Customer Relationship Manager

3 weeks ago


Green Bay, Wisconsin, United States Nicolet National Bank Full time

Nicolet National Bank Overview

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We are a regional bank that provides personalized banking services to individuals, families, and businesses. Our focus is on building long-term relationships with our customers and helping them achieve their financial goals.

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Job Summary:

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This Personal Banker 1 role is a key position in our organization, responsible for delivering exceptional customer service and promoting bank products and services to attract and retain customer relationships.

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Main Accountabilities:

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  • Open various accounts, verify and process changes to existing accounts, answer customer questions, and resolve related account problems.">
  • Assist in safe deposit box transactions, run foreign currency transactions, and exchange foreign currency.">
  • Perform back-up teller duties, organize, balance, and prove cash daily to maintain accurate transactions processed.">
  • Stay current on applicable banking regulations and security procedures to prevent fraud or other bank losses.">
  • Answer customer telephone inquiries promptly and professionally and provide accurate information in accordance with bank policies and procedures.">
  • Assist with night depository duties, including 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.">
  • Maintain vault balances, order and sell cash for the branch, and monitor supplies for front-line staff.">
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Requirements:

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  • A High School diploma or equivalent is required.">
  • 2 years of customer service and cash handling experience are necessary.">
  • 2-3 years of teller and personal banking experience are preferred.">
  • PC, phone system, general office equipment proficiency is required.">
  • Mastery of Microsoft Office applications is necessary.">
  • The ability to maintain strict confidentiality and effectively promote Nicolet as a bank of choice is crucial.">
  • Strong organizational, multi-tasking, and prioritizing skills are essential.">
  • You must be self-motivated and resourceful with strong verbal and written communication skills and interpersonal skills.">
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Compensation Package: Estimated salary: $52,500 - $67,000 per year



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