Jobs · OTHR · New York

Banking Relationship Specialist

ConnectOne Bank · White Plains, NY · 1 mo ago
OTHR$22–$27/hrFull-time
We need to output HTML fragment with sections: About us? Actually "About us" is description of company, but we need sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must not repeat job title. We need to extract content. We have description: "About us: ..." then "About This Role ..." then bullet list of duties (starting with "In this role you will:" then list). Then "Must haves:" list of requirements. Then "Additional information:" includes Benefits list. Then later "Salary Description $22-$27 per hour". No schedule info. So we should include sections: About the role (maybe from "About This Role"), Responsibilities (list of duties), Requirements (maybe from "Must haves"), Qualifications? Could combine Must haves as Requirements. Skills maybe from Must haves? But we should not create thin sections. We can have sections: About the role, Responsibilities, Requirements, Benefits, Pay. No Schedule. We need to use

for each section heading. Use
  • for lists. Use

    for prose. We must preserve all substantive info, not invent. Remove boilerplate like EEO etc. Also remove duplicated lines. Let's extract: About us paragraph: Could be considered "About the role"? Actually "About us" is company description. The instruction: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should have "About the role" heading with content from "About This Role". The "About us" could be omitted? It's substantive but not a standard heading; maybe we could include it under About the role? But it's about company, not role. However we must preserve ALL substantive information. Could we include a paragraph before headings? The instruction says output ONLY the HTML fragment, no /. It didn't forbid extra paragraphs outside sections. But they said "Use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It doesn't forbid other content. But to be safe, we could include a

    for the "About us" before sections, as it's substantive. However they said "Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

    or drop it." So we can have a

    for About us. Thus structure:

    About us: ConnectOne Bank proves that putting people first is a better way to do business....

    Then

    About the role

    with paragraph from "About This Role Banking Relationship Specialists play a vital role..." etc. Then

    Responsibilities

    with
    • list of duties (the bullet points after "In this role you will:"). Then

      Requirements

      with
      • list from "Must haves:" (including Strong needs-based sales skills, One to three years bank platform sales and teller experience, Detailed understanding..., Strong “People First” interest..., Strong ability..., Effective teambuilding..., Ability to lift items up to 25 lbs., ConnectOne Bank culture mastery., To support business needs, ability to work a flexible schedule is required.) Then

        Benefits

        with
        • list from Benefits: World class health, vision, and dental benefits on day one, 401k with employer match, Employee appreciation events..., Employee assistance programs (EAP), Wellness programs..., Tuition reimbursement, Employee Discount perks, CNOB Community Service Events ….and much, much more! Then

          Pay

          with

          Salary Description $22-$27 per hour

          No Schedule. We must ensure we don't include filler like "commensurate with experience". Not present. We must remove EEO etc. Also remove lines like "Studies have shown that individuals from underrepresented groups..." maybe that's substantive? It's encouragement but could be considered boilerplate? It's not EEO but it's a motivational note. Might keep? It's not a standard section; could be placed as a

          after Benefits? But it's not required. The instruction: preserve ALL substantive information; do NOT invent or summarize away detail. That line is substantive? It's encouraging underrepresented groups. Might keep as a

          after Benefits? But it's not a standard heading; we could add a

          after Benefits before Pay. However they said prefer a few substantive sections over many thin ones. Adding a paragraph is okay. But we need to decide: The line "Studies have shown that individuals from underrepresented groups, may only apply to roles if they meet 100% of the qualifications. Roles evolve over time, especially with innovation, and you may be just the person we need. We hope you're open to learning new skills and growing with us. We encourage you to apply to continue making us “a better place to be!”" This is motivational fluff but still part of posting. Could be considered boilerplate? Not exactly legal. I'd keep it as a

          after Benefits maybe under a heading like "Additional information"? But we don't have heading for that. Could incorporate into Benefits section? Might be weird. Better to follow instruction: Prefer a few substantive sections over many thin ones. So we could omit that paragraph as it's not essential to role specifics. However they said preserve ALL substantive information. Is that substantive? It's more of a encouragement. Might be considered filler. I'd keep it as a

          after Benefits but before Pay, without heading. But then we have a stray paragraph not under a heading; that's okay. Let's craft HTML. We need to ensure proper escaping of apostrophes etc. Use straight quotes. Let's write:

          About us: ConnectOne Bank proves that putting people first is a better way to do business. At ConnectOne, we’re builders — of businesses, communities, and equity. Most importantly, we’re building opportunities. Our mission is to ensure our employees feel empowered to make important decisions, reach their potential and truly make an impact. ConnectOne is a growth organization by design; it is part of our DNA and we take pride in seeing our employees grow with us. Founded in 2005 by an entrepreneur, we have grown into a high-performing commercial bank, inspiring a new model for our industry’s future. By embracing technology and all the ways it can help us become a world-class service organization, we support small business owners by fueling their mission. People First is the blueprint for our culture. It is at the foundation of everything we do and the decisions we make. At ConnectOne, you have the opportunity to be a part of a dynamic culture and team. Develop your forward-thinking skills, thrive in an entrepreneurial setting, and succeed at “a better place to be”. ConnectOne Bank is an Equal Housing and Equal Opportunity Lender, and a member of the Federal Deposit Insurance Corporation.

          But note we should remove EEO/equal-opportunity boilerplate. The line "ConnectOne Bank is an Equal Housing and Equal Opportunity Lender, and a member of the Federal Deposit Insurance Corporation." is maybe not EEO but still a statement. Might keep? It's not EEO but it's a regulatory statement. Could be considered boilerplate but it's factual. The instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. This is a legal statement about Equal Housing and Equal Opportunity Lender and FDIC member. That's likely legal boilerplate. Should remove. So we should cut that sentence. Thus About us paragraph ends before that sentence. Let's cut at "succeed at “a better place to be”." So we stop before the EEO line. Thus About us paragraph: "About us: ConnectOne Bank proves that putting people first is a better way to do business. At ConnectOne, we’re builders — of businesses, communities, and equity. Most importantly, we’re building opportunities. Our mission is to ensure our employees feel empowered to make important decisions, reach their potential and truly make an impact. ConnectOne is a growth organization by design; it is part of our DNA and we take pride in seeing our employees grow with us. Founded in 2005 by an entrepreneur, we have grown into a high-performing commercial bank, inspiring a new model for our industry’s future. By embracing technology and all the ways it can help us become a world-class service organization, we support small business owners by fueling their mission. People First is the blueprint for our culture. It is at the foundation of everything we do and the decisions we make. At ConnectOne, you have the opportunity to be a part of a dynamic culture and team. Develop your forward-thinking skills, thrive in an entrepreneurial setting, and succeed at “a better place to be”." Now About the role paragraph: "About This Role Banking Relationship Specialists play a vital role in ConnectOne “Client First” banking experience by acquiring, retaining, and expanding banking relationships of both the business and consumer clients while demonstrating the ConnectOne Culture." We keep that as a paragraph. Now Responsibilities list: after "In this role you will:" we have sentences separated by periods. Let's extract each bullet: - Support the Bank’s “People First” focus and rules of engagement—greeting clients by name, maintaining a professional demeanor, ensuring the branch reflects ConnectOne Bank standards and working as an active member of the Branch team, always striving to make ConnectOne Bank “A Better Place to Be”. - Proactively identify opportunities for relationship acquisition and development by cross-selling the Bank’s products and services in a consultative manner. - Perform account opening for deposit products and educate clients on the Bank’s product and service offerings. - Ensure all activities, transactions and records are in compliance with operational, security and control procedures of the Bank, preventing fraud and protecting customer assets. - Handle customer service issues by conducting research, taking ownership, and following up with on a daily basis as necessary until conclusion. - Assist other branch team members with transactions and overall operations, as necessary, and provide feedback and coaching to improve overall team performance. - Perform service transactions for the Branch to include check re-orders, address/name changes, safe deposit box access, outbound wires, account maintenance and outbound client contact. - Serve as primary back-up to the Branch Manager or Assistant Branch Manager where applicable, for operational and service-related functions. - Assists with Teller functions as needed including performing banking transactions over the phone or at the drive-up window including accepting deposits, cashing checks, and assisting clients with other banking needs, and branch opening and closing as needed. - Active participation in achieving branch sales objectives. - Maintains a 90% plus service performance and reinforces feed -back gained from mystery shops. - Supports retail and community events to promote the brand in accordance with the retail business plan. - Performs other duties that may be assigned. Note some have weird hyphenation and spacing. We'll keep as is. Now Requirements list from "Must haves:": - Strong needs-based sales skills. - One to three years bank platform sales and teller experience. - Detailed understanding of federal banking compliance and requirements. - Strong “People First” interest and ability. - Strong ability in assessing and meeting the needs of customer and/or solving customer problems. - Effective teambuilding and interpersonal communication abilities are necessary. - Ability to lift items up to 25 lbs. - ConnectOne Bank culture mastery. - To support business needs, ability to work a flexible schedule is required. Now Benefits list from "Benefits:": - World class health, vision, and dental benefits on day one - 401k with employer match - Employee appreciation events (team building, softball games, food truck days, etc..) - Employee assistance programs (EAP) - Wellness programs (flu shot, preventive care, health programs and services discounts, etc..) - Tuition reimbursement - Employee Discount perks - CNOB

Similar jobs