Private Client Specialist

JOB REQUIREMENTS: 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, Iowa, 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 Private Client Specialist is responsible for delivering superior service to Private clients and assisting Private Client Advisors. As a Private Client Specialist, you will: Provide outstanding customer service by: Maintaining an understanding of all Nicolet Bank services and products. Answering all calls, text messages and emails in a prompt manner. Follow through on all client and private client advisor requests. Develop meaningful relationships with private clients, prospective clients, private client advisors, internal partners, operations, and underwriting. Primary contact for daily maintenance of accounts and acts as back up to the Private Client Advisor for loan closings for well-established client relationships. Opens and maintains new personal and business accounts including but not limited to checking, savings, certificates of deposit, health savings accounts and individual retirement accounts. Orders Debit cards, checks and foreign currency. Work with wires team for client request for domestic and international wires and ensuring it is completed accurately, safely and promptly as needed. Understands proper account titling to ensure no disruption to client estate plans. Enters mortgage and consumer loan applications, conducts credit checks and collection of all underwriting documentation. Assist clients with managing risk associated with their accounts to help prevent unauthorized activity and fraud exposure. Review and monitor loan renewals, CD renewals, rate exceptions on deposit accounts and CDs. Attend department meetings, trainings and continue to develop knowledge of Private Client policies, procedures, products and customer base. Assist in coordinating customer events and outings. Provide ongoing... For full info follow application link. An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. If you have any questions or need assistance in the application process, please contact HR at [email protected] ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/3D29D948F1CB4923