Universal Banker I

Nicolet National Bank•Eau Claire, WI

About The Position

The Universal Banker I is a frontline advisor who helps attract new customers and grow existing relationships while delivering an exceptional customer experience. The role provides accurate teller services, supports customers across in-person, phone, and digital channels, educates customers about digital banking tools, and identifies financial needs to recommend solutions or refer customers to Personal Bankers and lending specialists. The position contributes to branch goals through relationship-building, business development, referrals, operational accuracy, and compliance.

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.
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 and professional service across in-person, phone, and digital channels.
Engage customers in needs-based conversations, introduce appropriate solutions, and follow through on requests.
Assist with routine servicing inquiries and refer or escalate matters as needed.
Conduct internal and external sales calls and other business development activities.
Process deposits, withdrawals, loan payments, transfers, cashier’s checks, and other transactions accurately.
Follow cash-handling, dual-control, balancing, vault, and ATM procedures as assigned.
Identify suspicious activity, follow fraud-prevention procedures, and promptly escalate concerns.
Refer customer opportunities to Personal Bankers or lending specialists for accounts, consumer loans, home equity loans or lines, and credit cards.
Educate customers on 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 transaction discrepancies, fee questions, and debit-card concerns within authority; escalate complex matters.
Follow operational, security, regulatory, confidentiality, data-protection, and documentation requirements, including BSA/AML, KYC, OFAC, Reg CC, and Reg E.
Maintain accurate, audit-ready teller work and branch support tasks.
Participate in daily huddles and collaborate with colleagues to meet branch goals.
Support community outreach and represent Nicolet in local engagement activities.
Assist with branch needs such as supplies, scheduling coverage, and special projects.
Maintain appropriate controls and comply with applicable laws, regulations, and company policies.
Work respectfully with others and support equal opportunity, inclusion, and non-discrimination.
Perform other duties as assigned.