Business Banking Officer
Royal Credit Union · Eau Claire-Menomonie Area · 4 wk ago
Finance$100k–$115k/yrFull-time
We need to output HTML fragment with sections: About the role? The posting includes description. We need headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections if real specific content.
We need to parse content.
The posting:
- Intro: "Team Members are at the core..." etc. Could be "About the role" or maybe "About the role" is generic. We can put an headings and
About the role
with paragraph summarizing that intro. - Then "Why Royal?" bullet points: Member and Community Focused, Supportive Environment, Professional Growth, Empowerment, Community Involvement. Could be part of Benefits? Actually these are company culture/benefits. Could go under Benefits? But we have separate Benefits section for compensation/benefits. The "Why Royal?" could be part of About the role or maybe we treat as Benefits? But we have Benefits section later with details: medical, dental, vision, 401k match, paid family and sick leave, vacation, childcare reimbursement, tuition assistance, pet insurance, etc. So we can put those under Benefits. - "What You’ll Do:" then list responsibilities. So Responsibilities section. - "Our Commitment To You" includes Compensation and Benefits. So we need Pay section (compensation) and Benefits section. - "What’s Needed For This Position" includes requirements: Bachelor's degree, 2 years business lending experience, involvement in communities, learns new tech, proficiency in MS Office, strong knowledge of financial services, working knowledge of accounting, embraces change, problem solving, time management, organizational skills, written/verbal communication, valid driver's license. Also "We’d Love To See" previous treasury/cash management experience, previous experience with SMBs. Also training prior to starting: Foundation Training details. Thus we can have Requirements (education, experience), Skills (technical/soft skills), Qualifications maybe overlapping. But we need to follow instruction: Use headings for section headings (About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We should only include sections that have real specific content. We have content for About the role (intro), Responsibilities, Requirements (education, experience, community involvement), Skills (proficiency, knowledge, abilities), Benefits (detailed list), Pay (salary range). Schedule? Not mentioned except training schedule (Foundation Training Monday/Tuesday 9-4:30). That's a schedule for training, not regular work schedule. Could we put Schedule section? The posting does not give regular work schedule; only training schedule. Might be considered schedule info but not regular. The instruction: never create Pay/Schedule/Benefits sections unless the posting actually states them. It does state compensation and benefits, so Pay and Benefits are okay. Schedule: not explicitly stated regular schedule; only training schedule. Might be considered schedule but ambiguous. Safer to omit Schedule section because not clearly defined regular work schedule. We'll omit. Qualifications: Could be similar to Requirements; but we have both Requirements and Qualifications headings. We need to decide if we have content for Qualifications separate from Requirements. The posting includes "What’s Needed For This Position" which includes education, experience, community involvement, tech proficiency, knowledge, skills, driver's license. That could be Requirements. Qualifications could be "We’d Love To See" (preferred qualifications) and training. So we can split: Requirements = mandatory; Qualifications = preferred/training. Skills = maybe technical/soft skills list. But we already have skills list in requirements. Might be overlapping but okay. We need to avoid filler. Provide substantive content. Let's extract: About the role: Paragraph summarizing intro: Team Members core values, Royal Credit Union looking for caring energetic team members to create positive impact, Business Banking Officer role in Eau Claire, managing business portfolio, analyzing loan applications, building community relationships. Responsibilities: bullet list from "What You’ll Do:": - Serve lending and deposit needs of business members with focus on portfolio growth and retention. - Create exceptional member experience while offering Royal's full suite of business loan and cash management products. - Develop and manage a business portfolio. - Analyze and evaluate loan applications and make appropriate recommendations regarding product offerings, loan structure, pricing and approval. - Build a strong referral network and spread awareness of Royal through participation in outside organizations, connecting with COI's, community leaders, Royal's branch network and other partners. Requirements (mandatory): - Bachelor's Degree or equivalent in Finance, Accounting, Business, Economics or related field. - Two (2) years of Business Lending experience or equivalent/related work experience. - Involvement in our communities served via active participation in organizations which cater to small business owners. - Readily learns new technology and uses Royal’s digital solutions on technology devices to meet job responsibilities. - Demonstrate basic proficiency in Microsoft Word, Excel, and Outlook, social media and all other enterprise-wide software used at Royal to assist Members. - Strong knowledge of financial services and financial digital platforms. - Working knowledge of accounting to analyze spreadsheets and identify trends. - Embraces change and sees the opportunities presented. - Strong problem-solving, time management, and organizational skills. - Strong written and verbal communication skills. - Valid Driver’s License and insured vehicle. Qualifications (preferred/additional): - Previous Treasury / Cash Management experience. - Previous experience working with small-medium sized businesses or small business lending. - Training: Prior to starting a normal work schedule, new Royal team members must attend Foundation Training at Corporate Center in Eau Claire, WI from 9:00am - 4:30pm on Monday and Tuesday during their first week of employment. Out of town learners will be reimbursed costs related to travel and lodging. Foundation Training covers fundamental information about Royal’s culture and core values. Skills: Could be overlapping but we can list soft/technical skills: proficiency in MS Office, strong knowledge of financial services, accounting basics, problem solving, time management, organizational skills, written/verbal communication, ability to learn new tech, embraces change, etc. But we already listed many in Requirements. To avoid duplication, maybe we put Skills as a subset: "Strong problem-solving, time management, organizational skills; strong written and verbal communication; proficiency in Microsoft Word, Excel, Outlook; ability to learn new technology; strong knowledge of financial services and digital platforms; working knowledge of accounting." That's okay. Benefits: list from "Benefits:": - Comprehensive medical, dental, and vision insurance plans. - 5% 401k employer match. - Paid family and sick leave. - Vacation and sick time accruals. - Childcare reimbursement. - Tuition and student loan debt assistance. - Pet insurance. - Much more (but we should not include vague "much more"? It's vague but it's part of the statement; we could include as "and more" but maybe avoid filler. We'll keep the specific items. Pay: Compensation: $99,600 - $114,600 annually (candidates with significant related experience may be higher). Schedule: Not present; we omit. Now produce HTML fragment with headings and - for lists,
for prose.
We need to ensure we don't repeat job title as heading. Not include Job ID.
We'll output:
About the role
...
Responsibilities
- ...
...
Requirements
...
Qualifications
...
Skills
...
Benefits
...
Pay
$99,600 - $114,600 annually (candidates with significant related experience may be higher)
We should not include Schedule.
Check for any duplicated lines: ensure we didn't repeat.
Now craft the content precisely.
About the role paragraph: combine intro sentences.
"Team Members are at the core of who we are; living our core values of making a difference, doing the right thing, making it easy, being caring, being friendly, nice, and respectful, and taking ownership. Perhaps Royal is the change you’re looking for. Royal Credit Union is looking for caring, energetic team members who want to create a positive impact in the lives of our Members. Are you passionate about business lending and creating exceptional member experiences? Become a Business Banking Officer with Royal Credit Union servicing the Eau Claire, WI area! In this role, you’ll manage a diverse business portfolio, analyze loan applications, and build strong community relationships."
That seems good.
Now Responsibilities list: from "What You’ll Do:" bullet points.
We'll write each as li.
Responsibilities:
- Responsible for serving the lending and deposit needs of business members with a primary focus on portfolio growth and retention.
- Create an exceptional member experience while offering Royal's full suite of business loan and cash management products.
- Develop and manage a business portfolio, analyze and evaluate loan applications and make appropriate recommendations regarding product offerings, loan structure, pricing and approval.
- Build a strong referral network and spread awareness of Royal through participation in outside organizations, connecting with COI's, community leaders, Royal's branch network and other partners.
Check grammar: The original: "Responsible for serving the lending and deposit needs of business members with a primary focus on portfolio growth and retention." Good.
Second: "Create an exceptional member experience while offering Royal's full suite of business loan and cash management products."
Third: "Develop and manage a business portfolio, analyze and evaluate loan applications and make appropriate recommendations regarding product offerings, loan structure, pricing and approval."
Fourth: "Build a strong referral network and spread awareness of Royal through participation in outside organizations, connecting with COI's, community leaders, Royal's branch network and other partners."
Now Requirements list:
- Bachelor's Degree or the Equivalent in Experience in Finance, Accounting, Business, Economics or related field
- Two (2) years of Business Lending experience or equivalent/related work experience
- Involvement in our communities served via active participation in organizations which cater to small business owners
- Readily learns new technology and uses Royal’s digital solutions on technology devices to meet job responsibilities
- Demonstrate basic proficiency in Microsoft Word, Excel, and Outlook, social media and all other enterprise-wide software used at Royal to assist Members
- Strong knowledge of financial services and financial digital platforms
- Working knowledge of accounting to analyze spreadsheets and identify trends
- Embraces change and sees the opportunities presented
- Strong problem-solving, time management, and organizational skills
- Strong written and verbal communication skills
- Valid Driver’s License and insured vehicle
Now Qualifications list:
- Previous Treasury / Cash Management experience
- Previous experience working with small-medium sized businesses or small business lending
- Training: Prior to starting a normal work schedule, new Royal team members must attend Foundation Training at our Corporate Center in Eau Claire, WI from 9:00am - 4:30pm on Monday and Tuesday during their first week of employment. Out of town learners will be reimbursed costs related to travel and lodging. Foundation Training covers fundamental information about Royal’s culture and core values which sets the stage for team members to be successful within our organization.
We could split training into separate bullet but it's okay as one.
Now Skills list: we need to avoid duplication but we can list some that are not already captured? Many are in Requirements. But we can still list them; duplication may be okay but better to avoid. Let's think: Skills could be: proficiency in Microsoft Office suite, strong knowledge of financial services and digital platforms, working knowledge of accounting, problem-solving, time management, organizational skills, written and verbal communication, ability to learn new technology, embraces change. That's basically same as Requirements but we can still include; it's not prohibited. However to reduce duplication, we could list only those not already in Requirements: maybe "Proficiency in Microsoft Word, Excel, Outlook; ability to learn new technology; strong knowledge of financial services and digital platforms; working knowledge of accounting; problem-solving
for prose. We need to ensure we don't repeat job title as heading. Not include Job ID. We'll output:
About the role
...
Responsibilities
- ... ...
Requirements
-
...
Qualifications
-
...
Skills
-
...
Benefits
-
...
Pay
$99,600 - $114,600 annually (candidates with significant related experience may be higher)
We should not include Schedule. Check for any duplicated lines: ensure we didn't repeat. Now craft the content precisely. About the role paragraph: combine intro sentences. "Team Members are at the core of who we are; living our core values of making a difference, doing the right thing, making it easy, being caring, being friendly, nice, and respectful, and taking ownership. Perhaps Royal is the change you’re looking for. Royal Credit Union is looking for caring, energetic team members who want to create a positive impact in the lives of our Members. Are you passionate about business lending and creating exceptional member experiences? Become a Business Banking Officer with Royal Credit Union servicing the Eau Claire, WI area! In this role, you’ll manage a diverse business portfolio, analyze loan applications, and build strong community relationships." That seems good. Now Responsibilities list: from "What You’ll Do:" bullet points. We'll write each as li. Responsibilities: - Responsible for serving the lending and deposit needs of business members with a primary focus on portfolio growth and retention. - Create an exceptional member experience while offering Royal's full suite of business loan and cash management products. - Develop and manage a business portfolio, analyze and evaluate loan applications and make appropriate recommendations regarding product offerings, loan structure, pricing and approval. - Build a strong referral network and spread awareness of Royal through participation in outside organizations, connecting with COI's, community leaders, Royal's branch network and other partners. Check grammar: The original: "Responsible for serving the lending and deposit needs of business members with a primary focus on portfolio growth and retention." Good. Second: "Create an exceptional member experience while offering Royal's full suite of business loan and cash management products." Third: "Develop and manage a business portfolio, analyze and evaluate loan applications and make appropriate recommendations regarding product offerings, loan structure, pricing and approval." Fourth: "Build a strong referral network and spread awareness of Royal through participation in outside organizations, connecting with COI's, community leaders, Royal's branch network and other partners." Now Requirements list: - Bachelor's Degree or the Equivalent in Experience in Finance, Accounting, Business, Economics or related field - Two (2) years of Business Lending experience or equivalent/related work experience - Involvement in our communities served via active participation in organizations which cater to small business owners - Readily learns new technology and uses Royal’s digital solutions on technology devices to meet job responsibilities - Demonstrate basic proficiency in Microsoft Word, Excel, and Outlook, social media and all other enterprise-wide software used at Royal to assist Members - Strong knowledge of financial services and financial digital platforms - Working knowledge of accounting to analyze spreadsheets and identify trends - Embraces change and sees the opportunities presented - Strong problem-solving, time management, and organizational skills - Strong written and verbal communication skills - Valid Driver’s License and insured vehicle Now Qualifications list: - Previous Treasury / Cash Management experience - Previous experience working with small-medium sized businesses or small business lending - Training: Prior to starting a normal work schedule, new Royal team members must attend Foundation Training at our Corporate Center in Eau Claire, WI from 9:00am - 4:30pm on Monday and Tuesday during their first week of employment. Out of town learners will be reimbursed costs related to travel and lodging. Foundation Training covers fundamental information about Royal’s culture and core values which sets the stage for team members to be successful within our organization. We could split training into separate bullet but it's okay as one. Now Skills list: we need to avoid duplication but we can list some that are not already captured? Many are in Requirements. But we can still list them; duplication may be okay but better to avoid. Let's think: Skills could be: proficiency in Microsoft Office suite, strong knowledge of financial services and digital platforms, working knowledge of accounting, problem-solving, time management, organizational skills, written and verbal communication, ability to learn new technology, embraces change. That's basically same as Requirements but we can still include; it's not prohibited. However to reduce duplication, we could list only those not already in Requirements: maybe "Proficiency in Microsoft Word, Excel, Outlook; ability to learn new technology; strong knowledge of financial services and digital platforms; working knowledge of accounting; problem-solving