Universal Banker I

Nicolet National Bank•Neenah, WI

About The Position

The Universal 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 frontline advisor who reflects Nicolet’s culture, values, and commitment to an exceptional customer experience. In this role, you provide efficient, accurate teller services; deliver strong customer service across all channels; educate customers on digital tools; and proactively identify financial needs to recommend appropriate solutions. You also play a critical role in referring customers to Personal Bankers and lending specialists for deposit accounts, consumer loans, home equity loans, and credit cards. You help sustain branch performance through relationship‑building, needs‑based referrals, operational accuracy, and compliance excellence.

Requirements

High school diploma or equivalent required.
1+ years of cash‑handling and customer‑service experience required.

Nice To Haves

Prior banking or retail financial‑services experience preferred.

Responsibilities

Provide welcoming and professional service across in‑person, phone, and digital channels.
Engage customers in needs‑based conversations to understand goals and introduce appropriate solutions.
Deliver prompt assistance for routine servicing inquiries; escalate or refer as needed.
Build trust by following through on requests and ensuring customers feel valued.
Contribute to the achievement of business objectives by conducting internal and external sales calls and other business development activities.
Accurately process deposits, withdrawals, loan payments, transfers, cashier’s checks, and other transactions.
Maintain proper cash handling, dual‑control procedures, balancing routines, and vault/ATM support as assigned.
Identify suspicious activity, follow fraud‑prevention steps, and escalate concerns promptly.
Identify customer needs and refer opportunities to Personal Bankers or lending specialists for new accounts, consumer loans, home equity loans/lines, and credit cards.
Educate customers on digital tools such as mobile banking, online banking, and e‑statements.
Support achievement of branch sales and referral goals through disciplined engagement and follow‑up.
Research and resolve routine issues such as transaction discrepancies, fee questions, and debit‑card concerns within authority.
Escalate more complex servicing matters to Personal Bankers or leadership.
Adhere to operational standards, security practices, and regulatory requirements including BSA/AML, KYC, OFAC, Reg CC, and Reg E.
Protect customer data, ensure confidentiality, and follow documentation procedures.
Maintain audit‑ready accuracy in all teller work and branch support tasks.
Participate in daily huddles and collaborate with team members to meet branch goals.
Support community outreach efforts and represent Nicolet in local engagement activities.
Assist with branch operations needs such as supplies, scheduling coverage, or special projects.
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.