Universal Banker I (Teller)

Nicolet National Bank•Neenah, WI

About The Position

The Universal Banker I plays a key role in attracting new customers and business while expanding existing customer relationships. As a trusted frontline advisor, the role reflects Nicolet National Bank’s culture, values, and commitment to an exceptional customer experience. The position provides accurate teller services and customer support across in-person, phone, and digital channels; educates customers about digital tools; identifies financial needs; and refers customers to Personal Bankers and lending specialists for relevant products and services. The Universal Banker I also supports branch performance through relationship-building, needs-based referrals, operational accuracy, and compliance. The role includes cash and teller operations, routine issue resolution, fraud prevention, regulatory compliance, team collaboration, and participation in community engagement. The position may also assist with branch operational needs and other assigned duties.

Requirements

High school diploma or equivalent.
At least 1 year of cash-handling and customer-service experience.
Strong customer-service, communication, and interpersonal skills.
Accuracy, attention to detail, and disciplined cash-handling skills.
Ability to identify customer needs and confidently make referrals.
Working knowledge of deposit products, digital tools, and basic banking services.
Ability to manage multiple tasks in a fast-paced environment.
Proficiency with banking systems, digital platforms, and Microsoft Office.

Nice To Haves

Prior banking or retail financial-services experience.

Responsibilities

Provide welcoming, professional service across in-person, phone, and digital channels.
Engage customers in needs-based conversations, identify goals, introduce appropriate solutions, and follow through on requests.
Provide prompt assistance with routine servicing inquiries and escalate or refer issues as needed.
Conduct internal and external sales calls and other business development activities.
Accurately process deposits, withdrawals, loan payments, transfers, cashier’s checks, and other transactions.
Follow cash-handling, dual-control, balancing, vault, and ATM procedures as assigned.
Identify suspicious activity, follow fraud-prevention steps, and promptly escalate concerns.
Refer customer opportunities to Personal Bankers or lending specialists for deposit accounts, consumer loans, home equity loans or lines, and credit cards.
Educate customers about mobile banking, online banking, e-statements, and other digital tools.
Support branch sales and referral goals through customer engagement and follow-up.
Research and resolve routine issues such as transaction discrepancies, fee questions, and debit-card concerns within the role’s authority; escalate more complex matters.
Follow operational standards, security practices, and regulatory requirements, including BSA/AML, KYC, OFAC, Reg CC, and Reg E.
Protect customer information, maintain confidentiality, follow documentation procedures, and ensure teller work is accurate and audit-ready.
Participate in daily huddles and collaborate with team members to meet branch goals.
Support community outreach and represent Nicolet in local engagement activities.
Assist with branch needs such as supplies, scheduling coverage, or special projects.
Maintain appropriate controls and comply with applicable laws, regulations, company policies, and equal employment and nondiscrimination policies.
Work respectfully with others and support inclusion of different perspectives.
Perform other duties as assigned.