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Universal Banker II

Nicolet National Bank•Neenah, WI

About The Position

At Nicolet National Bank, the Universal Banker II serves as a trusted frontline advisor and helps attract new customers and business while expanding existing relationships. The role reflects the bank’s community-banking culture and commitment to exceptional customer service. It performs Universal Banker I responsibilities—including teller operations, digital support, and needs-based referrals—with the additional ability to open and service consumer deposit accounts. The banker conducts deeper financial conversations, recommends appropriate solutions, supports credit referrals, and contributes to branch performance through customer engagement, accurate operations, referrals, and compliance.

Requirements

  • High school diploma or equivalent.
  • 1–2 years of banking, customer-service, or cash-handling experience.
  • Strong customer-service, communication, and interpersonal skills.
  • Knowledge of deposit products, digital tools, branch operations, and onboarding processes.
  • Ability to conduct needs-based conversations and make confident product referrals.
  • Accuracy and attention to detail in account-opening and cash-handling environments.
  • Strong organizational and problem-solving skills, with the ability to prioritize in a dynamic environment.
  • Proficiency with banking systems, digital platforms, and Microsoft Office.

Nice To Haves

  • Prior experience opening consumer deposit accounts.
  • Exposure to branch sales, referrals, and basic financial-services concepts.

Responsibilities

  • Deliver welcoming, professional service across in-person, phone, and digital channels.
  • Conduct needs-based conversations to understand customer goals and recommend appropriate solutions.
  • Assist with customer servicing requests and provide timely follow-up.
  • Process deposits, withdrawals, loan payments, transfers, cashier’s checks, and other transactions accurately.
  • Balance the cash drawer and assist with vault, ATM, night depository, and dual-control responsibilities.
  • Identify suspicious or potentially fraudulent behavior and escalate it appropriately.
  • Open and service consumer checking, savings, money market, and CD accounts.
  • Complete account maintenance, customer information updates, and documentation reviews accurately.
  • Ensure account onboarding complies with KYC, CIP, identity-verification, and policy requirements.
  • Educate customers on account features, benefits, and digital access tools.
  • Identify financial needs and recommend Nicolet products and services.
  • Meet referral, service, and activity expectations aligned with branch goals.
  • Refer customers to partners for consumer loans, home equity loans or lines, credit cards, business banking, and investment or wealth services.
  • Conduct disciplined outreach and follow-ups and manage a referral pipeline.
  • Conduct internal and external sales calls and other business-development activities to support business objectives.
  • Resolve account issues, transaction discrepancies, fee inquiries, and debit-card concerns professionally; escalate complex matters as appropriate.
  • Follow bank policies and applicable regulations, including BSA/AML, KYC, OFAC, Reg CC, Reg E, privacy, and security requirements.
  • Maintain accurate records and documentation and audit-ready practices; adhere to branch procedures and risk-mitigation standards.
  • Participate in team huddles, share observations, and support branch goals.
  • Represent Nicolet in community involvement and customer-engagement activities.
  • Provide informal support to Universal Banker I colleagues to help build their skills and confidence.
  • Maintain appropriate controls and comply with applicable laws and regulations.
  • Support equal employment opportunity, inclusion, and respectful collaboration across differences.
  • Perform other duties as assigned.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • 401(k) with company match
  • PTO
  • 11 1/2 paid holidays
  • $500 sign-on bonus

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