Jobs · Finance · Illinois

Associate Relationship Banker -West Loop - Chicago IL

JPMorganChase · Chicago, IL · 1 mo ago
On-siteFinanceFull-time
We need to output HTML fragment with sections: h3 for headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. Remove boilerplate, navigation, legal, EEO, etc. Must preserve all substantive info. We need to parse the job description. Content: - Intro paragraph: "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." That's about the role. Could be "About the role" heading. - Job Responsibilities: bullet list (though they are separated by periods). We need to extract each duty. List: 1. Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. 2. Engage in clear, polite, consultative communication to help clients and build trust – ask questions and listen to understand, anticipate their needs. 3. 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. 4. 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. 5. 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. 6. Adhere to policies, procedures, and regulatory banking requirements. These are responsibilities. - Required Qualifications, Capabilities, And Skills: bullet list. List: - 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: List: - 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 is a note about qualification requirements for Loan Originators; but it's part of preferred? Actually it's a separate paragraph about position subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. It includes many details: employment offer contingent on review of criminal conviction history, credit report, NMLS, etc. This is substantive info about qualifications/requirements. Should we treat as part of "Requirements" or "Qualifications"? It's about eligibility due to regulation. We'll include under a section maybe "Requirements" or "Qualifications". Since it's specific content, we should include it. Not boilerplate. It's about regulatory requirements. We need to decide sections: Could have "About the role", "Responsibilities", "Required Qualifications", "Preferred Qualifications". Possibly also "Benefits", "Pay", "Schedule". The posting mentions benefits in "About Us" section: "We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process." Thus we have content for Benefits and Pay (though Pay is generic: base salary determined based on role, experience, skill set and location; commission-based pay etc). That's substantive enough to include Pay and Benefits sections. Schedule? Not explicitly mentioned besides ability to work branch hours including weekends and some evenings (that's under qualifications). No explicit schedule details like full-time/part-time. So we should not create a Schedule section unless there is real specific content. There's mention of ability to work branch hours including weekends and some evenings, but that's a qualification, not schedule description. So we omit Schedule. We also have "About Us" paragraph describing company. Could be part of "About the role" or separate "About the company". The instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. It didn't list About the company. But we could incorporate company description under About the role or maybe under a separate heading like "About JPMorgan Chase". However the instruction says to use those headings only; we should not create other headings. So we should embed the company description within About the role or maybe under a generic heading like "About the role". The About the role heading is for role description; we could include both role and company info there. That's acceptable. We must not repeat job title as heading. So we will not have a heading for "Associate Relationship Banker". Good. We must not put Job ID/requisition numbers as headings; none present. We must remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The posting includes EEO statements at the end: "We are an equal opportunity employer..." etc. That's boilerplate; we must remove it. Also the "About Us" includes some EEO? Actually the About Us includes diversity statement later; we need to remove EEO boilerplate. The final paragraphs about equal opportunity employer and disability/veterans etc should be removed. Also the "Note that any felony conviction within the last seven years will disqualify you..." is part of Dodd Frank section; that's substantive regulatory requirement, not boilerplate. Keep. We must preserve ALL substantive information; do not invent or summarize away detail. So we need to keep the details about NMLS registration, criminal conviction history, credit report, etc. We must not create sections with filler like "commensurate with experience", "not specified", etc. We have specific content for Pay and Benefits, so we can include them. Now we need to output HTML fragment: use

for section headings. Use
  • for any list of duties/requirements/benefits, and

    for prose. We need to decide which content goes into lists vs prose. - About the role: could be prose (

    ) containing the intro paragraph plus maybe company description. - Responsibilities: list (

    • each duty). - Required Qualifications: list (
      • each). - Preferred Qualifications: list (
        • each). Also include the Dodd Frank etc details maybe as prose or list items? The Dodd Frank section is a paragraph with multiple sentences; we could treat as list items? It's not a simple list but could be broken into bullet points for clarity. However instruction: Use
          • for any list of duties/requirements/benefits. The Dodd Frank section is not a list but a set of requirements; we could still format as list items for clarity, but it's not originally a list. Safer to keep as prose (

            ) under a heading like "Requirements" maybe. But we already have Required Qualifications and Preferred Qualifications headings. The Dodd Frank section is about qualification requirements for Loan Originators; could be placed under "Required Qualifications" as additional items. However it's quite detailed; we could break into list items for each requirement: e.g., "Employment offer contingent on JPMC's review of criminal conviction history, credit report, information available through NMLS, and any other information relevant to determination of financial responsibility, good character, and general fitness." etc. That would be a list item. That seems acceptable as it's still a requirement. But we must not invent or summarize away detail; we can break into multiple list items each containing a sentence; that's preserving detail. Similarly, the Benefits and Pay sections: we have prose describing benefits and pay; we could turn benefits into a list (

            • ) each benefit item. Pay could be prose. Schedule: we don't have specific schedule; we will not include. Now we need to ensure we don't include boilerplate like "We are an equal opportunity employer..." etc. Remove. Also remove "Visit our FAQs for more information about requesting an accommodation." That's boilerplate. Also remove "Additional details about total compensation and benefits will be provided during the hiring process." That's maybe okay to keep? It's not boilerplate but it's a statement that details will be provided later; it's not specific benefit. Might be considered filler but it's still part of the benefits description. However instruction: never emit a heading followed by filler/placeholder text (e.g., "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. The sentence "Additional details about total compensation and benefits will be provided during the hiring process." is not a specific benefit; it's a placeholder. Might be considered filler. Safer to omit that sentence. Similarly, "We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location." That's specific enough for Pay. Now we need to decide headings: We'll have:

              About the role

              ... intro + company description ...

              Responsibilities

              • ...
              • ...

              Required Qualifications

              • ...
              • ...

              Preferred Qualifications

              • ...
              • ...

              Benefits

              • ...
              • ...

              Pay

              ...

              We must not include Schedule. Now we need to extract the exact text for each item, preserving original wording as much as possible. Let's copy the intro paragraph exactly: "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 may also include company description from "About Us": "JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management." We could combine that after the intro. Ensure we don't include the later EEO statements. Now Responsibilities list items: need to

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