Universal Banker I (Teller) - $500 Sign-On Bonus
Nicolet National Bank · Sister Bay, WI · 1 mo ago
SalesFull-time
About the role
At Nicolet National Bank, the Universal Banker I plays a key role in driving new customers and business while expanding existing relationships, serving as a trusted frontline advisor who reflects the bank’s culture, values, and commitment to an exceptional customer experience.
Responsibilities
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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 protected characteristics.
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.
Skills
- 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 Insurance
- 401(k) with a company match
- PTO & 11 ½ Paid Holidays