Apply on Employer Site

Nicolet National Bank · 2 days ago

Retirement Plan Services Consultant

South St Paul, MN

Full-time

Onsite

Entry, Mid Level

2+ years exp

Nicolet National Bank is committed to serving its customers with excellence and fostering a supportive work environment. The Retirement Plan Services Consultant is responsible for managing client relationships, promoting trust and retirement plan services, and ensuring compliance with relevant regulations.

BankingFinanceFinancial Services

H1B Sponsor Likely

Responsibilities

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

Qualification

Finance knowledgeInvestment experienceTrust environment experienceMicrosoft Office proficiencyMulti-tasking skillsResourcefulPromotional skillsOrganizational skillsSelf-motivatedConfidentiality

Required

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

Preferred

Bachelor's degree in business, Finance or related field of study preferred

Benefits

Medical, Dental, Vision, & Life Insurance

401(k) with a company match

PTO & 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

Green Bay, Wisconsin, USA

501-1000 employees

http://nicoletbank.com

H1B Sponsorship

Nicolet National Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2020 (1)