What are the responsibilities and job description for the Treasury Management & Merchant Services Intern - Summer 2027 position at Nicolet National Bank?
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, Iowa, 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 Treasury Management & Merchant Services Intern is responsible for working in a rotational experience supporting both Treasury Management and Merchant Services. You will contribute to meaningful projects, support client-facing initiatives, analyze business challenges, and participate in the implementation of payment and treasury solutions for businesses across Nicolet's footprint. You will gain exposure to sales, relationship management, payments technology, commercial banking, and operational processes while developing valuable business, analytical, and communication skills.
As a Treasury Management & Merchant Services Intern, you will:
Treasury Management
- Assist Treasury Management Analysts and Consultants with client research, relationship reviews, proposals, presentations, and onboarding activities.
- Support Treasury Management account opening, documentation collection, agreement preparation, and electronic signature workflows.
- Assist with Treasury Management reviews, maintenance requests, implementation activities, reporting, and service follow-up.
- Prepare spreadsheets, reports, and tracking tools for pipeline management and team initiatives.
- Research Treasury Management products, market trends, and competitive offerings.
Merchant Services
- Assist with merchant onboarding, applications, implementation coordination, and service requests.
- Support preparation of merchant pricing materials, proposals, sales presentations, and related documentation.
- Assist with merchant portfolio reporting, retention activities, and relationship support initiatives.
- Coordinate with vendors and internal partners to support implementation and training activities.
- Research payment acceptance solutions, industry trends, and merchant services products.
Projects & General
- Participate in Treasury Management and Merchant Services projects, strategic initiatives, and process improvement efforts.
- Gather data, perform analysis, and prepare reports, dashboards, spreadsheets, and presentations to support business initiatives.
- Complete assigned internship projects and present findings and recommendations to leadership.
- Support Treasury Management and Merchant Services teams with administrative, analytical, operational, and client service activities.
- Learn the technical skills necessary to develop a foundational understanding of Treasury Management, Merchant Services, commercial banking, and payments solutions.
- Engage in teamwork and contribute positively to the culture of the organization.
General
- 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:
- Active student working towards a degree in business, sales, finance, or economics.
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Ability to maintain strict confidentiality and handle sensitive client and Bank information with professionalism.
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Strong analytical, problem-solving, and critical-thinking skills with the ability to evaluate information and support decision-making.
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Ability to work with data, perform basic financial and quantitative analysis, and identify trends, opportunities, and solutions.
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Proficiency in Microsoft Office applications, including Excel, PowerPoint, Word, Outlook, and Teams.
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Interest in banking, commercial payments, Treasury Management, Merchant Services, working capital solutions, and emerging payment technologies.
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Strong verbal and written communication skills with the ability to interact effectively with clients, vendors, bankers, and internal partners.
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Strong organizational skills with the ability to manage multiple priorities, meet deadlines, and follow through on assignments.
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Self-motivated learner with curiosity and a desire to gain exposure to sales, relationship management, payments technology, and commercial banking.
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Ability to work independently while contributing positively within a collaborative team environment.
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