Personal Banker II
On-site · Colby, Wisconsin, United States
Job Summary
As a Personal Banker II, serve as a trusted financial advisor with advanced expertise in Home Equity and consumer lending, engaging customers through in-person, phone, and digital channels; lead or assist in originating consumer loans with emphasis on Home Equity products; open and service consumer and small-business accounts; process deposits, withdrawals, and related transactions; manage the loan process through approval, closing, and file completion; drive branch growth, deepen relationships, and meet sales, service, and referral goals; collaborate with internal specialists to deliver a comprehensive financial experience; ensure regulatory compliance and maintain strong operational controls.
Required Qualifications
- High school diploma or equivalent required; additional education in business or finance preferred
- Minimum 2–3 years of banking experience, including personal banking or advanced teller responsibilities
- Prior experience in consumer lending or foundational credit analysis strongly preferred
- Demonstrated ability to meet sales, service, and referral goals
- Strong customer engagement and consultative sales skills, with the ability to lead deeper financial discussions
- Advanced understanding of consumer lending, especially Home Equity lending, credit analysis, and regulatory requirements
- Knowledge of deposit products, digital banking systems, payment solutions, and branch operational processes
- Analytical skills to review credit reports, financial statements, and loan-related documents
- Proficiency with banking systems/CRMs, loan origination tools, and Microsoft Office
- Strong organization, prioritization, and independent problem-solving capabilities
- Ability to exemplify Nicolet’s values and deliver exceptional customer experiences
- Benefits: Medical, Dental, Vision, Life Insurance; 401(k) with company match; PTO & holidays; Equal Opportunity Employer
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