Card Sales Specialist
Nicolet National Bank, Freedom, WI, United States
Card Sales Specialist
This position is primarily responsible for working across internal departments to find sales opportunities and using a collaborative approach to close on those opportunities to help drive the credit and debit card portfolio growth. As a Card Sales Specialist, you will: Work with Retail, Commercial, Ag, and Treasury Management Teams to find opportunities to cross sell our Nicolet Card Products Duties include a consistent cadence of calls and meetings with potential new customers to close on sales opportunities, new account onboarding, servicing existing credit/debit card accounts, and error resolution Escalation points of contact for Frontline, Call Center, and Operations teams for advanced servicing requests and issues Assist with training sessions for internal employees related to credit/debit card products Provide reporting & analysis for credit/debit card portfolio performance, trends, and opportunities to drive cardholder usage Provide training to new retail bankers and branches for best practices Maintain current Instant Issue procedures and communicate changes as needed to Frontline Create, Review, and Provide Instant Issue reporting to appropriate teams Assist Project Teams with new product implementations Assist Project Teams during Bank acquisitions & conversions 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 Nicolet. Ability to understand 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. 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: High School Diploma or equivalent. Preferred Associate's degree in Business Administration, Finance, Accounting, or related field. 1-3+ years of retail banking experience PC, phone system, general office equipment Ability to maintain strict confidentiality. Solid judgment and decision-making skills Creativity and comfortability presenting in public. Experience at Microsoft Office Willing and able to learn new programs and software. Benefits: Medical, Dental, Vision, & Life Insurance 401(k) with a company match PT0 & 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
This position is primarily responsible for working across internal departments to find sales opportunities and using a collaborative approach to close on those opportunities to help drive the credit and debit card portfolio growth. As a Card Sales Specialist, you will: Work with Retail, Commercial, Ag, and Treasury Management Teams to find opportunities to cross sell our Nicolet Card Products Duties include a consistent cadence of calls and meetings with potential new customers to close on sales opportunities, new account onboarding, servicing existing credit/debit card accounts, and error resolution Escalation points of contact for Frontline, Call Center, and Operations teams for advanced servicing requests and issues Assist with training sessions for internal employees related to credit/debit card products Provide reporting & analysis for credit/debit card portfolio performance, trends, and opportunities to drive cardholder usage Provide training to new retail bankers and branches for best practices Maintain current Instant Issue procedures and communicate changes as needed to Frontline Create, Review, and Provide Instant Issue reporting to appropriate teams Assist Project Teams with new product implementations Assist Project Teams during Bank acquisitions & conversions 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 Nicolet. Ability to understand 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. 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: High School Diploma or equivalent. Preferred Associate's degree in Business Administration, Finance, Accounting, or related field. 1-3+ years of retail banking experience PC, phone system, general office equipment Ability to maintain strict confidentiality. Solid judgment and decision-making skills Creativity and comfortability presenting in public. Experience at Microsoft Office Willing and able to learn new programs and software. Benefits: Medical, Dental, Vision, & Life Insurance 401(k) with a company match PT0 & 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