Jobs · Finance · Texas

Associate Relationship Banker - Sherman - Sherman, Tx.

JPMorganChase · Sherman, TX · 1 mo ago
On-siteFinanceFull-time
We need to output HTML fragment with sections: About the role? The description includes a paragraph about Chase and role. Use

for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections with real content. We have: - About the role: first paragraph(s) describing role, mission, etc. That's content. - Responsibilities: list of duties (bulleted). We'll put
  • . - Required Qualifications, Capabilities, And Skills: includes abilities, high school degree, ability to work branch hours. That's qualifications. - Preferred Qualifications, Capabilities, And Skills: includes sales experience, college degree, experience adhering to policies, Dodd Frank etc. That's also qualifications/skills. We could combine Required and Preferred into Qualifications and Skills sections. But we need to follow headings: Qualifications, Skills. Could separate. We have no explicit Benefits, Pay, Schedule content. The posting mentions ability to work branch hours including weekends and some evenings (that's schedule info). That could go under Schedule. Also maybe mention "branch hours" but not explicit schedule details. The instruction: never create Pay/Schedule/Benefits sections unless posting actually states them. It does state ability to work branch hours including weekends and some evenings. That's schedule info. So we can include Schedule section with that detail. Benefits: none mentioned. Pay: none. Thus sections: About the role, Responsibilities, Qualifications, Skills, Schedule. But we also have Required Qualifications and Preferred Qualifications. Could put both under Qualifications (maybe separate subheadings not allowed). We'll just put all qualification content under

    Qualifications

    with paragraphs and lists. Skills: maybe separate? The posting includes "Ability to create memorable experiences", "Excellent communication skills", "Ability to quickly and effectively resolve client issues", etc. Those are skills. Could put under Skills. But we have overlapping. To avoid thin sections, maybe combine Qualifications and Skills into one Qualifications section. However instruction: Prefer a few substantive sections over many thin ones. So we could have About the role, Responsibilities, Qualifications (including required and preferred), Schedule. Thus we will not create Skills separate. Let's extract content. About the role: The first paragraph(s) before "Job Responsibilities". It says: "Job Description At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will welcome and assist clients that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch." We'll put that in

    . Responsibilities: list after "Job Responsibilities". The text: "Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Engage in clear, polite, consultative communication to help clients and build trust – ask questions and listen to understand, anticipate their needs. Assist walk-in and scheduled clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. Adhere to policies, procedures, and regulatory banking requirements." We'll make each line a

  • . Qualifications: combine Required and Preferred. Required Qualifications, Capabilities, And Skills: - Ability to create memorable experiences for our clients – elevate the client experience. - Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. - Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience. - Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. - High school degree, GED, or foreign equivalent. - Ability to work branch hours including weekends and some evenings. Preferred Qualifications, Capabilities, And Skills: - 1+ year of sales experience in Retail, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. - College degree or military equivalent. - Experience adhering to banking policies, procedures, and regulatory requirements. - Dodd Frank/Truth in Lending Act (this position is subject to ...). Actually that's a note about qualification requirements. We'll include as part of qualifications. We need to preserve all substantive information, but we can condense into paragraphs or list items. Use
    • for any list of duties/requirements/benefits. So qualifications list can be
      • . We'll include all points. Schedule: ability to work branch hours including weekends and some evenings. That's already in qualifications but we could also put under Schedule. However we should not duplicate? The instruction: Preserve ALL substantive information; do NOT invent or summarize away detail. If we put it under Schedule, we still need to keep it somewhere else? It's okay to have it only under Schedule if we remove from qualifications? But qualifications also list that ability. If we remove it from qualifications, we lose that detail from qualifications section. But we could keep it in both places? That would duplicate. Better to keep it under Schedule and not duplicate in qualifications. However the qualifications list includes that ability; we could keep it there and also have Schedule section referencing same? That would duplicate. The instruction says preserve ALL substantive information; duplication is not prohibited but might be redundant. It didn't forbid duplication. But better to avoid duplication. We could move that point to Schedule and remove from qualifications. But then qualifications lose that point; but it's still present in Schedule, so overall preserved. That's acceptable. Thus Qualifications list will exclude the schedule point. Schedule section:

        Ability to work branch hours including weekends and some evenings.

        Now Benefits, Pay: none, omit. Now we need to output only HTML fragment, no /, no markdown. Let's craft.

        About the role

        At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will welcome and assist clients that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.

        Responsibilities

        • Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
        • Engage in clear, polite, consultative communication to help clients and build trust – ask questions and listen to understand, anticipate their needs.
        • Assist walk-in and scheduled clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
        • Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
        • Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
        • Adhere to policies, procedures, and regulatory banking requirements.

        Qualifications

        • Ability to create memorable experiences for our clients – elevate the client experience.
        • Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
        • Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience.
        • Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
        • High school degree, GED, or foreign equivalent.
        • 1+ year of sales experience in Retail, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
        • College degree or military equivalent.
        • Experience adhering to banking policies, procedures, and regulatory requirements.
        • This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators; employment offer contingent on JPMC's review of criminal conviction history, credit report, NMLS information, and other relevant information to determine financial responsibility, good character, and general fitness. Any felony conviction within the last seven years disqualifies you. Continued employment contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
        • This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008; upon active employment you must register on NMLS or update existing registration to reflect employment with JPMorgan Chase, and maintain compliance including annual renewal and updates.

        Schedule

        Ability to work branch hours including weekends and some evenings.

        Check we didn't miss any substantive info: The description also mentions "As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase." We included that. Also "Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter." Included. Also "Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm." Not included; we missed that. Also "Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting." Also missed. Also "Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default". That's a link; we should preserve? It's a URL. It's substantive? It's a reference. Probably should include as a link? The instruction: preserve ALL substantive information; do NOT invent or summarize away detail. So we should include that URL. Could be a

        with the link. Also note about "Dodd Frank/Truth in Lending Act" we captured some but missed some details: "This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements." We captured a summary but missed some specifics like "information available through NMLS

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