Retirement Plan Services Education Specialist (Bilingual Preferred)
On-site · Green Bay, Wisconsin, United States
Job Summary
The Retirement Plan Services Education Specialist will manage client relationships and deliver education to employees, helping newly-eligible employees enroll in retirement plans while traveling to client sites. Responsibilities include developing customized employee education plans, meeting employees in group or one-on-one settings, staying current on retirement plan regulations and tax implications, collaborating with the trust department to meet team goals, supporting marketing and cross-selling efforts, and participating in community activities to promote the bank. Required skills include building and maintaining client relationships, presenting education effectively to diverse employee groups (with bilingual English/Spanish preferred), proficiency with Microsoft Office, strong organizational and multitasking abilities, confidentiality, and solid knowledge of banking positions and processes. The role emphasizes local travel, relationship management, and promoting retirement plan services within Nicolet National Bank’s community banking framework.
Required Qualifications
- Bachelor’s degree in business, Finance or related field preferred
- Bilingual in English and Spanish is 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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