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Private Client Associate at Nicolet National Bank
Iowa City, Iowa, United States - Full Time
Skills Needed
Customer Service, Account Maintenance, Cross Selling, Loan Processing, Risk Management, Compliance, Relationship Management, Financial Analysis, Communication Skills, Organizational Skills, Attention To Detail, Confidentiality
Specialization
A high school diploma is required, while an associate or bachelor's degree in business or finance is preferred. Candidates should have 1-3 years of experience in banking, finance, or investment environments.
Experience Required
Minimum 2 year(s)
Customer Service Representative/Teller I at Citizens Savings Bank
Taylor, Pennsylvania, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Relationship Building, Sales, Referral Techniques, Regulatory Compliance, Microsoft Word, Microsoft Excel, Written Communication, Verbal Communication, Attention To Detail, Organizational Skills
Specialization
A high school diploma and one year of cash handling experience with strong customer service skills are required. Proficiency in Microsoft Office and familiarity with financial institution products and regulations are also expected.
Teller I at KILLBUCK SAVINGS BANK
Killbuck, Ohio, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Deposit Processing, Loan Payment Processing, Currency Balancing, Financial Product Sales, Wire Transfers, Account Management
Specialization
Must be able to accurately process loan payments, verify signatures, and handle cash/non-cash transactions according to bank policy. Requires the ability to manage account closures, fund transfers, and wire transfer requests.
Commercial Loan Officer III at American Riviera Bank
, California, United States - Full Time
Skills Needed
Commercial Lending, Underwriting, Financial Statement Analysis, Tax Return Analysis, Business Development, Credit Risk Assessment, Loan Processing, Relationship Management, Compliance, Portfolio Management, Leadership, Negotiation, Time Management, Interpersonal Communication, Decision Making, Financial Modeling
Specialization
Requires a bachelor's degree or 10+ years of related experience in financial analysis or lending. Must possess advanced knowledge of credit analysis, lending terminology, and state/federal compliance regulations.
Experience Required
Minimum 10 year(s)
Financial Advisor at Nicolet National Bank
Wausau, Wisconsin, United States - Full Time
Skills Needed
Financial Planning, Investment Strategy, Client Relationship Management, Asset Allocation, Portfolio Rebalancing, Risk Profiling, Microsoft Excel, Leadership, Delegation, Communication Skills, Interpersonal Skills, Organizational Skills, Multi Tasking, Compliance, Due Diligence, Wealth Management
Specialization
Candidates must have a bachelor's degree in a related field and hold FINRA Series 7, 65, and 66 licenses, as well as the CFP certification. A minimum of 5 years of experience is required, with a preference for significant seniority in the role.
Experience Required
Minimum 10 year(s)
Senior Solution Architect at STARLING BANK LIMITED
London, London - England, United Kingdom - Full Time
Skills Needed
N/A
Relationship Manager at Alpha Bank London Ltd
Scotland, Berwickshire - Scotland, United Kingdom - Full Time
Skills Needed
N/A
Relationship Manager at Alpha Bank London Ltd
London, Cumberland - England, United Kingdom - Full Time
Skills Needed
N/A
Relationship Manager at Alpha Bank London Ltd
Dubai, Ras Laffan Industrial City, United Arab Emirates - Full Time
Skills Needed
N/A
Associate Financial Advisor at Nicolet National Bank
Wausau, Wisconsin, United States - Full Time
Skills Needed
Financial Planning, Asset Allocation, Client Relationship Management, Microsoft Excel, Financial Analysis, Crm Management, Investment Research, Communication Skills, Interpersonal Skills, Organizational Skills, Attention To Detail, Portfolio Management, Compliance, Technical Assistance, Problem Solving, Resourcefulness
Specialization
Candidates must have an undergraduate degree in a related field and be able to complete FINRA SIE, Series 65, and/or Series 7 and 66 exams within 90 days. Proficiency in Microsoft Excel and 0-2 years of industry experience are required.
Food & Beverage Attendant at Bankstown Sports Club
Sydney, South Australia, Australia - Full Time
Skills Needed
N/A
Customer Relations Representative at Farmers National Bank
Danville, Kentucky, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Problem Solving, Technical Support, Financial Transaction Processing, Sales, Interpersonal Communication, Time Management, Multi Tasking, Microsoft Excel
Specialization
A high school diploma is required, and two years of teller experience is recommended. Candidates must be proficient in Microsoft Excel and possess strong communication skills with a sales-focused mindset.
Experience Required
Minimum 2 year(s)
Quality Control Specialist at Kennebec Savings Bank
Augusta, Maine, United States - Full Time
Skills Needed
Quality Control, Loan Processing, Title Review, Regulatory Compliance, Loan Documentation, Ucc Searches, Risk Management, Customer Service, Attention To Detail, Word Processing, Spreadsheet Applications, Title Abstracting, Audit Support, Loan Account Maintenance, Legal Description Preparation, Banking Regulations
Specialization
Requires a high school diploma and 5-7 years of experience in mortgage or loan processing and servicing. Candidates should be computer literate and possess strong attention to detail and the ability to handle physical file management.
Experience Required
Minimum 5 year(s)
Payroll Specialist at Nicolet National Bank
Green Bay, Wisconsin, United States - Full Time
Skills Needed
Payroll Processing, Payroll Taxation, Hris Administration, Reconciliations, Compliance Reporting, Garnishments, Timekeeping, Benefit Deductions, Analytical Skills, Problem Solving, Attention To Detail, Interpersonal Communication, Confidentiality, Data Entry, Audit Readiness, Employee Support
Specialization
Requires an associate degree in a related field and at least 3 years of payroll administration experience. Preference is given to candidates with FPC or CPP certifications and experience using the Paycor HRIS system.
Experience Required
Minimum 2 year(s)
Senior Manager at Beyond Bank Australia
Sydney, Australian Capital Territory, Australia - Full Time
Skills Needed
N/A
Accounts Receivable Accountant at VRBank Ludwigsburg eG
Berlin, Berlin, Germany - Full Time
Skills Needed
N/A
Relationship Manager at Emirates Islamic Bank
Dubai, Dubai, United Arab Emirates - Full Time
Skills Needed
N/A
Branch Security Officer at American Savings Bank
Honolulu, Hawaii, United States - Full Time
Skills Needed
Situational Awareness, Conflict Resolution, De Escalation, Customer Service, Risk Management, Emergency Preparedness, Access Control Systems, Incident Reporting, Communication Skills, Microsoft Office, Organizational Skills, Confidentiality
Specialization
Requires previous security guard experience and a valid US driver's license. Candidates must possess strong situational awareness and knowledge of security principles and emergency operations.
Experience Required
Minimum 2 year(s)
Website & Digital Performance Manager at Daily Bread Food Bank
Toronto, Ontario, Canada - Full Time
Skills Needed
Website Management, Wordpress, Ga4, Google Tag Manager, Seo, Conversion Rate Optimization, Kpi Reporting, User Experience, Aoda/Wcag Compliance, User Acceptance Testing, Vendor Management, Data Analysis, Looker Studio, Hubspot, Crm Integration, Project Management
Specialization
Requires 5+ years of experience in website management, digital marketing, and analytics, with specific proficiency in WordPress and GA4. Candidates should have a strong background in coordinating technical vendors and implementing digital accessibility standards.
Experience Required
Minimum 5 year(s)
Cocktails Bartender at Bankstown Sports Club
Australia, Saarland, Australia - Full Time
Skills Needed
N/A
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

No

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.
Private Client Associate at Nicolet National Bank
Iowa City, Iowa, United States - Full Time
Skills Needed
Customer Service, Account Maintenance, Cross Selling, Loan Processing, Risk Management, Compliance, Relationship Management, Financial Analysis, Communication Skills, Organizational Skills, Attention To Detail, Confidentiality
Specialization
A high school diploma is required, while an associate or bachelor's degree in business or finance is preferred. Candidates should have 1-3 years of experience in banking, finance, or investment environments.
Experience Required
Minimum 2 year(s)
Customer Service Representative/Teller I at Citizens Savings Bank
Taylor, Pennsylvania, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Relationship Building, Sales, Referral Techniques, Regulatory Compliance, Microsoft Word, Microsoft Excel, Written Communication, Verbal Communication, Attention To Detail, Organizational Skills
Specialization
A high school diploma and one year of cash handling experience with strong customer service skills are required. Proficiency in Microsoft Office and familiarity with financial institution products and regulations are also expected.
Teller I at KILLBUCK SAVINGS BANK
Killbuck, Ohio, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Deposit Processing, Loan Payment Processing, Currency Balancing, Financial Product Sales, Wire Transfers, Account Management
Specialization
Must be able to accurately process loan payments, verify signatures, and handle cash/non-cash transactions according to bank policy. Requires the ability to manage account closures, fund transfers, and wire transfer requests.
Commercial Loan Officer III at American Riviera Bank
, California, United States - Full Time
Skills Needed
Commercial Lending, Underwriting, Financial Statement Analysis, Tax Return Analysis, Business Development, Credit Risk Assessment, Loan Processing, Relationship Management, Compliance, Portfolio Management, Leadership, Negotiation, Time Management, Interpersonal Communication, Decision Making, Financial Modeling
Specialization
Requires a bachelor's degree or 10+ years of related experience in financial analysis or lending. Must possess advanced knowledge of credit analysis, lending terminology, and state/federal compliance regulations.
Experience Required
Minimum 10 year(s)
Financial Advisor at Nicolet National Bank
Wausau, Wisconsin, United States - Full Time
Skills Needed
Financial Planning, Investment Strategy, Client Relationship Management, Asset Allocation, Portfolio Rebalancing, Risk Profiling, Microsoft Excel, Leadership, Delegation, Communication Skills, Interpersonal Skills, Organizational Skills, Multi Tasking, Compliance, Due Diligence, Wealth Management
Specialization
Candidates must have a bachelor's degree in a related field and hold FINRA Series 7, 65, and 66 licenses, as well as the CFP certification. A minimum of 5 years of experience is required, with a preference for significant seniority in the role.
Experience Required
Minimum 10 year(s)
Senior Solution Architect at STARLING BANK LIMITED
London, London - England, United Kingdom - Full Time
Skills Needed
N/A
Relationship Manager at Alpha Bank London Ltd
Scotland, Berwickshire - Scotland, United Kingdom - Full Time
Skills Needed
N/A
Relationship Manager at Alpha Bank London Ltd
London, Cumberland - England, United Kingdom - Full Time
Skills Needed
N/A
Relationship Manager at Alpha Bank London Ltd
Dubai, Ras Laffan Industrial City, United Arab Emirates - Full Time
Skills Needed
N/A
Associate Financial Advisor at Nicolet National Bank
Wausau, Wisconsin, United States - Full Time
Skills Needed
Financial Planning, Asset Allocation, Client Relationship Management, Microsoft Excel, Financial Analysis, Crm Management, Investment Research, Communication Skills, Interpersonal Skills, Organizational Skills, Attention To Detail, Portfolio Management, Compliance, Technical Assistance, Problem Solving, Resourcefulness
Specialization
Candidates must have an undergraduate degree in a related field and be able to complete FINRA SIE, Series 65, and/or Series 7 and 66 exams within 90 days. Proficiency in Microsoft Excel and 0-2 years of industry experience are required.
Food & Beverage Attendant at Bankstown Sports Club
Sydney, South Australia, Australia - Full Time
Skills Needed
N/A
Customer Relations Representative at Farmers National Bank
Danville, Kentucky, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Problem Solving, Technical Support, Financial Transaction Processing, Sales, Interpersonal Communication, Time Management, Multi Tasking, Microsoft Excel
Specialization
A high school diploma is required, and two years of teller experience is recommended. Candidates must be proficient in Microsoft Excel and possess strong communication skills with a sales-focused mindset.
Experience Required
Minimum 2 year(s)
Quality Control Specialist at Kennebec Savings Bank
Augusta, Maine, United States - Full Time
Skills Needed
Quality Control, Loan Processing, Title Review, Regulatory Compliance, Loan Documentation, Ucc Searches, Risk Management, Customer Service, Attention To Detail, Word Processing, Spreadsheet Applications, Title Abstracting, Audit Support, Loan Account Maintenance, Legal Description Preparation, Banking Regulations
Specialization
Requires a high school diploma and 5-7 years of experience in mortgage or loan processing and servicing. Candidates should be computer literate and possess strong attention to detail and the ability to handle physical file management.
Experience Required
Minimum 5 year(s)
Payroll Specialist at Nicolet National Bank
Green Bay, Wisconsin, United States - Full Time
Skills Needed
Payroll Processing, Payroll Taxation, Hris Administration, Reconciliations, Compliance Reporting, Garnishments, Timekeeping, Benefit Deductions, Analytical Skills, Problem Solving, Attention To Detail, Interpersonal Communication, Confidentiality, Data Entry, Audit Readiness, Employee Support
Specialization
Requires an associate degree in a related field and at least 3 years of payroll administration experience. Preference is given to candidates with FPC or CPP certifications and experience using the Paycor HRIS system.
Experience Required
Minimum 2 year(s)
Senior Manager at Beyond Bank Australia
Sydney, Australian Capital Territory, Australia - Full Time
Skills Needed
N/A
Accounts Receivable Accountant at VRBank Ludwigsburg eG
Berlin, Berlin, Germany - Full Time
Skills Needed
N/A
Relationship Manager at Emirates Islamic Bank
Dubai, Dubai, United Arab Emirates - Full Time
Skills Needed
N/A
Branch Security Officer at American Savings Bank
Honolulu, Hawaii, United States - Full Time
Skills Needed
Situational Awareness, Conflict Resolution, De Escalation, Customer Service, Risk Management, Emergency Preparedness, Access Control Systems, Incident Reporting, Communication Skills, Microsoft Office, Organizational Skills, Confidentiality
Specialization
Requires previous security guard experience and a valid US driver's license. Candidates must possess strong situational awareness and knowledge of security principles and emergency operations.
Experience Required
Minimum 2 year(s)
Website & Digital Performance Manager at Daily Bread Food Bank
Toronto, Ontario, Canada - Full Time
Skills Needed
Website Management, Wordpress, Ga4, Google Tag Manager, Seo, Conversion Rate Optimization, Kpi Reporting, User Experience, Aoda/Wcag Compliance, User Acceptance Testing, Vendor Management, Data Analysis, Looker Studio, Hubspot, Crm Integration, Project Management
Specialization
Requires 5+ years of experience in website management, digital marketing, and analytics, with specific proficiency in WordPress and GA4. Candidates should have a strong background in coordinating technical vendors and implementing digital accessibility standards.
Experience Required
Minimum 5 year(s)
Cocktails Bartender at Bankstown Sports Club
Australia, Saarland, Australia - Full Time
Skills Needed
N/A