Merchant Services Associate

About the Role

The Merchant Services Associate supports the delivery, onboarding, service, and growth of merchant services at Nicolet National Bank. This role partners with Treasury Management, Commercial Banking, and Retail Banking teams to support client needs, assist with prospecting and relationship development, coordinate implementation, and provide client service. The position aims to support the growth of the Bank's merchant card services portfolio while developing skills for a Merchant Services Consultant role. This role can be performed at any of our Green Bay or surrounding area branches.

Key Responsibilities

• Partner with Treasury Management, Commercial Banking, and Retail Banking team members to identify merchant services opportunities.
• Lead client meetings, discovery conversations, needs assessments, relationship calls, follow-up activities, and service discussions to recommend appropriate card processing, payment acceptance, and point-of-sale solutions.
• Support the growth of the Bank’s merchant services portfolio through prospecting, client follow-up, banker referrals, and relationship development.
• Partner to prepare pricing, proposals, applications, and sales presentation materials.
• Partner to coordinate onboarding, installation, training, and implementation activities for credit/debit card processing, terminals, point-of-sale equipment, and related merchant solutions.
• Provide responsive customer service by resolving merchant service issues, ensuring timely follow-up through resolution.
• Support portfolio maintenance, merchant retention activities, and relationship support to strengthen client experience and deepen existing relationships.
• Remain knowledgeable and up-to-date on merchant services, bankcard products, payment acceptance solutions, e-commerce, industry changes, and the overall business environment.
• Uphold Nicolet’s philosophy and policies by maintaining appropriate controls for compliance with applicable laws and regulations.
• Performs all other duties as assigned.

Requirements & Tech Stack

• Microsoft Office (including Excel, Word, Outlook, and PowerPoint)

Qualifications

• Associate’s or bachelor’s degree in Business Administration, Finance, or related field preferred; or related work experience.
• Prior experience in customer service, retail banking, commercial banking, treasury management, operations, credit, collections, or merchant services preferred.
• Prior sales experience in merchant services, financial services, or business-to-business client support preferred.
• Knowledge of bankcard principles, terminals, Visa/Mastercard products and services, point-of-sale solutions, or payment processing preferred.
• Ability to maintain strict confidentiality.
• Strong organization, attention to detail, and follow-through.
• Good verbal and written communication skills, with the ability to interact professionally with clients, bankers, vendors, and internal partners.
• Interpersonal and relationship-building skills with a client service mindset.
• Ability to work independently with appropriate guidance while managing multiple priorities and meeting deadlines.
• Collaborative team player with the ability to partner across teams.
• Ability to listen, identify client needs, understand merchant services and Treasury Management structures, and support consultative recommendations for payment acceptance solutions.
• Basic knowledge of retail banking, commercial banking, treasury management, payment processing, or merchant services products preferred.
• Motivated to learn, grow, and develop toward expanded merchant services sales and consulting responsibilities.

Benefits

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