Personal Banker I

Nicolet National Bank•Appleton, WI

35d•Onsite

About The Position

The Personal 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 financial advisor who reflects Nicolet’s culture, values, and commitment to exceptional customer experience. In this role, you engage customers in meaningful, needs‑based conversations to provide tailored financial guidance, support account openings and servicing, and assist with transactions across channels. You proactively identify opportunities to deepen relationships through education, referrals, and recommending solutions. You also support consumer lending by assisting with inquiries, gathering information, and preparing loan applications, referring to specialists when appropriate.

Requirements

High school diploma or equivalent.
2 years customer service/cash handling; banking preferred.
Customer service and communication skills.
Needs‑based sales and referral capability.
Knowledge of deposits, digital banking, and consumer lending.
Proficiency with systems and Microsoft Office.

Responsibilities

Deliver a highly personalized and consultative customer experience across in-person, phone, and digital channels.
Conduct deeper financial conversations to understand short and long-term needs and recommend appropriate deposit, lending, and digital solutions.
Serve as a trusted resource for service and account support.
Open and service consumer and small business deposit and loan accounts; complete account maintenance and ensure accuracy of documentation.
Process deposits, withdrawals, payments, transfers, official checks, and related financial transactions.
Assist with debit/ATM issuance, safe-deposit access, check orders, foreign currency exchange (as applicable), and digital banking troubleshooting.
Identify opportunities to expand relationships through product recommendations, financial education, and proactive outreach.
Use available reports and tools to identify customer needs, product gaps, and targeted calling opportunities.
Contribute to the achievement of business objectives by conducting internal and external sales calls and other business development activities.
Refer customers to internal specialists (mortgage, commercial banking, wealth) to ensure a comprehensive financial experience.
Meet and exceed assigned individual and branch-level sales, service, and referral goals.
Educate customers on loan options.
Prepare and process loan applications within authority.
Maintain compliance in all lending interactions.
Research and resolve account discrepancies and issues.
Adhere to regulations and operational standards.
Support teller and vault operations as needed.
Participate in team huddles and branch initiatives.
Represent Nicolet in community outreach.
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 the quality of services provided by Nicolet.
Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet’s policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
Performs all other duties as assigned.