WEALTH INVESTMENT ASSOCIATE

Nicolet National Bank is seeking a Wealth Investment Associate in Green Bay, WI. The role involves providing excellent customer service, completing transactions, and promoting bank products. Responsibilities include cash handling, resolving customer issues, and ensuring compliance with banking regulations. The bank values community service and employee development, emphasizing a respectful and supportive work environment.
About the position

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, and Florida, we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development. The Teller position is responsible for interacting with customers to complete transactions, resolve problems, and cross-sell Nicolet products and services. Promotes business for Nicolet by maintaining a high level of customer service and by referring customers to appropriate staff where necessary. As a Teller, you will attract and retain customer relationships by extending a courteous greeting and by providing accurate and timely customer service which includes, but is not limited to, cashing checks, accepting deposits and withdrawals, handling loan payments, dispensing cashier's checks and bonds, and paying savings withdrawals within established guidelines to ensure customer satisfaction. You will also organize, balance, and proof cash daily to maintain accurate transactions processed. Identifying payees and verifying signatures and endorsements is a key part of your role. Staying current on applicable banking regulations and security procedures and practices to prevent fraud or other bank losses and to comply with regulatory requirements is essential. You will answer customer telephone inquiries and provide information in accordance with Nicolet policies, assist with night depository duties, and promote Nicolet products and services by identifying customer needs and suggesting appropriate products to increase customer account relationships. Additionally, you will recommend corrective services to resolve customer complaints and 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 Nicolet. 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 is also expected. You will perform all other duties as assigned.

Responsibilities
• Interact with customers to complete transactions and resolve problems.
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• Cross-sell Nicolet products and services to promote business.
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• Provide accurate and timely customer service, including cashing checks, accepting deposits and withdrawals, and handling loan payments.
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• Organize, balance, and proof cash daily to maintain accurate transactions processed.
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• Identify payees and verify signatures and endorsements.
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• Stay current on applicable banking regulations and security procedures to prevent fraud and comply with regulatory requirements.
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• Answer customer telephone inquiries and provide information according to Nicolet policies.
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• Assist with night depository duties, including logging bags, processing deposits, and issuing receipts.
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• Promote Nicolet products and services by identifying customer needs and suggesting appropriate products.
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• Recommend corrective services to resolve customer complaints.
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• Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure compliance with laws and regulations.

Requirements
• High School diploma or equivalent.
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• 1+ years of cash handling experience.

Nice-to-haves

Benefits