Retirement Plan Services Education Specialist (Bilingual Preferred)

Nicolet National Bank•Green Bay, WI

6d•Hybrid

About The Position

The Retirement Plan Services Education Specialist is responsible for managing client relationships, including employee education, and promoting trust and retirement plan services to new and existing customers. Nicolet National Bank is a community bank with locations across multiple states, committed to serving its customers and investing in employee growth. The bank values its employees and strives to create a supportive work environment.

Requirements

Bachelor’s degree in business, Finance or related field of study preferred.
Bilingual in English and Spanish is preferred.
PC, phone system, general office equipment.
Proficiency with Microsoft Office applications.
Ability to maintain strict confidentiality.
Ability to effectively promote Nicolet as a bank of choice.
In-depth knowledge of banking positions.
Strong organizational, multi-tasking and prioritizing skills.
Self-motivated and resourceful.

Nice To Haves

The role has career advancement opportunities within the RPS team

Responsibilities

Manage assigned client relationships and maintain contact with existing customers to ensure high quality service delivery and to develop additional business.
Develop a customized employee education plan based on company goals.
Meet with employees in a group or one-on-one setting to provide education and help newly-eligible employees enroll in the plan. Education is often provided at the client’s business, resulting in frequent local travel.
Keep abreast of new regulations relative to retirement plans and legal and tax consequences and strategies.
Work with others in the trust department to achieve team goals and objectives, including assistance in the development of marketing/client materials.
Support and participate in the management of the bank’s goals and objectives through referrals and cross-selling opportunities.
Participate in community and business activities to enhance the image and position of the bank and to develop new business for the trust department.
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.