Retirement Plan Services Consultant
On-site · Dubuque, Iowa, United States
Job Summary
Retirement Plan Services Consultant at Nicolet National Bank focused on managing client relationships, educating employees, and promoting retirement plan services and trust offerings. Responsibilities include maintaining high-quality service delivery for existing clients, developing new retirement plan services and trust business, staying current on regulations affecting retirement plans, advising on design and administration of pension and profit-sharing plans, collaborating with the trust department to meet team goals, supporting bank-wide objectives through referrals and cross-selling, engaging in community/business activities to enhance the bank’s image, and promoting diversity and equal employment opportunity within the workplace.
Required Qualifications
- 2+ years of Retirement Plan Services Consulting is required
- Bachelor’s degree in business, Finance or related field of study preferred
- PC, phone system, general office equipment
- Proficiency with Microsoft Office applications
- Ability to maintain strict confidentiality
- Ability to effectively promote Nicolet as a bank of choice
- In-depth knowledge of banking positions
- Strong organizational, multi-tasking and prioritizing skills
- Self-motivated and resourceful
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