Universal Banker I (Teller)
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. 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.
Responsibilities
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.
- 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.
Additionally, you will be responsible for:
- Teller Operations & Cash Management: Accurately process deposits, withdrawals, loan payments, transfers, cashier’s checks, and other transactions.
- 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.
- Problem Resolution & Support: Research and resolve routine issues such as transaction discrepancies, fee questions, and debit-card concerns within authority.
- Operational Excellence, Risk & Compliance: Adhere to operational standards, security practices, and regulatory requirements including BSA/AML, KYC, OFAC, Reg CC, and Reg E.
- Team Collaboration & Community Engagement: Participate in daily huddles and collaborate with team members to meet branch goals.
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 Insurance
- 401(k) with a company match
- PTO & 11 1/2 Paid Holidays