PRIVATE CLIENT SPECIALIST
Nicolet National Bank Green Bay, WI
Nicolet National Bank Green Bay, WI
3 weeks ago
See who Nicolet National Bank has hired for this role
Nicolet National Bank Green Bay, WI
3 weeks ago
- Report this job
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 Private Client Specialist, 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.
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
-
Seniority level
Entry level -
Employment type
Full-time -
Job function
Other -
Industries
Banking
Referrals increase your chances of interviewing at Nicolet National Bank by 2x
See who you know
Get notified about new Client Specialist jobs in Green Bay, WI.
Sign in to create job alert
Similar jobs
-
PRIVATE CLIENT SPECIALIST
PRIVATE CLIENT SPECIALIST
Nicolet National Bank
Green Bay, WI
-
Mail Processing Clerk - No Experienced Required
Mail Processing Clerk - No Experienced Required
Postal Source
Green Bay, WI $24.63 - $39.27
-
Client Services Specialist II
Client Services Specialist II
Kelly
Green Bay, WI $16.60 - $25.00
-
Mail Operations Clerk - No Experienced Required
Mail Operations Clerk - No Experienced Required
Postal Source
Green Bay, WI $24.63 - $39.27
-
Postal Mail Processor-No experience required
See AlsoNicolet National Bank on LinkedIn: #nicoletbankinternAnalyzing Nicolet Bankshares (NYSE:NIC) and Farmers & Merchants Bancorp (OTCMKTS:FMCB)Nicolet National Bank hiring SENIOR SYSTEMS ADMINISTRATOR in Green Bay, Wisconsin, United States | LinkedInNicolet National Bank on LinkedIn: #bbbsnew #milesformatches #bigbrothersbigsistersPostal Mail Processor-No experience required
Postal Source
Green Bay, WI $24.63 - $39.27
-
Postal Clerk - No Experience Required - Great Pay and Benefits
Postal Clerk - No Experience Required - Great Pay and Benefits
Postal Source
Green Bay, WI $24.63 - $39.27
-
Postal Clerk - No Experience Required - Paid Training
Postal Clerk - No Experience Required - Paid Training
Postal Source
Green Bay, WI
-
Executive Assistant - 0.6 FTE (3 days a week)
Executive Assistant - 0.6 FTE (3 days a week)
Green Bay Oncology
Green Bay, WI
-
Receptionist
Receptionist
Milan Laser Hair Removal
Green Bay, WI
-
Flexible and Remote- Client Service Rep
Flexible and Remote- Client Service Rep
AO Globe Life
Green Bay, WI
-
Cash Applications and Deductions Specialist
Cash Applications and Deductions Specialist
Connect Search, LLC
Green Bay, WI
-
Receptionist
Receptionist
Fabick Cat
Green Bay, WI
-
Administrative Assistant
Administrative Assistant
Carboline
Green Bay, WI
-
Part-Time Administrative Assistant
Part-Time Administrative Assistant
Randstad USA
De Pere, WI $18.00 - $23.00
-
Part Time Administration Assistant
Part Time Administration Assistant
Randstad USA
De Pere, WI $18.00 - $23.00
-
Administrative Assistant
Administrative Assistant
Carboline
Green Bay, WI
-
Administrative Assistant - Part-time
Administrative Assistant - Part-time
Carnivore Meat Company
Green Bay, WI
-
Administrative/Accounting Assistant
Administrative/Accounting Assistant
ABR Employment Services
Green Bay, WI $17.50 - $20.00
-
ADMINISTRATIVE ASSISTANT
ADMINISTRATIVE ASSISTANT
SEEK Careers/Staffing
Green Bay, WI
-
Office Assistant/Receptionist - De Pere, WI
Office Assistant/Receptionist - De Pere, WI
Shopko Optical
De Pere, WI
-
Welcome Desk Receptionist
Welcome Desk Receptionist
David's Bridal
Green Bay, WI
-
Operations Assistant
Operations Assistant
Robert Half
Green Bay, WI $60,000.00 - $70,000.00
-
Administrative Assistant (Luxemburg)
Administrative Assistant (Luxemburg)
Heartland Consulting
Luxemburg, WI
-
Operations Assistant
Operations Assistant
Insight Global
Green Bay, Wisconsin Metropolitan Area $18.00 - $19.50
-
Administrative Assistant II
Administrative Assistant II
Diocese of Green Bay
Green Bay, WI
People also viewed
-
Administrative Assistant III Office of Clergy
Administrative Assistant III Office of Clergy
Diocese of Green Bay
Green Bay, WI
- Receptionist Brabazon Law Office, LLC Green Bay, WI 2 weeks ago
-
Administrative Assistant
Administrative Assistant
Carboline
Green Bay, WI
-
TRUST ADMINISTRATIVE ASSISTANT
TRUST ADMINISTRATIVE ASSISTANT
Nicolet National Bank
Green Bay, WI
- Accountant/Administrative Assistant Job Via Rail Engineering Maribel, WI 1 week ago
-
Administrative Assistant III with Writing Emphasis
Administrative Assistant III with Writing Emphasis
Diocese of Green Bay
Green Bay, WI
-
Service Assistant
Service Assistant
Buffalo Wild Wings
Green Bay, WI
-
Family Advocacy Program Support Service Assistant
Family Advocacy Program Support Service Assistant
Zeiders Enterprises, Inc.
Buchanan, WI $31,000.00 - $36,700.00
-
Associate Veterinarian Role, J189798
Associate Veterinarian Role, J189798
Global Talent Partners Veterinary
Green Bay, WI
-
Associate Veterinarian J278839
Associate Veterinarian J278839
Global Talent Partners Veterinary
Green Bay, WI
Similar Searches
- Private Wealth Manager jobs 14,982 open jobs
- Private Client Associate jobs 38,504 open jobs
- Customer Account Executive jobs 93,625 open jobs
- Client Relationship Associate jobs 52,082 open jobs
- Financial Account Manager jobs 19,932 open jobs
- Associate Financial Advisor jobs 19,265 open jobs
- Client Sales Manager jobs 60,602 open jobs
- Trust Specialist jobs 69,895 open jobs
- Private Client Advisor jobs 4,928 open jobs
- Fleet Administrator jobs 57,692 open jobs
- Escalation Specialist jobs 29,988 open jobs
- Customer Service Sales Specialist jobs 185,727 open jobs
- Inside Sales Account Executive jobs 45,192 open jobs
- Knowledge Specialist jobs 19,862 open jobs
- Clinical Consultant jobs 24,360 open jobs
- Associate Broker jobs 9,093 open jobs
- Customer Specialist jobs 148,850 open jobs
- Golf Professional jobs 3,228 open jobs
- Writing Instructor jobs 1,964 open jobs
- Credit Collections Analyst jobs 34,638 open jobs
- Trade Marketing Specialist jobs 36,636 open jobs
- Medical Sales Specialist jobs 3,449 open jobs
- Senior Human Resources Recruiter jobs 14,463 open jobs
- Senior Marketing Analyst jobs 56,010 open jobs
- Learning and Development Consultant jobs 4,572 open jobs
Explore collaborative articles
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
Explore More