Business Services Specialist

We need to output HTML fragment with sections: About the role? The posting includes "Brief Description" with primary function etc. We need headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections with real specific content. We need to parse the posting. Brief Description PRIMARY FUNCTION: ... This is description of role. Could be "About the role". We'll put that in

About the role

then

with the description. Then "ESSENTIAL DUTIES AND RESPONSIBILITIES:" list of duties. We'll put

Responsibilities

then

• each duty. Then "SUPERVISORY RESPONSIBILITIES: No requirement." Not needed. Then "PERFORMANCE STANDARDS:" maybe part of Requirements? Could be part of Requirements. But we have separate sections: Requirements, Qualifications, Skills. The posting has "Requirements QUALIFICATION REQUIREMENTS:" then subparts: EDUCATION AND/OR EXPERIENCE, LANGUAGE SKILLS, MATHEMATICAL SKILLS, REASONING ABILITY, OTHER SKILLS and ABILITIES, PHYSICAL DEMANDS, MENTAL DEMANDS, WORK ENVIRONMENT, REGULATORY COMPLIANCE & CONFIDENITALLY. We need to map to sections: Requirements (maybe general), Qualifications (education/experience), Skills (language, math, reasoning, other skills). Benefits, Pay, Schedule: none present, so omit. We must not repeat job title. No metadata like Job ID. We need to preserve all substantive info, not invent. We'll create sections:

  About the role

  ... (the primary function paragraph). Could include multiple sentences.

  Responsibilities

  list each duty from ESSENTIAL DUTIES AND RESPONSIBILITIES. We need to extract each duty bullet. The paragraph is long with sentences separated by periods. We'll split into logical duties. Let's list them: - Maintain an expert-level knowledge of Notre Dame FCU’s commercial deposit account options, treasury management offerings, commercial loans and other services. This will require you to accurately present interest rates and terms to our deposit and loan products. - Determine business members’ financial needs, requirements, and expectations to recommend appropriate products and services. This will be done through conversations with business member as well as reviewing their bank statements from their current financial institution. - Effectively generate new and repeat sales by providing accurate commercial product and technical information in a professional manner. - Assists with SEG Development, business on-site events and sign ups, and actively reaches out in the community to continue to build relationships and make connections. - Ensures timely follow-up communication with members following sales to make certain ongoing member satisfaction is tracked and improved and to assist in resolving any complaints. This will require correspondence via phone, in person, email or other written communication while maintaining our standard of excellence when it comes to member service. - Proactively cross sell products and services on every member interaction by counseling members with regards to deposit products and other non-lending services. Determine how their business needs may have changed and how our new or existing services might help them. This will assist in growing our consumer and commercial loan and deposit portfolios. - Support Chief Partnership Officer, Market Presidents, Regional Directors, Business Development Representatives and our Commercial Credit Team in opening new business account memberships and setting up appropriate Treasury services with business. - Provides referrals to other departments including but not limited to, the Commercial Team, Mortgage Department, Mission Insurance, Mission Investment Group, and Mission Trust. - Contact new and existing members about products and services identified through specific marketing campaigns. - Assist and train our Business Members on the use of SpendTrack, Positive Pay, BizWatch ACH, Online Banking navigation, BillPay, and ACH Origination. - The ability to travel to and around Notre Dame FCU's current and expanding markets is required. We'll put each as
  • . Now Requirements section: maybe include PERFORMANCE STANDARDS? But we have separate "Requirements" heading. The posting has "Requirements QUALIFICATION REQUIREMENTS:" then subparts. We could treat "Requirements" as general, but we also have "Qualifications" and "Skills". To avoid duplication, we can map: - Requirements: maybe include PERFORMANCE STANDARDS? Actually "PERFORMANCE STANDARDS:" appears after SUPERVISORY RESPONSIBILITIES. It says: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. This position will require the knowledge to effectively process all consumer loan applications and analyzes loan products to attain the lending goals and objectives of the Credit Union. A professional appearance and attitude are required. In addition, such persons must be able to generate applications and process loans in a timely manner. That could go under Requirements. Then Qualifications: EDUCATION AND/OR EXPERIENCE, LANGUAGE SKILLS, MATHEMATICAL SKILLS, REASONING ABILITY, OTHER SKILLS and ABILITIES? Actually OTHER SKILLS and ABILITIES is more skills. But we have separate Skills section. We could put:

    Requirements

    Performance standards paragraph.

    Qualifications

    list education/experience, NMLS requirement, etc.

    Skills

    list language skills, mathematical skills, reasoning ability, other skills and abilities (software, equipment, interpersonal, etc.) We must not create sections with placeholder text. Ensure we have real content. Let's extract details: From "QUALIFICATION REQUIREMENTS:" after that: - Individual will either need to transfer or obtain a Nationwide Mortgage Licensing System & Registry (NMLS) number to comply with lending guidelines and regulations with respect to NDFCU home equity products and commercial mortgages. - EDUCATION AND/OR EXPERIENCE: Bachelor’s degree preferred; however, an extensive financial institution background may be substituted. - LANGUAGE SKILLS: Qualified individuals must be able to read and interpret documents such as credit bureau reports, debt to income ratio reports, technical procedures, government regulations, as well as policy and procedure manuals. The ability to write routine reports and correspondence is required, along with the ability to speak effectively with borrowers and other partners of the organization. - MATHEMATICAL SKILLS: A qualified person must be able to solve practical problems and to deal with a variety of concrete variables in situations where only limited standardization exits. This position requires the ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. In addition, this person must be able to compute rates, ratios and percent’s, to draw and interpret bar graphs, and to interpret a variety of instructions furnished in written, oral, or diagrams. - REASONING ABILITY: A qualified person must be able to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written form, including but not limited to government regulations. - OTHER SKILLS and ABILITIES: This position will require the use of credit union's computer system for input/output transactions. Such use includes, but not limited to, retrieval of information, printing out individual statements of account, inputting data, updating information, special access to certain fields, and general maintenance of the credit/lending financial and ancillary records. In addition, this person must be able to utilize a variety of software programs such as Excel, Word, and Outlook. A qualified individual will also need the ability to utilize on-screen loan processing provided by the credit union's core processing or by a stand-alone Personal Computer system tied to the core system as well as other ancillary software programs. Also, the ability to operate standard office machines such as a photocopier; fax machine, personal computer and any such equipment normally found in a modern loan department of a bank or credit union. Must have the ability to persuade and influence others as well as having strong interpersonal and communication skills. Excellent telephone sales personality skills necessary. Ability to work in a fast- paced, self-directed environment needed. Build trust, value others, communicate effectively, drive execution, foster innovation, focus on the member, collaborate with others, solve problems creatively, be assertive, manage time effectively, and demonstrate high integrity are all required. Then PHYSICAL DEMANDS, MENTAL DEMANDS, WORK ENVIRONMENT, REGULATORY COMPLIANCE & CONFIDENITALLY. These could be considered part of Requirements or maybe separate but we have no specific headings for them. Could include under Requirements as additional bullets? But we must not create sections with filler. We could include them under Requirements as a list. But we need to decide: The instruction says prefer a few substantive sections over many thin ones. So we could combine all these under Requirements or Qualifications/Skills. We already have Requirements (performance standards). Qualifications (education, NMLS). Skills (language, math, reasoning, other skills). The physical demands, mental demands, work environment, regulatory compliance could be added to Requirements as extra bullets. Let's extract those: PHYSICAL DEMANDS: While performing the duties of this job, the partner is regularly required to use hands to finger, handle or feel objects, tools, or controls and talk or hear. The partner frequently is required to walk and sit. The partner is occasionally required to stand, reach with hands and arms and stoop, kneel, crouch or crawl. The partner must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision, peripheral vision, and the ability to adjust focus. MENTAL DEMANDS: The partner is frequently required to use alertness, precision, resourcefulness, problem solving, numeric, persuasiveness, auditory perception, memory, creativity, concentration, judgment, writing ability, reading ability, reasoning, imagination, initiative, patience, visual perception, comparing and analyzing. WORK ENVIRONMENT: The noise level in the work environment is usually moderate. REGULATORY COMPLIANCE & CONFIDENITALLY: Follows regulatory and policy compliance requirements, which would include those efforts in compliance with Bank Secrecy Act (BSA), Office of Foreign Asset Control (OFAC) and Anti-Money Laundering (AML) Regulations, and other compliance related Policies. Also, this position requires maintaining confidentiality with regard to non-public information about our members. We can add these as bullet points under Requirements (or maybe a separate section but we want few sections). Let's add them under Requirements as a list. Thus Requirements section will have: - Performance standards paragraph (maybe as

    ) - Then a

    with physical demands, mental demands, work environment, regulatory compliance. But we need to avoid too thin sections. It's okay. Now we need to output only HTML fragment. Let's craft:

    About the role

    This position actively services the commercial/financial needs of the members of Notre Dame Federal Credit Union and seeks out opportunities to meet their commercial account and business borrowing needs. This position will initiate outbound calls to strengthen relationships with business members and increase our overall commercial share in the market. This position will actively seek referrals and follow up on new leads while identifying sales prospects. This position will actively contribute to the achievement of service goals to meet both professional and business goals while achieving member satisfaction, revenue generation, and establishing long-term member relationships.

    Responsibilities

    • Maintain an expert-level knowledge of Notre Dame FCU’s commercial deposit account options, treasury management offerings, commercial loans and other services. This will require you to accurately present interest rates and terms to our deposit and loan products.
    • Determine business members’ financial needs, requirements, and expectations to recommend appropriate products and services. This will be done through conversations with business member as well as