Johnson Financial Group jobs in Appleton, WI - 22 jobs

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 employes 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. This position is responsible for providing administrative support and assistance to the treasury management sales team in the areas of customer onboarding, implementation, record keeping, correspondence, report preparation and customer service. As a Treasury Management Admin/Banker, you will: * Works with the treasury management team (Sales, Support, Doc Prep, and Operations) to complete account and treasury management paperwork such as account opening documents, maintenance to existing accounts, preparing TM Review documents, inputting cases to the Bank CRM portal, and orders account and service supplies. Assists treasury management team with various project work as needed. * Responds to customer inquiries and resolves requests timely and accurately to ensure customer satisfaction and retention. * Provides courteous, professional services by receiving, screening, and transferring telephone calls and providing routine information to internal or external customers as needed. * Performs a variety of administrative support tasks such as typing, copying, scanning and other duties as necessary. * Interacts and responds with branch personnel and other areas of the Bank timely and appropriately. * Follows the guidelines of the continuity program with all bank customers and participates in training forums/sessions on items related to the functions of the position. * 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 services provided by Nicolet. * Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status, or other non-job-related classification, including 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. * Performs all other duties as assigned. Qualifications: * Associate or Bachelors Degree in Business Administration, Finance, or related field * Experience in banking environment, preferably in Treasury Management, Retail Banking, Commercial, Credit or related department. * Ability to represent the bank in a professional and positive manner. * Effective verbal and written communication skills and strong interpersonal skills. * Strong organization and attention to detail. * Knowledge of business banking products and services. * Proficiency with computer applications. * Ability to maintain strict confidentiality. Benefits: * Medical, Dental, Vision, & Life Insurance * 401(k) with a company match * PT0 & 11 1/2 Paid Holidays The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position. Equal Opportunity Employer/Veterans/Disabled

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 Retirement Plan Services Consultant is the responsible for managing client relationships, including employee education, and promoting trust and retirement plan services to new and existing customers. As a Retirement Plan Services Consultant, you will: * Manage assigned client relationships and maintain contact with existing customers to ensure high quality service delivery and to develop additional business. * Develop new retirement plan services and trust business. * Keep abreast of new regulations relative to retirement plans and legal and tax consequences and strategies. * Advise clients, concerning the design and administration of pension, profit sharing and other retirement benefit trust plans. * Work with others in the trust department to achieve team goals and objectives, including assistance in the development of marketing/client materials. * Support and participate in the management of the bank's goals and objectives through referrals and cross selling opportunities. * Participate in community and business activities to enhance the image and position of the bank and to develop new business for the trust department. * 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 services provided by Nicolet. * Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including 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. * Performs all other duties as assigned. Qualifications: * 2+ years of Retirement Plan Services Consulting is required * Bachelor's degree in business, Finance or related field of study preferred * PC, phone system, general office equipment * Proficiency with Microsoft Office applications * Ability to maintain strict confidentiality * Ability to effectively promote Nicolet as a bank of choice * In-depth knowledge of banking positions * Strong organizational, multi-tasking and prioritizing skills * Self-motivated and resourceful Benefits: * Medical, Dental, Vision, & Life Insurance * 401(k) with a company match * PTO & 11 1/2 Paid Holidays The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position. Equal Opportunity Employer/Veterans/Disabled

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. As a Branch Manager, you are responsible for driving new business Nicolet and your branch. Coach and drive daily sales process, lead team in achieving planned performance goals, acquiring new consumer and business customers; initiate referrals to partners, deepen all existing customer relationships, and are proactive in developing business inside and outside of the branch. You lead all facets of sales, service and operations of the branch. As a Branch Manager, you will: Foster a culture aligned to Nicolet's purpose, core values and strategy and role models Nicolet values and behaviors in all that they do. Develop and execute a branch business plan to maximize business growth, wallet share and achieve customer retention and acquisition objectives. Contribute to the achievement of business objectives by conducting sales calls, establishing a personal referral network and other business development activities. Maintain active involvement in the community and develops key business and community relationships. Improve team performance, recognizes and rewards performance, coach employees, support their development and manages poor performance. Deepen consumer and business customer relationships by providing a memorable customer experience. Coach and deliver needs-based sales process to proactively identify the financial needs of current or prospective customers and recommends appropriate solutions to meet those needs. Cultivate key internal partnerships to drive business in trade area. Manage overall operations of the branch, adhering to all operational, security, risk and regulatory related policies and procedures. Maintain knowledge and educates teams on all products, services, technology and policies. Actively lead the recruitment/hiring/onboarding process ensuring team is staffed with colleagues suitable for Nicolet's culture. Develop and maintain a network in the community to enhance Nicolet's visibility and builds strong referral sources for new business. Support Nicolet's community involvement and participates in community activities. Create a culture that attracts, retains and grow a team that values diversity, inclusion, and engagement. Ensure proper operations/risk discipline, controls and culture are in place to identify, escalate and debate issues. 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 services provided by Nicolet. Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including 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. Performs all other duties as assigned. Qualifications: Associates degree in banking, Finance or related field 3-5-years retail banking experience required 5+ years retail banking with management experience preferred Benefits: Medical, Dental, Vision, & Life Insurance 401(k) with a company match PT0 & 11 1/2 Paid Holidays The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position. Equal Opportunity Employer/Veterans/Disabled

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 employes 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 Post Closing Specialist I - Commercial/Ag is Primarily responsible for managing the banks collateral risk for Commercial / Agricultural loans by performing the following functions after loan booking. Securing and releasing collateral and processing paid notes. As a Post Closing Specialist, you will: * Secure and track, as needed, all types of collateral documentation including, but not limited to, mortgages, UCC filings, final titles, life insurance, vehicle liens, investment account assignments. * Process paid loans by preparing paid in full letters, releasing collateral, completing tracking items and sending required paid in full documentation to the customer. * Process case requests from bank employees for various loan maintenance requests related to Post Closing tasks. * 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 services provided by Nicolet. * Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including 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. * Performs all other duties as assigned. Qualifications * High School Diploma or equivalent * 1-year relevant experience preferred. * Strong organizational, multi-tasking and prioritizing skills * High degree of accuracy * Self-motivated, resourceful, and strong work ethic Benefits: * Medical, Dental, Vision, & Life Insurance * 401(k) with a company match * PT0 & 11 1/2 Paid Holidays The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position. Equal Opportunity Employer/Veterans/Disabled

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 Developmental Appraisal Review Specialist is responsible for managing the review and approval of commercial and agricultural appraisals. They are responsible for the review and approval of internal and external evaluations. As a Developmental Appraisal Review Specialist, you will: Perform an independent review of appraisals, based on the Appraisal Review Specialist's independent judgment and discretion, to determine the reasonableness and accuracy of the appraisal. Ensure technical compliance with applicable Nicolet policies, regulations, and appraisal standards. The Appraisal Review Specialist's review shall include, but shall not limited to, the reasonableness of the comparable values used by the appraiser, the appraiser's calculations and methodologies, and the capitalization rate used by the appraiser. Require, if the Appraisal Review Specialist deems relevant, additional information from the appraiser to support the appraiser's findings. Make recommendations to the Appraisal Review Manager to reject appraisals that, at the discretion of the Appraisal Review Specialist, are not appropriately supported. Make recommendation to the Appraisal Review Manager on what support should be added. Maintain an accurate pipeline of future appraisals to ensure timely review to meeting closing date expectations. Help maintain Nicolet's list of approved appraisers by providing input on the quality of appraisals received by Nicolet. Maintain appropriate procedures, records, tracking documentation, and reports for control and reconciliation purposes. Prepare, track, and archive appraisal-related performance reporting as required, including but not limited to individual appraiser performance. Prepare real estate evaluations on commercial / AG and residential properties. Approve real estate evaluations on commercial / AG and residential properties from internal and external sources. Build and maintain relationships with commercial loan officers. Make recommendations for appraisal review process or policy changes to the Appraisal Review Manager. Act as a backup in ordering appraisals as required by the relevant loan approval documents from outside vendors approved by Nicolet. Act as a backup in receiving, track, and process appraisal bids and engagements for loan requests, including renewals, and workout requests. 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 services provided by Nicolet. Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status, or other non-job-related classification, including 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. Performs all other duties as assigned. Qualifications: Associate degree or bachelor's degree in finance, Business Administration or Related Field is preferred. Strong analytical, technical, and statistical skills. Sound working knowledge of accounting principles and financial statements. Capability to effectively present information and respond to questions from groups of lenders, managers, directors and/or regulatory officials. Strong integrity in all areas, adhering to policies, regulations, and utmost ethical and legal standards. Uphold confidentiality and privacy of findings in all situations. Demonstrate ability to prioritize and handle multiple projects. Computer skills, including Microsoft Office Suite. Benefits: Medical, Dental, Vision, & Life Insurance 401(k) with a company match PT0 & 11 1/2 Paid Holidays The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position. Equal Opportunity Employer/Veterans/Disabled

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. This position requires the flexibility for travel throughout the Fox Valley region. As a Teller, you will: Attracts and retains 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, paying savings withdrawals within established guidelines to ensure customer satisfaction. Organizes, balances and proofs cash daily to maintain accurate transactions processed. Identifies payees and verifies signatures and endorsements. Stays current on applicable banking regulations and security procedures and practices to prevent fraud or other bank losses and to comply with regulatory requirements. Answers customer telephone inquiries and provides information in accordance with Nicolet policies. Assists with night depository duties, which includes logging bags, processing deposits, making change orders, issuing receipts, etc. Promotes Nicolet products and services by identifying customer needs and suggesting appropriate products to increase customer account relationships. Recommends corrective services to resolve customer complaints. Floats between multiple branches. 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. Ability to understand the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification. 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. Performs all other duties as assigned. Qualifications: High School diploma or equivalent 1+ years of cash handling experience Benefits: Medical, Dental, Vision, & Life Insurance 401(k) with a company match PT0 & 11 1/2 Paid Holidays The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position. Equal Opportunity Employer/Veterans/Disabled

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 employes 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 Post Closing Specialist I is primarily responsible for managing the banks collateral risk for Mortgage and Consumer loans by performing the following functions after loan booking. Securing and releasing collateral, and processing paid notes. As a Post Closing Specialist, you will: Secure and track, as needed, all types of collateral documentation including mortgages, UCC filings, titles, etc. Process paid loans by preparing paid in full letters, releasing collateral, completing tracking items, and sending required paid in full documentation to the customer. Process case requests from bank employees for various loan maintenance requests related to Post Closing tasks. 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 services provided by Nicolet. Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including 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. Performs all other duties as assigned. Qualifications High School Diploma or equivalent 1-year relevant experience preferred. Strong organizational, multi-tasking and prioritizing skills High degree of accuracy Self-motivated, resourceful, and strong work ethic Benefits: Medical, Dental, Vision, & Life Insurance 401(k) with a company match PT0 & 11 1/2 Paid Holidays The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position. Equal Opportunity Employer/Veterans/Disabled

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 employes 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 Construction Funding Specialist I is responsible for various functions performed during the construction of commercial, agricultural, single-family, multi-family, and other types of structures. These functions include but are not limited to draw request reviews and funding. As a Construction Funding Specialist I, you will: Collect the necessary documentation from title companies, builders, lenders, and appraisers to ensure complete information and authorization for the draw has been obtained. Analyze the draw request to monitor construction progress and mitigate risk for customer and bank. Order progress inspections from appraisers as needed. Provide your analysis and request approval from lenders where applicable. Work with wire department or frontline to fund draw requests, or fund internal accounts directly. 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 services provided by Nicolet. Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including 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. Performs all other duties as assigned. Qualifications: High School Diploma or equivalent 1-year relevant experience. Ability to maintain strict confidentiality Strong organizational, multi-tasking and prioritizing skills High degree of accuracy Self-motivated, resourceful, and strong work ethic Effective verbal and written communication skills and strong interpersonal skills. Ability to maintain regular and reliable attendance. Benefits: Medical, Dental, Vision, & Life Insurance 401(k) with a company match PT0 & 11 1/2 Paid Holidays The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position. Equal Opportunity Employer/Veterans/Disabled

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 Advisory Client Service Supervisor is responsible for overseeing the day-to-day management of the advisory client service and support team and is responsible for executing all tasks associated with the Client Service Associate role. The Advisory Client Service Supervisor plays a critical role in ensuring a seamless client experience by providing exceptional customer service while simultaneously supporting efforts to grow the client base and assets. This role places a strong emphasis on client onboarding, client experience, client service, training, team management, project management, reporting, and continuous improvement. The Supervisor is responsible for mentoring and training Client Service Associates, managing the review and completion of Standard Operating Procedures (SOPs), and ensuring the efficiency and effectiveness of processes within the team. As an Advisory Client Service Supervisor, you will: Leadership and Management: Supervise and support the advisory client service associates, fostering a collaborative and high-performance team culture. Provide coaching, mentoring, and development opportunities to team members. Assign and monitor daily tasks, ensuring alignment with department goals and service standards. Lead regular team meetings to communicate updates, share best practices, and address challenges. Client Service: Ensure seamless client onboarding and ongoing service delivery across the advisory business. Monitor and enhance the client experience by identifying service gaps and implementing improvements. Serve as a point of escalation for client service issues, working with internal teams and custodians to resolve concerns promptly. Promote a client-first mindset throughout the team. Advisor Support: Prepare advanced reports, presentations, and documentation to support client reviews and financial planning. Coordinate with internal departments (e.g., compliance, operations, trading) to resolve escalated issues. Monitor and track client service activities to ensure timely and accurate completion. Interface with custodians to open new accounts, update account information, and perform routine and specialized tasks. Process Optimization and SOP Management: Oversee the review, maintenance, and completion of Standard Operating Procedures (SOPs) to ensure consistency and compliance. Identify opportunities for process improvement and implement changes to enhance operational efficiency. Collaborate with the AVP and other stakeholders to align team workflows with broader organizational strategies. Training and Support: Develop and deliver training programs for new and existing client service associates. Ensure team members are proficient in systems such as Schwab and Salesforce. Facilitate cross-training to build team flexibility and coverage. Maintain and update training materials and reference resources. Project and Performance Management: Lead or support department-level projects related to client service enhancements and operational improvements. Track and report on key service metrics. Provide regular updates to leadership on team performance, challenges, and successes. Ensure compliance with internal procedures and regulatory standards. Qualifications: Bachelor's degree in finance, business administration, or a related field. Minimum of five years of experience in financial services or client service. At least two years in a supervisory role preferred. Active Series 7, 63, and 65 or Series 7 and 66. Strong understanding of advisory operations and client service principles. Proven ability to lead and develop a team in a fast-paced environment. Excellent communication, interpersonal, and organizational skills. Strong problem-solving and analytical abilities. Proficiency in Schwab, Salesforce, and Microsoft Office Suite. Familiarity with financial services industry regulations and compliance standards. Ability to manage multiple priorities and adapt to changing business needs. Commitment to continuous improvement and operational excellence. Benefits: Medical, Dental, Vision, & Life Insurance 401(k) with a company match PT0 & 11 1/2 Paid Holidays The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position. Equal Opportunity Employer/Veterans/Disabled

About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. May schedule client appointments and/or conference room for appointments. Assemble/generate materials including paperwork and reports for client meetings. Understand and ensure business adherence with firm and financial industry regulatory policies. May manage FA and Team's social media presence (website, LinkedIn, X, etc.). Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. Seek ways to enhance FA(s) business effectiveness and marketability. Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed. May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: 2+ years of prior industry and/or administrative work experience. Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant. Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. Excellent verbal and written communication skills; ability to adeptly exchange ideas and information. Detail oriented with an emphasis on accuracy. Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations. Good analytical and critical problem-solving skills. Bachelor's degree preferred, not required. #LI-PWM3 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

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 employes 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. This position is responsible for providing administrative support and assistance to the treasury management sales team in the areas of customer onboarding, implementation, record keeping, correspondence, report preparation and customer service. As a Treasury Management Admin/Banker, you will: Works with the treasury management team (Sales, Support, Doc Prep, and Operations) to complete account and treasury management paperwork such as account opening documents, maintenance to existing accounts, preparing TM Review documents, inputting cases to the Bank CRM portal, and orders account and service supplies. Assists treasury management team with various project work as needed. Responds to customer inquiries and resolves requests timely and accurately to ensure customer satisfaction and retention. Provides courteous, professional services by receiving, screening, and transferring telephone calls and providing routine information to internal or external customers as needed. Performs a variety of administrative support tasks such as typing, copying, scanning and other duties as necessary. Interacts and responds with branch personnel and other areas of the Bank timely and appropriately. Follows the guidelines of the continuity program with all bank customers and participates in training forums/sessions on items related to the functions of the position. 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 services provided by Nicolet. Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status, or other non-job-related classification, including 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. Performs all other duties as assigned. Qualifications: Associate or Bachelors Degree in Business Administration, Finance, or related field Experience in banking environment, preferably in Treasury Management, Retail Banking, Commercial, Credit or related department. Ability to represent the bank in a professional and positive manner. Effective verbal and written communication skills and strong interpersonal skills. Strong organization and attention to detail. Knowledge of business banking products and services. Proficiency with computer applications. Ability to maintain strict confidentiality. Benefits: Medical, Dental, Vision, & Life Insurance 401(k) with a company match PT0 & 11 1/2 Paid Holidays The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position. Equal Opportunity Employer/Veterans/Disabled

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 Personal Banker is primarily responsible for interacting with customers to complete transactions, opening and closing of accounts, resolving problems and cross-selling bank products and services. This position promotes business for the bank by maintaining a high level of customer service and by referring customers to appropriate staff where necessary. As a Personal Banker, you will: Open a variety of accounts, verifies and processes changes to existing accounts, answers customer questions, and resolves related account problems to ensure customer satisfaction. Follows the guidelines of the continuity program with all new bank customers. Attract and retains customer relationships by extending a courteous greeting in person or by phone 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, processing savings withdrawals within established guidelines to ensure customer satisfaction. Assist in safe deposit box transactions. Runs foreign currency transactions and exchanges in foreign currency. Perform back-up teller duties and organizes, balances and proofs cash daily to maintain accurate transactions processed. Identifies payees and verifies signatures and endorsements. Stay current on applicable banking regulations and security procedures and practices to prevent fraud or other bank losses and to comply with regulatory requirements. Answer customer telephone inquiries promptly and professionally and provides accurate information in accordance with bank policies and procedures. Assist with night depository duties, to include logging bags, processing deposits, making change orders, issuing receipts, etc. Promote bank products and services by identifying customer needs and suggesting appropriate products and services to solidify and enhance customer account relationships. Recommends corrective services to resolve customer complaints. Engage proactively as a sales representative of bank products and services to existing and prospective customers within the community by active participation in community events and/or organizations. Maintain vault which includes balancing the vault daily and ordering and selling cash for the branch. Maintain inventory of cashier's checks and gift cards and ensures adequate supply at all branch locations. Monitor supplies for front line and places orders when necessary. 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. Ability to understand the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification. 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. Perform all other duties as assigned. Qualifications: High School diploma or equivalent 2 years of customer service and cash handling experience required 2-3 years of teller and personal banking experience preferred PC, phone system, general office equipment Proficiency with Microsoft Office applications Ability to maintain strict confidentiality Ability to effectively promote Nicolet as a bank of choice In-depth knowledge of banking positions Strong organizational, multi-tasking and prioritizing skills Self-motivated and resourceful Strong verbal and written communication skills and strong interpersonal skills Benefits: Medical, Dental, Vision, & Life Insurance 401(k) with a company match PT0 & 11 1/2 Paid Holidays The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position. Equal Opportunity Employer/Veterans/Disabled

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 retains 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, paying savings withdrawals within established guidelines to ensure customer satisfaction. Organize, balances and proofs cash daily to maintain accurate transactions processed. Identifies payees and verifies signatures and endorsements. Stay current on applicable banking regulations and security procedures and practices to prevent fraud or other bank losses and to comply with regulatory requirements. Answer customer telephone inquiries and provides information in accordance with Nicolet policies. Assist with night depository duties, which includes logging bags, processing deposits, making change orders, issuing receipts, etc. Promote Nicolet products and services by identifying customer needs and suggesting appropriate products to increase customer account relationships. Recommends corrective services to resolve customer complaints. 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. Ability to understand the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification. 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. Perform all other duties as assigned. Qualifications: High School diploma or equivalent 1+ years of cash handling experience Benefits: Medical, Dental, Vision, & Life Insurance 401(k) with a company match PT0 & 11 1/2 Paid Holidays The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position. Equal Opportunity Employer/Veterans/Disabled

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 employes 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 Post Closing Specialist I - Commercial/Ag is Primarily responsible for managing the banks collateral risk for Commercial / Agricultural loans by performing the following functions after loan booking. Securing and releasing collateral and processing paid notes. As a Post Closing Specialist, you will: Secure and track, as needed, all types of collateral documentation including, but not limited to, mortgages, UCC filings, final titles, life insurance, vehicle liens, investment account assignments. Process paid loans by preparing paid in full letters, releasing collateral, completing tracking items and sending required paid in full documentation to the customer. Process case requests from bank employees for various loan maintenance requests related to Post Closing tasks. 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 services provided by Nicolet. Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including 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. Performs all other duties as assigned. Qualifications High School Diploma or equivalent 1-year relevant experience preferred. Strong organizational, multi-tasking and prioritizing skills High degree of accuracy Self-motivated, resourceful, and strong work ethic Benefits: Medical, Dental, Vision, & Life Insurance 401(k) with a company match PT0 & 11 1/2 Paid Holidays The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position. Equal Opportunity Employer/Veterans/Disabled

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). What We're Looking For * Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. * Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established. * Organize and assist in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office. * Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.). * Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients. * Provide reports and other information to FA(s), as requested. * Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior. * Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager. What You'll Bring * Administrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology. * Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products. * Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently. * Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving. * Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction. * Communication Skills - The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette. Education & Experience * Minimum Required: High School Diploma or equivalent * Minimum Required: 2 years clerical/related industry Licenses & Credentials * Minimum Required: None Systems & Technology * Proficient in Microsoft Excel, Word, PowerPoint, Outlook #Ll-LL1 About Stifel Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success. While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel is an Equal Opportunity Employer.

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 Universal Banker is primarily responsible for interacting with customers to complete transactions, cross-selling Nicolet products and services, resolving problems, and serving as a back-up to the personal bankers by opening and closing accounts. This position promotes business for Nicolet by maintaining a high level of customer service and by referring customers to appropriate staff where necessary. As a Universal Banker, you will: Perform teller duties and organizes, balances and proofs cash daily to maintain accurate transactions processed. Identifies payees and verifies signatures and endorsements. Perform back-up personal banker duties, opens a variety of accounts, verifies and processes changes to existing accounts, answers customer questions, and resolves related account problems to ensure customer satisfaction. Follows the guidelines of the continuity program with all new Nicolet customers. Attract and retains customer relationships by extending a courteous greeting in person or by phone 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, processing savings withdrawals within established guidelines to ensure customer satisfaction. Stay current on applicable banking regulations and security procedures and practices to prevent fraud or other bank losses and to comply with regulatory requirements. Answer customer telephone inquiries promptly and professionally and provides accurate information in accordance with bank policies and procedures. Assist with night depository duties, to include logging bags, processing deposits, making change orders, issuing receipts, etc. Promote Nicolet products and services by identifying customer needs and suggesting appropriate products and services to solidify and enhance customer account relationships. Recommends corrective services to resolve customer complaints. Engage proactively as a sales representative of Nicolet products and services to existing and prospective customers within the community by active participation in community events and/or organizations. Maintain vault which includes balancing the vault daily and ordering and selling cash for the branch. Maintain inventory of traveler's checks, cashier's checks and gift cards and ensures adequate supply at all branch locations. Monitors supplies for front line and places orders when necessary. 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. Ability to understand the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification. 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. Perform all other duties as assigned. Qualifications: High School diploma or equivalent 1+ years of cash handling experience Benefits: Medical, Dental, Vision, & Life Insurance 401(k) with a company match PT0 & 11 1/2 Paid Holidays The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position. Equal Opportunity Employer/Veterans/Disabled

About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: * Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. * Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. * Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. * May schedule client appointments and/or conference room for appointments. * Assemble/generate materials including paperwork and reports for client meetings. * Understand and ensure business adherence with firm and financial industry regulatory policies. * May manage FA and Team's social media presence (website, LinkedIn, X, etc.). * Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. * May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. * Seek ways to enhance FA(s) business effectiveness and marketability. * Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed. * May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. * May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. * Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: * 2+ years of prior industry and/or administrative work experience. * Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant. * Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. * Excellent verbal and written communication skills; ability to adeptly exchange ideas and information. * Detail oriented with an emphasis on accuracy. * Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. * Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations. * Good analytical and critical problem-solving skills. * Bachelor's degree preferred, not required. #LI-PWM3 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

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 retains 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, paying savings withdrawals within established guidelines to ensure customer satisfaction. Organize, balances and proofs cash daily to maintain accurate transactions processed. Identifies payees and verifies signatures and endorsements. Stay current on applicable banking regulations and security procedures and practices to prevent fraud or other bank losses and to comply with regulatory requirements. Answer customer telephone inquiries and provides information in accordance with Nicolet policies. Assist with night depository duties, which includes logging bags, processing deposits, making change orders, issuing receipts, etc. Promote Nicolet products and services by identifying customer needs and suggesting appropriate products to increase customer account relationships. Recommends corrective services to resolve customer complaints. 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. Ability to understand the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification. 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. Perform all other duties as assigned. Qualifications: High School diploma or equivalent 1+ years of cash handling experience Benefits: Medical, Dental, Vision, & Life Insurance 401(k) with a company match PT0 & 11 1/2 Paid Holidays The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position. Equal Opportunity Employer/Veterans/Disabled

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 Universal Banker is primarily responsible for interacting with customers to complete transactions, cross-selling Nicolet products and services, resolving problems, and serving as a back-up to the personal bankers by opening and closing accounts. This position promotes business for Nicolet by maintaining a high level of customer service and by referring customers to appropriate staff where necessary. As a Universal Banker, you will: Perform teller duties and organizes, balances and proofs cash daily to maintain accurate transactions processed. Identify payees and verify signatures and endorsements. Perform back-up personal banker duties, opens a variety of accounts, verify and processes changes to existing accounts, answer customer questions, and resolve related account problems to ensure customer satisfaction. Follow the guidelines of the continuity program with all new Nicolet customers. Attract and retains customer relationships by extending a courteous greeting in person or by phone 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, processing savings withdrawals within established guidelines to ensure customer satisfaction. Stay current on applicable banking regulations and security procedures and practice to prevent fraud or other bank losses and to comply with regulatory requirements. Answer customer telephone inquiries promptly and professionally and provide accurate information in accordance with bank policies and procedures. Assist with night depository duties, to include logging bags, processing deposits, making change orders, issuing receipts, etc. Promote Nicolet products and services by identifying customer needs and suggesting appropriate products and services to solidify and enhance customer account relationships. Recommend corrective services to resolve customer complaints. Engage proactively as a sales representative of Nicolet products and services to existing and prospective customers within the community by active participation in community events and/or organizations. Maintain vault which includes balancing the vault daily and ordering and selling cash for the branch. Maintain inventory of traveler's checks, cashier's checks and gift cards and ensures adequate supply at all branch locations. Monitors supplies for front line and places orders when necessary. 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. Ability to understand the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification. 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. Perform all other duties as assigned. Qualifications: High School diploma or equivalent 1+ years of cash handling experience Benefits: Medical, Dental, Vision, & Life Insurance 401(k) with a company match PT0 & 11 1/2 Paid Holidays The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position. Equal Opportunity Employer/Veterans/Disabled