Personal Banker II
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Job overview
The Personal Banker II drives new customer and business growth while expanding existing relationships. The role provides advanced financial guidance, particularly in Home Equity and consumer lending, and supports customers across deposit, digital, and lending needs. It manages complex customer relationships and portfolios, conducts consultative conversations, and helps customers through lending applications, approval, and closing.
Skills & qualifications
Skills
Full job description
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 Personal Banker II will play a key role in driving new customers and business while expanding existing relationships for Nicolet and your branch. You serve as a trusted financial advisor-bringing a more advanced level of expertise, particularly in Home Equity and broader consumer lending-while exemplifying Nicolet's culture, values, and commitment to an exceptional customer experience. In this elevated role, you engage customers with deeper, consultative conversations to understand their financial goals, recommend sophisticated solutions, and provide comprehensive guidance across deposit, digital, and lending needs. You support and often lead consumer lending activities-including Home Equity products-by gathering and analyzing credit information, structuring applications, preparing files, and guiding customers through approval and closing. As an experienced frontline advisor, you help drive branch growth, manage a more complex customer portfolio, and strengthen longterm relationships through proactive outreach, targeted financial guidance, and consistent delivery of Nicolet's service standards. As a Personal Banker II, you will: Advanced Customer Experience & Advisory Engagement: Deliver a highly personalized and consultative customer experience across inperson, phone, and digital channels. Conduct deeper financial conversations to understand short and longterm needs and recommend appropriate deposit, lending, and digital solutions. Serve as a primary point of contact for more complex customer relationships, partnering internally when additional expertise is needed. Account Opening, Servicing & Transaction Support: Open and service consumer and smallbusiness (as authorized) accounts; complete account maintenance... 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/551CCFE5BAC8455C
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