Nicolet National Bank · 1 week ago
Treasury Management Admin/Banker
Green Bay, WI
Full-time
Onsite
New Grad, Entry LevelNicolet National Bank is committed to community banking and providing excellent service to its customers. The Treasury Management Admin/Banker is responsible for supporting the treasury management sales team with customer onboarding, administrative tasks, and ensuring customer satisfaction through effective communication and service.
BankingFinanceFinancial Services
Responsibilities
Works with the treasury management team (Sales, Support, Doc Prep, and Operations) to complete account and treasury management paperwork such as account opening documents, maintenance to existing accounts, preparing TM Review documents, inputting cases to the Bank CRM portal, and orders account and service supplies. Assists treasury management team with various project work as needed
Responds to customer inquiries and resolves requests timely and accurately to ensure customer satisfaction and retention
Provides courteous, professional services by receiving, screening, and transferring telephone calls and providing routine information to internal or external customers as needed
Performs a variety of administrative support tasks such as typing, copying, scanning and other duties as necessary
Interacts and responds with branch personnel and other areas of the Bank timely and appropriately
Follows the guidelines of the continuity program with all bank customers and participates in training forums/sessions on items related to the functions of the position
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
Associate or Bachelors Degree in Business Administration, Finance, or related field
Experience in banking environment, preferably in Treasury Management, Retail Banking, Commercial, Credit or related department
Ability to represent the bank in a professional and positive manner
Effective verbal and written communication skills and strong interpersonal skills
Strong organization and attention to detail
Knowledge of business banking products and services
Proficiency with computer applications
Ability to maintain strict confidentiality
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.
Founded in 2000
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$14.89M2022-03-13Corporate Round· $0.01M
2015-02-17Debt Financing· $12M
2013-04-26Series Unknown· $2.87M
Leadership Team
Michael Daniels
CEO and President, and Co-Founder
Dave Coggins
Retired
Recent News
2025-12-05
Company data provided by crunchbase