Private Client Specialist

Nicolet National Bank
life insurance, paid holidays, 401(k)

Mar 26, 2025
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 Private Client Specialist is responsible for delivering superior service to Private clients and assisting Private Client Advisors. As a Trust Relationship Manager, you will: Provide outstanding customer service by: Maintaining an understanding of all Nicolet Bank services and products. Answering all calls, text messages and emails in a prompt manner. Follow through on all client and private client advisor requests. Develop meaningful relationships with private clients, prospective clients, private client advisors, internal partners, operations, and underwriting. Primary contact for daily maintenance of accounts and acts as back up to the Private Client Advisor for loan closings for well-established client relationships. Opens and maintains new personal and business accounts including but not limited to checking, savings, certificates of deposit, health savings accounts and individual retirement accounts. Orders Debit cards, checks and foreign currency. Work with wires team for client request for domestic and international wires and ensuring it is completed accurately, safely and promptly as needed. Understands proper account titling to ensure no disruption to client estate plans. Enters mortgage and consumer loan applications, conducts credit checks and collection of all underwriting documentation. Assist clients with managing risk associated with their accounts to help prevent unauthorized activity and fraud exposure. Review and monitor loan renewals, CD renewals, rate exceptions on deposit accounts and CDs. Attend department meetings, trainings and continue to develop knowledge of Private Client policies, procedures, products and customer base. Assist in coordinating customer events and outings. Provide ongoing client service to contribute to overall department goals of retention and growth. Assist with all compliance and regulatory requirements to help mitigate risk to the bank and client accounts. 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 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 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