Retirement Plan Services Consultant

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.

The Retirement Plan Services Consultant is the responsible for managing client relationships, including employee education, and promoting trust and retirement plan services to new and existing customers.

As a Retirement Plan Services Consultant, You Will

• Manage assigned client relationships and maintain contact with existing customers to ensure high quality service delivery and to develop additional business.
• Develop new retirement plan services and trust business.
• Keep abreast of new regulations relative to retirement plans and legal and tax consequences and strategies.
• Advise clients, concerning the design and administration of pension, profit sharing and other retirement benefit trust plans.
• Work with others in the trust department to achieve team goals and objectives, including assistance in the development of marketing/client materials.
• Support and participate in the management of the bank’s goals and objectives through referrals and cross selling opportunities.
• Participate in community and business activities to enhance the image and position of the bank and to develop new business for the trust 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.
  
  

Qualifications

• Bachelor’s degree in business, Finance or related field of study preferred
• Two years in finance, investment, or trust environment
• 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
  
  

Benefits

• Medical, Dental, Vision, & Life Insurance
• 401(k) with a company match
• PTO & 11 1/2 Paid Holidays
  
  

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.

Equal Opportunity Employer/Veterans/Disabled