Private Client Associate

Nicolet National Bank•Iowa City, IA

About The Position

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. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, Colorado, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development. The Private Client Associate is responsible for delivering superior service to Private Banking clients and assisting Private Client Advisors.

Requirements

High School diploma or equivalent required.
1-3 years in banking, finance or investment environment.
Proficient use of PC, phone system, general office equipment.
Ability to learn, apply and train on new software applications.
Exceptional Customer Service skills.
Ability to multi-task and prioritize work.
Ability to work well under pressure and respond appropriately to challenging customer situations.
Must be self-motivated and capable of making decisions with limited direction.
Strong organizational skills.
Knowledge of bank products and ability to cross sell when appropriate.
High degree of accuracy and attention to detail.
Ability to maintain strict confidentiality.
Effective verbal and written communication skills and strong interpersonal skills.

Nice To Haves

Associate degree or bachelor’s degree in business, Finance, or similar program preferred.

Responsibilities

Provide outstanding customer service by maintaining an understanding of all Nicolet Bank services and products, answering all calls and emails in a prompt manner, and following through on all client and private banker requests.
Develop meaningful relationships with private banking clients, prospective clients, private bankers, internal partners, operations and underwriting, with an increased focus on cross-selling across all Nicolet departments.
Serve as the primary contact for daily maintenance of accounts and act as backup to the private banker for loan closings for well-established client relationships.
Open and maintain new personal and business accounts including checking, savings, certificates of deposit, health savings accounts and individual retirement accounts.
Order ATM and Debit cards, checks, foreign currency and wires domestic and international funds accurately, safely and promptly as needed.
Understand proper account titling to ensure no disruption to client estate plans.
Enter mortgage and consumer loan applications, conduct credit checks and collect all underwriting documentation.
Assist clients with managing risk associated with their accounts to help prevent unauthorized activity and fraud exposure.
Review and monitor loan and CD renewal lists.
Maintain internal customer file integrity.
Attend department meetings and trainings, and continue to develop knowledge of Private Banking policies, procedures, products and customer base.
Assist in coordinating customer events and outings.
Assist with all compliance and regulatory requirements to help mitigate risk to the bank and client accounts.
Participate in community boards, committees and other volunteer activities to network and build own book of business.
Join the Private Client Advisors on annual meetings and may act as the lead relationship manager on a small set of clients.
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 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.
Perform all other duties as assigned.