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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
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Nicolet National Bank
life insurance, paid holidays, 401(k)
Dec 22, 2025