Assistant Branch Manager

Nicolet National Bank•Fairfield, IA

About The Position

At Nicolet National Bank, the Assistant Branch Manager supports community banking by putting customer needs first and helping deliver excellent service. The role is a player-coach who models Nicolet’s culture and values, contributes to customer acquisition and relationship growth, and partners with the Branch Manager to execute the branch business plan. The Assistant Branch Manager supports sales execution, customer delivery, operational discipline, and risk and compliance performance; coaches Universal Bankers; leads daily execution; handles escalations; and serves as acting manager when needed. The role also maintains personal production through needs-based conversations, referrals, and opening and servicing deposit and loan accounts. The position includes coaching and coordinating Universal Bankers and Personal Bankers, supporting hiring and onboarding, and contributing to team development. It maintains branch controls and compliance, oversees daily administration and operational readiness, monitors performance and exception reporting, and represents the branch in community activities as requested. The role also participates in local events and financial-wellness efforts to strengthen community relationships and Nicolet’s visibility. Nicolet National Bank describes its culture as grounded in community banking, customer excellence, and investing in employee growth and development. The company operates in Wisconsin, Michigan, Minnesota, Iowa, and Florida.

Requirements

High school diploma or equivalent required.
3–5 years of retail banking experience, with success in frontline roles such as Universal Banker or Personal Banker.
Experience opening consumer deposit accounts and delivering referrals across lines of business.
Exposure to branch operations and control processes.
Customer-facing skills and the ability to coach others on needs-based conversations and service excellence.
Understanding of consumer deposit products, payments, digital banking, frontline operations, and consumer-lending referral options.
Working knowledge of branch regulatory and risk requirements, including BSA/AML, KYC/CIP, OFAC, Reg CC/E, privacy, and information security.
Ability to analyze activity and production dashboards and translate insights into daily actions.
Organization, prioritization, and follow-through in a fast-paced environment, with high attention to detail and accuracy.
Proficiency with banking systems/CRM, branch platforms, and Microsoft Office.
Commitment to applicable equal-employment and non-discrimination policies and to inclusion and respect for different perspectives.

Nice To Haves

Associate’s or Bachelor’s degree.
Prior coaching or leadership experience.

Responsibilities

Execute a daily sales rhythm, including huddles, pipeline reviews, callbacks, and outbound follow-up, to acquire customers and deepen relationships.
Model needs-based conversations and coach teammates on discovery, product positioning, and handoffs to mortgage, commercial, and wealth specialists.
Maintain personal customer activity to meet referral and service goals and support branch scorecard results.
Identify relationship-growth opportunities through product recommendations, financial education, and proactive outreach.
Use reports and tools to identify customer needs, product gaps, and targeted calling opportunities.
Conduct internal and external sales calls and other business-development activities.
Refer customers to internal specialists, including mortgage, commercial banking, and wealth management.
Meet and exceed assigned individual and branch-level sales, service, and referral goals.
Open and service deposit and loan accounts.
Deliver a frictionless customer experience across in-person, phone, and digital channels, and ensure timely follow-through on escalations.
Monitor lobby and queue management and staffing to maintain service levels and timely responses.
Support hiring, onboarding, scheduling, and day-to-day coaching for Universal Bankers I/II and Personal Bankers I/II, including real-time feedback.
Recognize strong performance, address gaps with structured coaching plans, and contribute to succession planning and skills development.
Reinforce a respectful, inclusive, and engaged team culture aligned with Nicolet’s core values.
Maintain audit-ready controls for cash handling and dual control, vault and ATM operations, safe-deposit procedures, night depository, and branch security.
Ensure adherence to policies and regulations, including BSA/AML, KYC/CIP, OFAC, Reg CC/E, privacy, information security, and fair lending/UDAP.
Conduct operational reviews, resolve exceptions, and promptly escalate issues to the Branch Manager or control partners.
Oversee opening and closing procedures, scheduling and coverage, and supply management; ensure equipment and systems are ready.
Monitor dashboards and reports for activity, production, referrals, and operational exceptions, and take corrective action to keep the branch on plan.
Serve as acting Branch Manager during absences and represent the branch in meetings or community activities as requested.
Participate in local events and financial-wellness efforts, build relationships that strengthen referral networks and visibility, and advance Nicolet’s reputation for relationship banking and responsible growth.
Provide day-to-day coaching, direction, and work coordination for Universal Bankers I/II and Personal Bankers I/II; may provide input on hiring, evaluations, recognition, and corrective actions in partnership with the Branch Manager and HR.
Maintain appropriate controls and comply with applicable laws and regulations in accordance with Nicolet’s philosophy and policies.
Support equal employment opportunity and non-discrimination, and work respectfully and inclusively with people from different backgrounds and perspectives.
Perform other duties as assigned.