Business Banker I
Orange Bank & Trust Company · Goshen, NY · 1 mo ago
FinanceFull-time
We need to output HTML fragment with headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must only include sections that have real specific content. The posting includes: General Summary (could be About the role), Essential Duties And Job Responsibilities (Responsibilities), Education (Qualifications/Education), Knowledge, Skills, Abilities (Skills), Work Environment (maybe not needed), Equipment Operations, Physical Demands, Special Note (EEO etc - we must remove boilerplate). Also there is no explicit Pay, Benefits, Schedule. So we should not create those sections.
We need to preserve all substantive information, remove boilerplate like EEO, accommodation, etc. Also remove duplicated lines. Also remove application instructions (none). Remove cookie/navigation/legal etc.
We need to format: Use
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must only include sections that have real specific content. The posting includes: General Summary (could be About the role), Essential Duties And Job Responsibilities (Responsibilities), Education (Qualifications/Education), Knowledge, Skills, Abilities (Skills), Work Environment (maybe not needed), Equipment Operations, Physical Demands, Special Note (EEO etc - we must remove boilerplate). Also there is no explicit Pay, Benefits, Schedule. So we should not create those sections.
We need to preserve all substantive information, remove boilerplate like EEO, accommodation, etc. Also remove duplicated lines. Also remove application instructions (none). Remove cookie/navigation/legal etc.
We need to format: Use for section headings. Use - for any list of duties/requirements/benefits. Use
for prose.
We need to decide sections: About the role (from General Summary). Responsibilities (Essential Duties And Job Responsibilities). Qualifications (Education). Skills (Knowledge, Skills, Abilities). Possibly Work Environment (but maybe not needed as separate heading? Could be included under About the role? But we can include if there is specific content: Work Environment, Equipment Operations, Physical Demands. Those are substantive. Could combine into a section like "Working Conditions" but we only have allowed headings list; we could use "Work Environment" as a heading (though not in list but it's similar). The instruction says use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It gives examples but not exclusive? It says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Likely we should stick to those headings only. So we cannot create a Work Environment heading unless we map it to one of those. Could map to "About the role" or "Responsibilities". Probably better to incorporate those details into existing sections.
Thus we will have sections: About the role (General Summary + maybe Work Environment details). Responsibilities (Essential Duties). Qualifications (Education). Skills (Knowledge, Skills, Abilities). Possibly Requirements (maybe combine Experience?). The instruction includes "Requirements" as a possible heading. Could use Requirements for experience and certifications. But we already have Education for qualifications. Could split: Qualifications for education, Requirements for experience. But we need to avoid thin sections. Let's see content: Education section includes Required: High School Diploma or GED; Preferred: Associates Degree. Experience Required: Cash Handling Experience and 1 Year Customer Service Experience; Preferred: 2 Years Banking Experience and 1 Year Sales Experience. That's experience requirements. So we could have a section "Requirements" for experience and maybe certifications. Then "Qualifications" for education. Or we could combine education and experience under "Qualifications". But we have both headings allowed; better to split to avoid thin? The instruction says prefer a few substantive sections over many thin ones. Splitting into Education and Experience might be two thin sections. Better to combine into one "Qualifications" section covering both education and experience. Then "Skills" for knowledge, skills, abilities. Then "About the role" for summary and work environment. Then "Responsibilities" for duties.
Thus sections: About the role, Responsibilities, Qualifications, Skills.
Now we need to extract content.
About the role: General Summary paragraph plus maybe Work Environment, Equipment Operations, Physical Demands (but those are more about working conditions). Could incorporate them into About the role as additional prose.
Let's parse General Summary:
"The Business Banker is responsible for performing intermediate duties and support related to branch operational activities and financial services; handles all teller transactional activity, processes all new account transactions; assisting customers in their selection of various accounts and financial services; cross-selling the Bank's products and services; opening, maintaining and closing of all account types; performing branch clerical duties; promoting business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. The position of Business Banker also is required to be fully knowledgeable and skilled in the areas of new account desk, teller, and safe deposit."
That's the summary.
Work Environment: "Position is performed in a branch setting with some external business conduct."
Equipment Operations: "Network System, Computer (various software programs), adding machine, office equipment."
Physical Demands: "Special Note: External and internal applicants, as well as position incumbents, must be able to perform the essential job functions as set forth above." That's basically a note about ability to perform essential functions; we could incorporate as a sentence.
We should remove EEO boilerplate and accommodation etc.
Thus About the role paragraph can combine summary + work environment + equipment operations + physical demand note.
Now Responsibilities: Essential Duties And Job Responsibilities bullet list (but currently as sentences separated by periods). We need to turn into - items. Let's list each duty:
- Provides support to all assigned areas of branch operations where service or assistance is needed, including platform area, teller line, and safe deposit.
- Perform regular daily, weekly and monthly customer service duties.
- Maintain a cash drawer to process client transactions.
- Handle large sums of cash accurately and efficiently.
- Maintain Cash Limits.
- Perform all phases of teller work.
- To achieve and maintain customer satisfaction through excellence in service delivery, follow up and problem resolution.
- Assist consumer and business customers in their selection of various accounts, products and financial services available from the Bank; ensures cross-sell opportunities are presented by applying professional sales techniques.
- Interviews customers to obtain information; establishes proper identification of new customers; determines need and extent of reference investigation.
- Assist management with business phone calls and client outreach as necessary to achieve budget goals.
- Prepare for audits.
- Alternate opening and closing branch with management.
- Maintains a working knowledge of the complete line of products and services offered.
- Takes responsibility to keep up to date and request assistance for further development needs.
- Perform all other duties assigned by management.
We need to ensure we preserve all substantive information. Some sentences are fragments; we can keep as is.
Now Qualifications: Education and Experience.
Education: Required: High School Diploma or GED. Preferred: Associates Degree.
Experience: Required: Cash Handling Experience and 1 Year Customer Service Experience. Preferred: 2 Years Banking Experience and 1 Year Sales Experience.
We could format as
- for each bullet? Or prose. Since it's a list of requirements, we can use
- .
Thus Qualifications section:
Qualifications
- Required: High School Diploma or GED
- Preferred: Associates Degree
- Required: Cash Handling Experience and 1 Year Customer Service Experience
- Preferred: 2 Years Banking Experience and 1 Year Sales Experience
Now Skills: Knowledge, Skills, Abilities.
We need to extract list:
Required:
- Needs the ability to maintain a positive and professional attitude at all times.
- Accurately count currency,
- friendly and outgoing personality,
- good customer service skills.
- Good decision making skills.
- Must be able to make quick informed decisions and seek assistance when needed.
- Must be a team player and work well with co-workers and management.
- Must have the ability to work with minimal supervision.
- This position has a high level of confidentiality.
- This position has access to customer's financial information, accounts, security procedures and closing procedures.
- High levels of internal & external contact with the public and departments
Preferred:
- This position also requires organization,
- the ability to work at a fast pace and perform multi-tasks,
- the knowledge of the bank policies and procedures for the teller line & customer service,
- and good judgment skills.
- An ability to handle change, stress and the pressures of daily activity when multi-tasking and working at a fast pace.
We need to preserve all. Could combine required and preferred into a single list, maybe separate with headings? But we cannot add extra headings beyond allowed; but we could still use - and differentiate via text. Probably fine to just list all items.
We should remove duplication: "friendly and outgoing personality," and "good customer service skills." etc.
Let's compile list:
- Maintain a positive and professional attitude at all times.
- Accurately count currency.
- Friendly and outgoing personality.
- Good customer service skills.
- Good decision making skills.
- Able to make quick informed decisions and seek assistance when needed.
- Team player, works well with co-workers and management.
- Ability to work with minimal supervision.
- High level of confidentiality.
- Access to customer's financial information, accounts, security procedures and closing procedures.
- High levels of internal and external contact with the public and departments.
- Organization.
- Ability to work at a fast pace and perform multi-tasks.
- Knowledge of bank policies and procedures for the teller line and customer service.
- Good judgment skills.
- Ability to handle change, stress, and pressures of daily activity when multi-tasking and working at a fast pace.
We need to ensure we didn't lose any nuance: "Needs the ability to maintain a positive and professional attitude at all times." => "Maintain a positive and professional attitude at all times." Good.
"Accurately count currency, friendly and outgoing personality, good customer service skills." We split.
"Good decision making skills." Keep.
"Must be able to make quick informed decisions and seek assistance when needed." => "Able to make quick informed decisions and seek assistance when needed."
"Must be a team player and work well with co-workers and management." => "Team player, works well with co-workers and management."
"Must have the ability to work with minimal supervision." => "Ability to work with minimal supervision."
"This position has a high level of confidentiality." => "High level of confidentiality."
"This position has access to customer's financial information, accounts, security procedures and closing procedures." => "Access to customer's financial information, accounts, security procedures and closing procedures."
"High levels of internal & external contact with the public and departments" => "High levels of internal and external contact with the public and departments."
Preferred: "This position also requires organization," => "Organization."
"the ability to work at a fast pace and perform multi-tasks," => "Ability to work at a fast pace and perform multi-tasks."
"the knowledge of the bank policies and procedures for the teller line & customer service," => "Knowledge of bank policies and procedures for the teller line and customer service."
"and good judgment skills." => "Good judgment skills."
"An ability to handle change, stress and the pressures of daily activity when multi-tasking and working at a fast pace." => "Ability to handle change, stress, and pressures of daily activity when multi-tasking and working at a fast pace."
Now we need to output HTML fragment only.
Structure:
About the role
...
Responsibilities
- ...
...
Qualifications
- ...
...
Skills
- ...
...
We must not include any extra text, no markdown.
Now craft About the role paragraph.
Combine:
"The Business Banker is responsible for performing intermediate duties and support related to branch operational activities and financial services; handles all teller transactional activity, processes all new account transactions; assists customers in their selection of various accounts and financial services; cross-sells the Bank's products and services; opens, maintains and closes all account types; performs branch clerical duties; promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. The position requires full knowledge and skill in the new account desk, teller, and safe deposit areas. Work is performed in a branch setting with some external business conduct. Equipment used includes network systems, computers (various software
- for any list of duties/requirements/benefits. Use
for prose. We need to decide sections: About the role (from General Summary). Responsibilities (Essential Duties And Job Responsibilities). Qualifications (Education). Skills (Knowledge, Skills, Abilities). Possibly Work Environment (but maybe not needed as separate heading? Could be included under About the role? But we can include if there is specific content: Work Environment, Equipment Operations, Physical Demands. Those are substantive. Could combine into a section like "Working Conditions" but we only have allowed headings list; we could use "Work Environment" as a heading (though not in list but it's similar). The instruction says use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It gives examples but not exclusive? It says use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Likely we should stick to those headings only. So we cannot create a Work Environment heading unless we map it to one of those. Could map to "About the role" or "Responsibilities". Probably better to incorporate those details into existing sections. Thus we will have sections: About the role (General Summary + maybe Work Environment details). Responsibilities (Essential Duties). Qualifications (Education). Skills (Knowledge, Skills, Abilities). Possibly Requirements (maybe combine Experience?). The instruction includes "Requirements" as a possible heading. Could use Requirements for experience and certifications. But we already have Education for qualifications. Could split: Qualifications for education, Requirements for experience. But we need to avoid thin sections. Let's see content: Education section includes Required: High School Diploma or GED; Preferred: Associates Degree. Experience Required: Cash Handling Experience and 1 Year Customer Service Experience; Preferred: 2 Years Banking Experience and 1 Year Sales Experience. That's experience requirements. So we could have a section "Requirements" for experience and maybe certifications. Then "Qualifications" for education. Or we could combine education and experience under "Qualifications". But we have both headings allowed; better to split to avoid thin? The instruction says prefer a few substantive sections over many thin ones. Splitting into Education and Experience might be two thin sections. Better to combine into one "Qualifications" section covering both education and experience. Then "Skills" for knowledge, skills, abilities. Then "About the role" for summary and work environment. Then "Responsibilities" for duties. Thus sections: About the role, Responsibilities, Qualifications, Skills. Now we need to extract content. About the role: General Summary paragraph plus maybe Work Environment, Equipment Operations, Physical Demands (but those are more about working conditions). Could incorporate them into About the role as additional prose. Let's parse General Summary: "The Business Banker is responsible for performing intermediate duties and support related to branch operational activities and financial services; handles all teller transactional activity, processes all new account transactions; assisting customers in their selection of various accounts and financial services; cross-selling the Bank's products and services; opening, maintaining and closing of all account types; performing branch clerical duties; promoting business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. The position of Business Banker also is required to be fully knowledgeable and skilled in the areas of new account desk, teller, and safe deposit." That's the summary. Work Environment: "Position is performed in a branch setting with some external business conduct." Equipment Operations: "Network System, Computer (various software programs), adding machine, office equipment." Physical Demands: "Special Note: External and internal applicants, as well as position incumbents, must be able to perform the essential job functions as set forth above." That's basically a note about ability to perform essential functions; we could incorporate as a sentence. We should remove EEO boilerplate and accommodation etc. Thus About the role paragraph can combine summary + work environment + equipment operations + physical demand note. Now Responsibilities: Essential Duties And Job Responsibilities bullet list (but currently as sentences separated by periods). We need to turn into
- items. Let's list each duty:
- Provides support to all assigned areas of branch operations where service or assistance is needed, including platform area, teller line, and safe deposit.
- Perform regular daily, weekly and monthly customer service duties.
- Maintain a cash drawer to process client transactions.
- Handle large sums of cash accurately and efficiently.
- Maintain Cash Limits.
- Perform all phases of teller work.
- To achieve and maintain customer satisfaction through excellence in service delivery, follow up and problem resolution.
- Assist consumer and business customers in their selection of various accounts, products and financial services available from the Bank; ensures cross-sell opportunities are presented by applying professional sales techniques.
- Interviews customers to obtain information; establishes proper identification of new customers; determines need and extent of reference investigation.
- Assist management with business phone calls and client outreach as necessary to achieve budget goals.
- Prepare for audits.
- Alternate opening and closing branch with management.
- Maintains a working knowledge of the complete line of products and services offered.
- Takes responsibility to keep up to date and request assistance for further development needs.
- Perform all other duties assigned by management.
We need to ensure we preserve all substantive information. Some sentences are fragments; we can keep as is.
Now Qualifications: Education and Experience.
Education: Required: High School Diploma or GED. Preferred: Associates Degree.
Experience: Required: Cash Handling Experience and 1 Year Customer Service Experience. Preferred: 2 Years Banking Experience and 1 Year Sales Experience.
We could format as
- for each bullet? Or prose. Since it's a list of requirements, we can use
- .
Thus Qualifications section:
Qualifications
- Required: High School Diploma or GED
- Preferred: Associates Degree
- Required: Cash Handling Experience and 1 Year Customer Service Experience
- Preferred: 2 Years Banking Experience and 1 Year Sales Experience
- and differentiate via text. Probably fine to just list all items.
We should remove duplication: "friendly and outgoing personality," and "good customer service skills." etc.
Let's compile list:
- Maintain a positive and professional attitude at all times.
- Accurately count currency.
- Friendly and outgoing personality.
- Good customer service skills.
- Good decision making skills.
- Able to make quick informed decisions and seek assistance when needed.
- Team player, works well with co-workers and management.
- Ability to work with minimal supervision.
- High level of confidentiality.
- Access to customer's financial information, accounts, security procedures and closing procedures.
- High levels of internal and external contact with the public and departments.
- Organization.
- Ability to work at a fast pace and perform multi-tasks.
- Knowledge of bank policies and procedures for the teller line and customer service.
- Good judgment skills.
- Ability to handle change, stress, and pressures of daily activity when multi-tasking and working at a fast pace.
We need to ensure we didn't lose any nuance: "Needs the ability to maintain a positive and professional attitude at all times." => "Maintain a positive and professional attitude at all times." Good.
"Accurately count currency, friendly and outgoing personality, good customer service skills." We split.
"Good decision making skills." Keep.
"Must be able to make quick informed decisions and seek assistance when needed." => "Able to make quick informed decisions and seek assistance when needed."
"Must be a team player and work well with co-workers and management." => "Team player, works well with co-workers and management."
"Must have the ability to work with minimal supervision." => "Ability to work with minimal supervision."
"This position has a high level of confidentiality." => "High level of confidentiality."
"This position has access to customer's financial information, accounts, security procedures and closing procedures." => "Access to customer's financial information, accounts, security procedures and closing procedures."
"High levels of internal & external contact with the public and departments" => "High levels of internal and external contact with the public and departments."
Preferred: "This position also requires organization," => "Organization."
"the ability to work at a fast pace and perform multi-tasks," => "Ability to work at a fast pace and perform multi-tasks."
"the knowledge of the bank policies and procedures for the teller line & customer service," => "Knowledge of bank policies and procedures for the teller line and customer service."
"and good judgment skills." => "Good judgment skills."
"An ability to handle change, stress and the pressures of daily activity when multi-tasking and working at a fast pace." => "Ability to handle change, stress, and pressures of daily activity when multi-tasking and working at a fast pace."
Now we need to output HTML fragment only.
Structure:
About the role
...
Responsibilities
- ... ...
Qualifications
- ... ...
Skills
- ... ...
- .
Thus Qualifications section:
- for each bullet? Or prose. Since it's a list of requirements, we can use
- items. Let's list each duty:
- Provides support to all assigned areas of branch operations where service or assistance is needed, including platform area, teller line, and safe deposit.
- Perform regular daily, weekly and monthly customer service duties.
- Maintain a cash drawer to process client transactions.
- Handle large sums of cash accurately and efficiently.
- Maintain Cash Limits.
- Perform all phases of teller work.
- To achieve and maintain customer satisfaction through excellence in service delivery, follow up and problem resolution.
- Assist consumer and business customers in their selection of various accounts, products and financial services available from the Bank; ensures cross-sell opportunities are presented by applying professional sales techniques.
- Interviews customers to obtain information; establishes proper identification of new customers; determines need and extent of reference investigation.
- Assist management with business phone calls and client outreach as necessary to achieve budget goals.
- Prepare for audits.
- Alternate opening and closing branch with management.
- Maintains a working knowledge of the complete line of products and services offered.
- Takes responsibility to keep up to date and request assistance for further development needs.
- Perform all other duties assigned by management.
We need to ensure we preserve all substantive information. Some sentences are fragments; we can keep as is.
Now Qualifications: Education and Experience.
Education: Required: High School Diploma or GED. Preferred: Associates Degree.
Experience: Required: Cash Handling Experience and 1 Year Customer Service Experience. Preferred: 2 Years Banking Experience and 1 Year Sales Experience.
We could format as