Private Client Specialist

JOB REQUIREMENTS: At Nicolet National Bank, our culture is based on theprinciples of community banking, putting the needs of our customers atthe forefront of our decision-making. Our Core Values drive everythingwe do, and we are committed to serving our customers with excellence. Webelieve that every job in our organization is critical to our success,and we are dedicated to creating a work environment where our employeesfeel valued, respected, and supported. With locations in Wisconsin,Michigan, Minnesota, and Florida we are proud to service our localcommunities and make a positive impact on the lives of our customers. AtNicolet National Bank, we believe that our people are our most valuableasset, and we are committed to investing in their growth anddevelopment. The Private Client Specialist is responsible for deliveringsuperior service to Private clients and assisting Private ClientAdvisors. As a Private Client Specialist, you will: Provide outstandingcustomer service by: Maintaining an understanding of all Nicolet Bankservices and products. Answering all calls, text messages and emails ina prompt manner. Follow through on all client and private client advisorrequests. Develop meaningful relationships with private clients,prospective clients, private client advisors, internal partners,operations, and underwriting. Primary contact for daily maintenance ofaccounts and acts as back up to the Private Client Advisor for loanclosings for well-established client relationships. Opens and maintainsnew personal and business accounts including but not limited tochecking, savings, certificates of deposit, health savings accounts andindividual retirement accounts. Orders Debit cards, checks and foreigncurrency. Work with wires team for client request for domestic andinternational wires and ensuring it is completed accurately, safely andpromptly as needed. Understands proper account titling to ensure nodisruption to client estate plans. Enters mortgage and consumer loanapplications, conducts credit checks and collection of all underwritingdocumentation. Assist clients with managing risk associated with theiraccounts to help prevent unauthorized activity and fraud exposure.Review and monitor loan renewals, CD renewals, rate exceptions ondeposit accounts and CDs. Attend department meetings, trainings andcontinue to develop knowledge of Private Client policies, procedures,products and customer base. Assist in coordinating customer events andoutings. Provide ongoing... For full info follow application link. AnEqual Opportunity Employer. All qualified applicants will receiveconsideration for employment without regard to race, color, religion,sex, sexual orientation, gender identity, national origin, or protectedveteran status and will not be discriminated against on the basis ofdisability. If you have any questions or need assistance in theapplication process, please contact HR at APPLICATION INSTRUCTIONS: Apply Online:ipc.us/t/55DA57B7539E4749

Created: 2026-01-29