Branch Supervisor
Community Bank, N.A. · Potsdam, NY · 2 wk ago
Sales$22.6/hrFull-time
We need to output HTML fragment with sections: Overview (maybe not a heading? The instruction: use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). The overview is not listed; but we can include a heading? The instruction says use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). The overview is not listed; but we can include a heading? The instruction says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but we should follow typical sections. The posting includes Overview, Responsibilities, Essential Responsibilities, Ancillary Duties, Qualifications (Education, Training and Requirements, Skills, Experience, Other), Benefits (Compensation and benefits), Physical Requirements, EEO etc. We need to remove boilerplate: EEO, equal-opportunity, scam-warning, cookie/navigation/legal, duplicated lines, application instructions. Also remove. Also we should not repeat job title as heading (not present). Do not put Job ID/requisition numbers as headings.
We need to include sections only when posting has real, specific content. So we need sections: Overview (maybe as About the role? but we can use Overview as heading? The instruction says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It suggests those are typical but not exclusive. We could map Overview to About the role. But we need to preserve content. Could use About the role
then paragraph for overview.
Responsibilities: we have Responsibilities heading and then Essential Responsibilities and Ancillary Duties. We can combine into a - list of duties. Must preserve all substantive info. We'll need to extract bullet points from the paragraphs.
Qualifications: includes Education, Training and Requirements; Skills; Experience; Other (NMLS registration). We can have sections: Qualifications (maybe as
Qualifications
) with subparts? But we can also split into Skills, Requirements etc. The instruction says prefer a few substantive sections over many thin ones. So we could have sections: Responsibilities, Qualifications, Benefits, Pay, Schedule. Pay we have compensation range: Minimum USD $22.60/Hr. Maximum USD $33.93/Hr. Also mention "Compensation: Commensurate with experience plus potential for annual merit increase." That's vague but we have actual numbers. So we should include Pay section with those numbers. Schedule: Hours: 40 hours per week. So Schedule section.
Benefits: list of benefits: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on! We'll list those.
We need to remove boilerplate: EEO statements, physical requirements? Physical requirements is substantive? It describes physical demands; maybe we could include as a section? Not in the list but could be included as a section? The instruction says only include sections when posting has real, specific content for it. Physical requirements is specific content. But the list of suggested headings didn't include Physical Requirements. However we could still include as Physical Requirements
if we want. But the instruction says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but we should follow that pattern. Might be safer to include Physical Requirements as a subsection under Qualifications? But it's not qualifications. Could be omitted? The instruction says preserve ALL substantive information; do NOT invent or summarize away detail. So we need to keep physical requirements info. We could embed it in a
under a generic section like "Additional Information". But we don't have a heading for that. Perhaps we can create a section "Physical Requirements" as
Physical Requirements
. It's specific content. The instruction didn't forbid creating other headings; it just gave examples. So I'll include it.
We also need to remove duplicated lines: e.g., "May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels." appears twice (in Responsibilities and Ancillary Duties). We should keep only once? The instruction says remove duplicated lines. So we should deduplicate.
Also remove "As an integral member of the branch staff this position is responsible to assist wherever necessary to ensure that the branch and the Bank achieve goals, including filing in as needed with any transactions and customer inquiries." That's ancillary duties.
We need to preserve all substantive info, but we can combine overlapping statements.
Let's extract content.
Overview paragraph:
"At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities."
We need to remove EEO boilerplate: "As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities." That's EEO boilerplate; remove it. Also later there is EEO statement again; remove those.
Thus overview paragraph becomes:
"At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities."
Now Responsibilities:
We have heading "Responsibilities" then paragraph: "The Branch Supervisor directly supervises the staff and operations of a small branch, or may work with a Branch or District Manager to provide supervision of staff and operations at one or more locations in need of additional oversight. The Branch Supervisor coordinates specific branch goals with the Branch or District Manager, supervises branch personnel, ensures office compliance with operating policies and procedures, provides required periodic reports and may have lending authority. Works directly with staff to provide an optimal customer experience."
Then "Essential Responsibilities" with a long sentence (no period?). It's a run-on list. We need to break into bullet points.
Let's parse Essential Responsibilities text:
"Directly supervises the branch office and performs or delegates a variety of duties including oversight of branch service operations to include approval of transactional overrides; branch general ledger accounts; vault and drawer audits; approval of overdrafts; control of negotiable supplies; cash management, ordering and shipments; ATM balancing and maintenance; ensuring proper branch security measures are in place; preparation of regulatory, internal and operational reports; participation with audits of key branch functionsWorks with management in establishing growth, sales, and profit objectives for the office; provides input to these objectives and to the manner in which performance will be measured and controlledSolicits new business from current and prospective customers; maintains ongoing business relationships with customers to optimize additional cross-selling opportunitiesMonitors individual sales and customer service performance against goals and discusses performance with manager on a frequent basisMaintains thorough knowledge of features and benefits of all consumer products and services to ascertain customer needs and to fill those needsMonitors the progress of staff members and assists them with questions or problems, conducting regular staff meetings to keep all informedOpens and maintains deposit accounts in accordance with bank proceduresMay make loans to customers with oversight as appropriateDirectly supervises assigned personnel as follows:Assists in the selection of new personnelCoordinates orientation and training of new personnelReviews employee performance throughout the introductory period and on a regular basis thereafterManages and maximizes performance levels of staff members through regular feedback; takes appropriate actions for performance improvementOrganizes, schedules, and distributes work among staffKeeps personnel informed of pertinent policies and procedures and creates an atmosphere in which upward communication from staff is encouraged, conducting regular staff meetings to enhance employee engagement and desired level of customer serviceAdministers personnel policies and proceduresMaintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all training requirements in a timely mannerModel and hold staff accountable for upholding the core values of the Company: Integrity, Humility, Teamwork, and ExcellenceMay be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels"
Then "Ancillary Duties": "As an integral member of the branch staff this position is responsible to assist wherever necessary to ensure that the branch and the Bank achieve goals, including filing in as needed with any transactions and customer inquiries. May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels."
We see duplicate travel sentence appears twice (once in Essential Responsibilities at end, and again in Ancillary Duties). We'll keep one.
We need to produce a list of duties. Let's extract distinct duties:
From the first paragraph before Essential Responsibilities:
- Directly supervises the staff and operations of a small branch, or may work with a Branch or District Manager to provide supervision of staff and operations at one or more locations in need of additional oversight.
- Coordinates specific branch goals with the Branch or District Manager.
- Supervises branch personnel.
- Ensures office compliance with operating policies and procedures.
- Provides required periodic reports.
- May have lending authority.
- Works directly with staff to provide an optimal customer experience.
From Essential Responsibilities (break by semicolons and periods?):
- Directly supervises the branch office and performs or delegates a variety of duties including:
* oversight of branch service operations to include approval of transactional overrides
* branch general ledger accounts
* vault and drawer audits
* approval of overdrafts
* control of negotiable supplies
* cash management, ordering and shipments
* ATM balancing and maintenance
* ensuring proper branch security measures are in place
* preparation of regulatory, internal and operational reports
* participation with audits of key branch functions
- Works with management in establishing growth, sales, and profit objectives for the office; provides input to these objectives and to the manner in which performance will be measured and controlled
- Solicits new business from current and prospective customers; maintains ongoing business relationships with customers to optimize additional cross-selling opportunities
- Monitors individual sales and customer service performance against goals and discusses performance with manager on a frequent basis
- Maintains thorough knowledge of features and benefits of all consumer products and services to ascertain customer needs and to fill those needs
- Monitors the progress of staff members and assists them with questions or problems, conducting regular staff meetings to keep all informed
- Opens and maintains deposit accounts in accordance with bank procedures
- May make loans to customers with oversight as appropriate
- Directly supervises assigned personnel as follows:
* Assists in the selection of new personnel
* Coordinates orientation and training of new personnel
* Reviews employee performance throughout the introductory period and on a regular basis thereafter
* Manages and maximizes
About the role? but we can use Overview as heading? The instruction says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It suggests those are typical but not exclusive. We could map Overview to About the role. But we need to preserve content. Could use About the role
then paragraph for overview.
Responsibilities: we have Responsibilities heading and then Essential Responsibilities and Ancillary Duties. We can combine into a - list of duties. Must preserve all substantive info. We'll need to extract bullet points from the paragraphs.
Qualifications: includes Education, Training and Requirements; Skills; Experience; Other (NMLS registration). We can have sections: Qualifications (maybe as
Qualifications
) with subparts? But we can also split into Skills, Requirements etc. The instruction says prefer a few substantive sections over many thin ones. So we could have sections: Responsibilities, Qualifications, Benefits, Pay, Schedule. Pay we have compensation range: Minimum USD $22.60/Hr. Maximum USD $33.93/Hr. Also mention "Compensation: Commensurate with experience plus potential for annual merit increase." That's vague but we have actual numbers. So we should include Pay section with those numbers. Schedule: Hours: 40 hours per week. So Schedule section.
Benefits: list of benefits: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on! We'll list those.
We need to remove boilerplate: EEO statements, physical requirements? Physical requirements is substantive? It describes physical demands; maybe we could include as a section? Not in the list but could be included as a section? The instruction says only include sections when posting has real, specific content for it. Physical requirements is specific content. But the list of suggested headings didn't include Physical Requirements. However we could still include as Physical Requirements
if we want. But the instruction says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but we should follow that pattern. Might be safer to include Physical Requirements as a subsection under Qualifications? But it's not qualifications. Could be omitted? The instruction says preserve ALL substantive information; do NOT invent or summarize away detail. So we need to keep physical requirements info. We could embed it in a
under a generic section like "Additional Information". But we don't have a heading for that. Perhaps we can create a section "Physical Requirements" as
Physical Requirements
. It's specific content. The instruction didn't forbid creating other headings; it just gave examples. So I'll include it.
We also need to remove duplicated lines: e.g., "May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels." appears twice (in Responsibilities and Ancillary Duties). We should keep only once? The instruction says remove duplicated lines. So we should deduplicate.
Also remove "As an integral member of the branch staff this position is responsible to assist wherever necessary to ensure that the branch and the Bank achieve goals, including filing in as needed with any transactions and customer inquiries." That's ancillary duties.
We need to preserve all substantive info, but we can combine overlapping statements.
Let's extract content.
Overview paragraph:
"At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities."
We need to remove EEO boilerplate: "As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities." That's EEO boilerplate; remove it. Also later there is EEO statement again; remove those.
Thus overview paragraph becomes:
"At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities."
Now Responsibilities:
We have heading "Responsibilities" then paragraph: "The Branch Supervisor directly supervises the staff and operations of a small branch, or may work with a Branch or District Manager to provide supervision of staff and operations at one or more locations in need of additional oversight. The Branch Supervisor coordinates specific branch goals with the Branch or District Manager, supervises branch personnel, ensures office compliance with operating policies and procedures, provides required periodic reports and may have lending authority. Works directly with staff to provide an optimal customer experience."
Then "Essential Responsibilities" with a long sentence (no period?). It's a run-on list. We need to break into bullet points.
Let's parse Essential Responsibilities text:
"Directly supervises the branch office and performs or delegates a variety of duties including oversight of branch service operations to include approval of transactional overrides; branch general ledger accounts; vault and drawer audits; approval of overdrafts; control of negotiable supplies; cash management, ordering and shipments; ATM balancing and maintenance; ensuring proper branch security measures are in place; preparation of regulatory, internal and operational reports; participation with audits of key branch functionsWorks with management in establishing growth, sales, and profit objectives for the office; provides input to these objectives and to the manner in which performance will be measured and controlledSolicits new business from current and prospective customers; maintains ongoing business relationships with customers to optimize additional cross-selling opportunitiesMonitors individual sales and customer service performance against goals and discusses performance with manager on a frequent basisMaintains thorough knowledge of features and benefits of all consumer products and services to ascertain customer needs and to fill those needsMonitors the progress of staff members and assists them with questions or problems, conducting regular staff meetings to keep all informedOpens and maintains deposit accounts in accordance with bank proceduresMay make loans to customers with oversight as appropriateDirectly supervises assigned personnel as follows:Assists in the selection of new personnelCoordinates orientation and training of new personnelReviews employee performance throughout the introductory period and on a regular basis thereafterManages and maximizes performance levels of staff members through regular feedback; takes appropriate actions for performance improvementOrganizes, schedules, and distributes work among staffKeeps personnel informed of pertinent policies and procedures and creates an atmosphere in which upward communication from staff is encouraged, conducting regular staff meetings to enhance employee engagement and desired level of customer serviceAdministers personnel policies and proceduresMaintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all training requirements in a timely mannerModel and hold staff accountable for upholding the core values of the Company: Integrity, Humility, Teamwork, and ExcellenceMay be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels"
Then "Ancillary Duties": "As an integral member of the branch staff this position is responsible to assist wherever necessary to ensure that the branch and the Bank achieve goals, including filing in as needed with any transactions and customer inquiries. May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels."
We see duplicate travel sentence appears twice (once in Essential Responsibilities at end, and again in Ancillary Duties). We'll keep one.
We need to produce a list of duties. Let's extract distinct duties:
From the first paragraph before Essential Responsibilities:
- Directly supervises the staff and operations of a small branch, or may work with a Branch or District Manager to provide supervision of staff and operations at one or more locations in need of additional oversight.
- Coordinates specific branch goals with the Branch or District Manager.
- Supervises branch personnel.
- Ensures office compliance with operating policies and procedures.
- Provides required periodic reports.
- May have lending authority.
- Works directly with staff to provide an optimal customer experience.
From Essential Responsibilities (break by semicolons and periods?):
- Directly supervises the branch office and performs or delegates a variety of duties including:
* oversight of branch service operations to include approval of transactional overrides
* branch general ledger accounts
* vault and drawer audits
* approval of overdrafts
* control of negotiable supplies
* cash management, ordering and shipments
* ATM balancing and maintenance
* ensuring proper branch security measures are in place
* preparation of regulatory, internal and operational reports
* participation with audits of key branch functions
- Works with management in establishing growth, sales, and profit objectives for the office; provides input to these objectives and to the manner in which performance will be measured and controlled
- Solicits new business from current and prospective customers; maintains ongoing business relationships with customers to optimize additional cross-selling opportunities
- Monitors individual sales and customer service performance against goals and discusses performance with manager on a frequent basis
- Maintains thorough knowledge of features and benefits of all consumer products and services to ascertain customer needs and to fill those needs
- Monitors the progress of staff members and assists them with questions or problems, conducting regular staff meetings to keep all informed
- Opens and maintains deposit accounts in accordance with bank procedures
- May make loans to customers with oversight as appropriate
- Directly supervises assigned personnel as follows:
* Assists in the selection of new personnel
* Coordinates orientation and training of new personnel
* Reviews employee performance throughout the introductory period and on a regular basis thereafter
* Manages and maximizes
About the role
then paragraph for overview. Responsibilities: we have Responsibilities heading and then Essential Responsibilities and Ancillary Duties. We can combine into a- list of duties. Must preserve all substantive info. We'll need to extract bullet points from the paragraphs.
Qualifications: includes Education, Training and Requirements; Skills; Experience; Other (NMLS registration). We can have sections: Qualifications (maybe as
Qualifications
) with subparts? But we can also split into Skills, Requirements etc. The instruction says prefer a few substantive sections over many thin ones. So we could have sections: Responsibilities, Qualifications, Benefits, Pay, Schedule. Pay we have compensation range: Minimum USD $22.60/Hr. Maximum USD $33.93/Hr. Also mention "Compensation: Commensurate with experience plus potential for annual merit increase." That's vague but we have actual numbers. So we should include Pay section with those numbers. Schedule: Hours: 40 hours per week. So Schedule section. Benefits: list of benefits: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on! We'll list those. We need to remove boilerplate: EEO statements, physical requirements? Physical requirements is substantive? It describes physical demands; maybe we could include as a section? Not in the list but could be included as a section? The instruction says only include sections when posting has real, specific content for it. Physical requirements is specific content. But the list of suggested headings didn't include Physical Requirements. However we could still include asPhysical Requirements
if we want. But the instruction says usefor section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but we should follow that pattern. Might be safer to include Physical Requirements as a subsection under Qualifications? But it's not qualifications. Could be omitted? The instruction says preserve ALL substantive information; do NOT invent or summarize away detail. So we need to keep physical requirements info. We could embed it in a
under a generic section like "Additional Information". But we don't have a heading for that. Perhaps we can create a section "Physical Requirements" as
Physical Requirements
. It's specific content. The instruction didn't forbid creating other headings; it just gave examples. So I'll include it. We also need to remove duplicated lines: e.g., "May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels." appears twice (in Responsibilities and Ancillary Duties). We should keep only once? The instruction says remove duplicated lines. So we should deduplicate. Also remove "As an integral member of the branch staff this position is responsible to assist wherever necessary to ensure that the branch and the Bank achieve goals, including filing in as needed with any transactions and customer inquiries." That's ancillary duties. We need to preserve all substantive info, but we can combine overlapping statements. Let's extract content. Overview paragraph: "At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities." We need to remove EEO boilerplate: "As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities." That's EEO boilerplate; remove it. Also later there is EEO statement again; remove those. Thus overview paragraph becomes: "At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities." Now Responsibilities: We have heading "Responsibilities" then paragraph: "The Branch Supervisor directly supervises the staff and operations of a small branch, or may work with a Branch or District Manager to provide supervision of staff and operations at one or more locations in need of additional oversight. The Branch Supervisor coordinates specific branch goals with the Branch or District Manager, supervises branch personnel, ensures office compliance with operating policies and procedures, provides required periodic reports and may have lending authority. Works directly with staff to provide an optimal customer experience." Then "Essential Responsibilities" with a long sentence (no period?). It's a run-on list. We need to break into bullet points. Let's parse Essential Responsibilities text: "Directly supervises the branch office and performs or delegates a variety of duties including oversight of branch service operations to include approval of transactional overrides; branch general ledger accounts; vault and drawer audits; approval of overdrafts; control of negotiable supplies; cash management, ordering and shipments; ATM balancing and maintenance; ensuring proper branch security measures are in place; preparation of regulatory, internal and operational reports; participation with audits of key branch functionsWorks with management in establishing growth, sales, and profit objectives for the office; provides input to these objectives and to the manner in which performance will be measured and controlledSolicits new business from current and prospective customers; maintains ongoing business relationships with customers to optimize additional cross-selling opportunitiesMonitors individual sales and customer service performance against goals and discusses performance with manager on a frequent basisMaintains thorough knowledge of features and benefits of all consumer products and services to ascertain customer needs and to fill those needsMonitors the progress of staff members and assists them with questions or problems, conducting regular staff meetings to keep all informedOpens and maintains deposit accounts in accordance with bank proceduresMay make loans to customers with oversight as appropriateDirectly supervises assigned personnel as follows:Assists in the selection of new personnelCoordinates orientation and training of new personnelReviews employee performance throughout the introductory period and on a regular basis thereafterManages and maximizes performance levels of staff members through regular feedback; takes appropriate actions for performance improvementOrganizes, schedules, and distributes work among staffKeeps personnel informed of pertinent policies and procedures and creates an atmosphere in which upward communication from staff is encouraged, conducting regular staff meetings to enhance employee engagement and desired level of customer serviceAdministers personnel policies and proceduresMaintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all training requirements in a timely mannerModel and hold staff accountable for upholding the core values of the Company: Integrity, Humility, Teamwork, and ExcellenceMay be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels" Then "Ancillary Duties": "As an integral member of the branch staff this position is responsible to assist wherever necessary to ensure that the branch and the Bank achieve goals, including filing in as needed with any transactions and customer inquiries. May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels." We see duplicate travel sentence appears twice (once in Essential Responsibilities at end, and again in Ancillary Duties). We'll keep one. We need to produce a list of duties. Let's extract distinct duties: From the first paragraph before Essential Responsibilities: - Directly supervises the staff and operations of a small branch, or may work with a Branch or District Manager to provide supervision of staff and operations at one or more locations in need of additional oversight. - Coordinates specific branch goals with the Branch or District Manager. - Supervises branch personnel. - Ensures office compliance with operating policies and procedures. - Provides required periodic reports. - May have lending authority. - Works directly with staff to provide an optimal customer experience. From Essential Responsibilities (break by semicolons and periods?): - Directly supervises the branch office and performs or delegates a variety of duties including: * oversight of branch service operations to include approval of transactional overrides * branch general ledger accounts * vault and drawer audits * approval of overdrafts * control of negotiable supplies * cash management, ordering and shipments * ATM balancing and maintenance * ensuring proper branch security measures are in place * preparation of regulatory, internal and operational reports * participation with audits of key branch functions - Works with management in establishing growth, sales, and profit objectives for the office; provides input to these objectives and to the manner in which performance will be measured and controlled - Solicits new business from current and prospective customers; maintains ongoing business relationships with customers to optimize additional cross-selling opportunities - Monitors individual sales and customer service performance against goals and discusses performance with manager on a frequent basis - Maintains thorough knowledge of features and benefits of all consumer products and services to ascertain customer needs and to fill those needs - Monitors the progress of staff members and assists them with questions or problems, conducting regular staff meetings to keep all informed - Opens and maintains deposit accounts in accordance with bank procedures - May make loans to customers with oversight as appropriate - Directly supervises assigned personnel as follows: * Assists in the selection of new personnel * Coordinates orientation and training of new personnel * Reviews employee performance throughout the introductory period and on a regular basis thereafter * Manages and maximizes