Nicolet National Bank · 1 day ago
Treasury Management Associate
Nicolet National Bank is committed to community banking and serving customers with excellence. The Treasury Management Associate is responsible for developing and expanding treasury management relationships, coordinating the sale and implementation of services, and providing superior customer service to clients and prospects.
BankingFinanceFinancial Services
Responsibilities
Assists the Commercial Banking team in developing treasury management relationships within the business community, partnering as appropriate with Commercial Banking Officers or other departments to best address customer needs
Coordinates the implementation of treasury management services and serves as a liaison to customers to facilitate a thorough service delivery process from onboarding through ongoing service delivery
Interfaces with clients/prospects and officers to obtain necessary information and provide superior customer service
Obtains and continually expands knowledge of all treasury management products and services, including developing the ability to effectively explain to clients/prospects all of the features and benefits
Assists VP Treasury Management in educating Nicolet staff and expanding the team’s ability to cross-sell treasury management services
Serves as liaison between Commercial Department and Operations and between Customers and Operations
Uses analytical skills to gather data, write reports and complete comparative banking fee analyses for use by others in Department
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
Qualification
Required
2-5 years banking experience/5+ years of banking experience in commercial lending, treasury management, or a related area
Personal or professional experience with business banking products and services along with customer service experience
Strong organizational, multi-tasking and prioritizing skills
Knowledge of the features and benefits of treasury management products and services
Effective verbal and written communication skills and strong interpersonal skills
Preferred
Associates degree or Bachelor's degree in Business Administration, Finance, or related field preferred
Treasury management experience preferred
Experience in banking environment, preferably in Treasury Management, IT, Commercial, Credit or related department
Benefits
Medical, Dental, Vision, & Life Insurance
401(k) with a company match
PT0 & 11 1/2 Paid Holidays
Company
Nicolet National Bank
Nicolet National Bank is a commercial bank that offers business banking, personal banking, and wealth management services.
Funding
Current Stage
Late StageTotal Funding
$14.89M2022-03-13Corporate Round· $0.01M
2015-02-17Debt Financing· $12M
2013-04-26Series Unknown· $2.87M
Recent News
2025-12-05
Company data provided by crunchbase