Assistant Branch Manager

Nicolet National Bank•Fairfield, IA

18d

About The Position

At Nicolet National Bank, the Assistant Branch Manager plays a key role in acquiring new customers and expanding existing relationships. This player-coach models the bank’s culture, values, and commitment to excellent customer and community experiences. In partnership with the Branch Manager, the role executes the branch business plan, strengthens sales execution, and supports customer service, operational discipline, and risk and compliance performance. The Assistant Branch Manager coaches Universal Bankers, leads daily branch execution, handles escalations, and serves as acting manager when needed. The role also maintains personal production through needs-based customer conversations, referrals, and opening deposit and loan accounts. The position supports relationship growth, customer experience, team development, branch operations, compliance, and community presence. It provides day-to-day direction and coordination for Universal Bankers I/II and Personal Bankers I/II, and may contribute to hiring, evaluations, recognition, and corrective actions in partnership with the Branch Manager and HR. The role must uphold Nicolet’s policies and legal responsibilities and support an inclusive, respectful workplace. Other duties may be assigned.

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.
High attention to detail and accuracy.
Proficiency with banking systems or CRM, branch platforms, and Microsoft Office.

Nice To Haves

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

Responsibilities

Lead a daily sales rhythm, including huddles, pipeline reviews, callbacks, and outbound follow-up, to acquire customers and deepen existing relationships.
Model needs-based conversations and coach teammates on customer discovery, product positioning, and handoffs to specialists.
Maintain personal customer activity to meet referral and service goals and support branch scorecard results.
Identify opportunities to expand customer relationships 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 mortgage, commercial banking, and wealth-management specialists.
Meet individual and branch-level sales, service, and referral goals.
Open and service deposit and loan accounts.
Promote a smooth customer experience across in-person, phone, and digital channels, ensuring timely follow-through on escalations.
Monitor lobby and queue management and staffing to maintain service levels.
Support hiring, onboarding, scheduling, and day-to-day coaching for Universal Bankers I/II and Personal Bankers I/II; provide real-time feedback.
Recognize strong performance and address performance gaps through structured coaching plans; contribute to succession planning and skills development.
Reinforce a respectful, inclusive, and engaged team culture aligned with Nicolet’s core values.
Maintain an audit-ready control environment covering cash handling, dual control, vault and ATM controls, safe-deposit procedures, night depository, and branch security.
Ensure adherence to applicable policies and regulations, including BSA/AML, KYC/CIP, OFAC, Reg CC/E, privacy, information security, and fair lending/UDAP requirements.
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 when requested.
Participate in local events and financial-wellness efforts and build relationships that strengthen referral networks and local visibility.
Promote Nicolet’s reputation for relationship banking and responsible growth.
Maintain appropriate controls and comply with applicable laws and regulations.
Communicate the value of workplace diversity and work respectfully with others across backgrounds and identities, supporting equal opportunity and inclusion.
Perform other duties as assigned.