Private Client Associate at Nicolet National Bank

Iowa City, Iowa, United States -

Full Time

Start Date

Immediate

Expiry Date

12 Oct, 26

Salary

0.0

Posted On

14 Jul, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Account Maintenance, Cross-selling, Loan Processing, Risk Management, Compliance, Relationship Management, Financial Analysis, Communication Skills, Organizational Skills, Attention To Detail, Confidentiality

Industry

Banking

Description

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, Colorado, 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 Associate is responsible for delivering superior service to Private Banking clients and assisting Private Client Advisors. As a Private Client Associate, you will: * Provide outstanding customer service by: * Maintaining an understanding of all Nicolet Bank services and products. * Answering all calls and emails in a prompt manner. * Follow through on all client and private banker requests. * Develop meaningful relationships with private banking clients, prospective clients, private bankers, internal partners, operations and underwriting. Increased focus on cross-selling across all Nicolet departments. * Primary contact for daily maintenance of accounts and acts as back up to the private banker 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 ATM and Debit cards, checks, foreign currency and wires domestic and international funds 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 and CD renewal lists. * Maintain internal customer file integrity. * Attend department meetings and trainings, and continue to develop knowledge of Private Banking policies, procedures, products and customer base. * Assist in coordinating customer events and outings. * Assist with all compliance and regulatory requirements to help mitigate risk to the bank and client accounts. * Involved in community boards, committees and other volunteer activities to network and build own book of business. * Join the Private Client Advisors on annual meetings and may act as the lead relationship manager on a small set of clients. * 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 required. * Associate degree or bachelor’s degree in business, Finance, or similar program preferred. * 1-3 years in banking, finance or investment environment. * Proficient use of PC, phone system, general office equipment. * Ability to learn, apply and train on new software applications. * Exceptional Customer Service skills. * Ability to multi-task and prioritize work. * Ability to work well under pressure and respond appropriately to challenging customer situations. * Must be self-motivated and capable of making decisions with limited direction. * Strong organizational skills. * Knowledge of bank products and ability to cross sell when appropriate. * High degree of accuracy and attention to detail. * Ability to maintain strict confidentiality. * Effective verbal and written communication skills and strong interpersonal skills. 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

Responsibilities

The Private Client Associate provides superior service to private banking clients and supports Private Client Advisors with account maintenance and loan closings. Responsibilities include opening various account types, managing documentation for loan applications, and fostering client relationships.