role". Could include description of role and purpose.
Responsibilities: The bullet sections under "As a Universal Banker I, You Will" are responsibilities.
Qualifications: The qualifications block.
Skills: Could be extracted from qualifications? But we have separate "Skills" section maybe not needed if qualifications cover. However we could create Skills section for things like strong customer-service, communication, interpersonal skills, accuracy, attention to detail, cash-handling discipline, ability to identify needs, working knowledge of deposit products, digital tools, basic banking, ability to manage multiple tasks, proficiency with banking systems, digital platforms, Microsoft Office. But those are already in qualifications. The instruction: Prefer a few substantive sections over many thin ones. So we could combine qualifications and skills into one "Qualifications" section that includes both required experience and skills. Or we could have separate "Qualifications" for education/experience and "Skills" for abilities. But we need to avoid thin sections. Let's see: The qualifications block includes both education/experience and skills. Could split but might be thin. Better to have one "Qualifications" section containing all that.
Benefits: we have benefits block.
Pay: Not mentioned. So we should NOT include Pay section.
Schedule: Not mentioned. So omit.
Thus sections: About the role, Responsibilities, Qualifications, Benefits.
We need to use for each section heading. Use - for any list of duties/requirements/benefits. Use
for prose.
We need to preserve all substantive information, not invent or summarize away detail. Must not omit details.
We need to convert the prose into paragraphs, and lists where appropriate.
Let's extract About the role prose: The first few paragraphs up to "As a Universal Banker I, You Will". That includes:
- 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. With locations in Wisconsin, Michigan, Minnesota, Iowa, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
- The Universal Banker I plays a key role in driving new customers and business while expanding existing relationships for Nicolet and your branch, serving as a trusted frontline advisor who reflects Nicolet’s culture, values, and commitment to an exceptional customer experience. In this role, you provide efficient, accurate teller services; deliver strong customer service across all channels; educate customers on digital tools; and proactively identify financial needs to recommend appropriate solutions. You also play a critical role in referring customers to Personal Bankers and lending specialists for deposit accounts, consumer loans, home equity loans, and credit cards. You help sustain branch performance through relationship‑building, needs‑based referrals, operational accuracy, and compliance excellence.
We could combine into one or two paragraphs. Keep as prose.
Responsibilities: The bullet points under each heading: Customer Experience & Relationship Building, Teller Operations & Cash Management, Customer Referrals & Product Education, Problem Resolution & Support, Operational Excellence, Risk & Compliance, Team Collaboration & Community Engagement, General.
We need to turn each into list items? The instruction: Use
- for any list of duties/requirements/benefits. So we can make a
with each duty as - . However each duty currently has multiple sentences; we could keep them as one
- containing multiple sentences. That's fine.
We must not lose any detail. So each duty's text should be included fully.
Let's extract each duty text exactly as given (but we need to ensure proper punctuation and spacing). The original text after each heading:
Customer Experience & Relationship Building: Provide welcoming and professional service across in‑person, phone, and digital channels.Engage customers in needs‑based conversations to understand goals and introduce appropriate solutions.Deliver prompt assistance for routine servicing inquiries; escalate or refer as needed.Build trust by following through on requests and ensuring customers feel valued.Contribute to the achievement of business objectives by conducting internal and external sales calls and other business development activities.
Note there is no space after periods before next sentence? It's "channels.Engage". We should add a space for readability but must preserve substantive information; adding a space is okay as it's not changing meaning. We'll keep sentences separated with a space.
Teller Operations & Cash Management Accurately process deposits, withdrawals, loan payments, transfers, cashier’s checks, and other transactions.Maintain proper cash handling, dual‑control procedures, balancing routines, and vault/ATM support as assigned.Identify suspicious activity, follow fraud‑prevention steps, and escalate concerns promptly.
Customer Referrals & Product Education Identify customer needs and refer opportunities to Personal Bankers or lending specialists for new accounts, consumer loans, home equity loans/lines, and credit cards.Educate customers on digital tools such as mobile banking, online banking, and e‑statements.Support achievement of branch sales and referral goals through disciplined engagement and follow‑up.
Problem Resolution & Support Research and resolve routine issues such as transaction discrepancies, fee questions, and debit‑card concerns within authority.Escalate more complex servicing matters to Personal Bankers or leadership.
Operational Excellence, Risk & Compliance Adhere to operational standards, security practices, and regulatory requirements including BSA/AML, KYC, OFAC, Reg CC, and Reg E.Protect customer data, ensure confidentiality, and follow documentation procedures.Maintain audit‑ready accuracy in all teller work and branch support tasks.
Team Collaboration & Community Engagement Participate in daily huddles and collaborate with team members to meet branch goals.Support community outreach efforts and represent Nicolet in local engagement activities.Assist with branch operations needs such as supplies, scheduling coverage, or special projects.
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.Performs all other duties as assigned.
We need to ensure we don't include boilerplate like EEO statements; the General includes mention of equal employment opportunities and non-discrimination. That's part of the job description; it's not boilerplate? It's a statement about diversity and EEO. The instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. This
- for any list of duties/requirements/benefits. Use
for prose. We need to preserve all substantive information, not invent or summarize away detail. Must not omit details. We need to convert the prose into paragraphs, and lists where appropriate. Let's extract About the role prose: The first few paragraphs up to "As a Universal Banker I, You Will". That includes: - 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. With locations in Wisconsin, Michigan, Minnesota, Iowa, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development. - The Universal Banker I plays a key role in driving new customers and business while expanding existing relationships for Nicolet and your branch, serving as a trusted frontline advisor who reflects Nicolet’s culture, values, and commitment to an exceptional customer experience. In this role, you provide efficient, accurate teller services; deliver strong customer service across all channels; educate customers on digital tools; and proactively identify financial needs to recommend appropriate solutions. You also play a critical role in referring customers to Personal Bankers and lending specialists for deposit accounts, consumer loans, home equity loans, and credit cards. You help sustain branch performance through relationship‑building, needs‑based referrals, operational accuracy, and compliance excellence. We could combine into one or two paragraphs. Keep as prose. Responsibilities: The bullet points under each heading: Customer Experience & Relationship Building, Teller Operations & Cash Management, Customer Referrals & Product Education, Problem Resolution & Support, Operational Excellence, Risk & Compliance, Team Collaboration & Community Engagement, General. We need to turn each into list items? The instruction: Use
- for any list of duties/requirements/benefits. So we can make a
- with each duty as
- . However each duty currently has multiple sentences; we could keep them as one
- containing multiple sentences. That's fine. We must not lose any detail. So each duty's text should be included fully. Let's extract each duty text exactly as given (but we need to ensure proper punctuation and spacing). The original text after each heading: Customer Experience & Relationship Building: Provide welcoming and professional service across in‑person, phone, and digital channels.Engage customers in needs‑based conversations to understand goals and introduce appropriate solutions.Deliver prompt assistance for routine servicing inquiries; escalate or refer as needed.Build trust by following through on requests and ensuring customers feel valued.Contribute to the achievement of business objectives by conducting internal and external sales calls and other business development activities. Note there is no space after periods before next sentence? It's "channels.Engage". We should add a space for readability but must preserve substantive information; adding a space is okay as it's not changing meaning. We'll keep sentences separated with a space. Teller Operations & Cash Management Accurately process deposits, withdrawals, loan payments, transfers, cashier’s checks, and other transactions.Maintain proper cash handling, dual‑control procedures, balancing routines, and vault/ATM support as assigned.Identify suspicious activity, follow fraud‑prevention steps, and escalate concerns promptly. Customer Referrals & Product Education Identify customer needs and refer opportunities to Personal Bankers or lending specialists for new accounts, consumer loans, home equity loans/lines, and credit cards.Educate customers on digital tools such as mobile banking, online banking, and e‑statements.Support achievement of branch sales and referral goals through disciplined engagement and follow‑up. Problem Resolution & Support Research and resolve routine issues such as transaction discrepancies, fee questions, and debit‑card concerns within authority.Escalate more complex servicing matters to Personal Bankers or leadership. Operational Excellence, Risk & Compliance Adhere to operational standards, security practices, and regulatory requirements including BSA/AML, KYC, OFAC, Reg CC, and Reg E.Protect customer data, ensure confidentiality, and follow documentation procedures.Maintain audit‑ready accuracy in all teller work and branch support tasks. Team Collaboration & Community Engagement Participate in daily huddles and collaborate with team members to meet branch goals.Support community outreach efforts and represent Nicolet in local engagement activities.Assist with branch operations needs such as supplies, scheduling coverage, or special projects. 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.Performs all other duties as assigned. We need to ensure we don't include boilerplate like EEO statements; the General includes mention of equal employment opportunities and non-discrimination. That's part of the job description; it's not boilerplate? It's a statement about diversity and EEO. The instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. This
- for any list of duties/requirements/benefits. So we can make a