Universal Banker I (Teller)
Nicolet National Bank · Eagle River, WI · 1 mo ago
FinanceFull-time
About the role
At Nicolet National Bank, the culture is built on community‑banking principles, putting customers first and living the Core Values in every interaction. The Universal Banker I drives new customer acquisition and expands existing relationships, serving as a trusted frontline advisor who delivers an exceptional customer experience across in‑person, phone, and digital channels. The role blends efficient teller services, strong relationship‑building, product education, and compliance excellence to support branch performance.
Responsibilities
- 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 business objectives through 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 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 service quality. Understand and communicate the value of diversity, working successfully with others without regard to protected classifications, and commit to equal employment opportunity and inclusion. Perform 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 Insurance
- 401(k) with a company match
- PTO & 11 ½ Paid Holidays