Client Relationship Representative (Universal Banker)

We need to output HTML fragment with sections: headings

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Must not repeat job title. Must not include Job ID etc. Must remove boilerplate like EEO, navigation, cookie, legal, application instructions. Must preserve all substantive info. We need to parse the posting. Key sections: - About the role: The first paragraph: "First Merchants Bank is seeking a Customer Relationship Representative to join our team! This position will execute on individual and team sales and service metrics to help the banking center achieve the strategic and tactical goals of the company. Responsible for providing high quality customer service by accurately completing bank transactions and opening deposit accounts and processing loan applications while identifying and recommending products, services, and digital tools to meet the current and future financial needs of bank Clients. Deliver upon a meaningful customer service experience while exceeding personal production goals." That's about the role. - Responsibilities: The bullet list under "As Part Of This Role You Will" includes sections: Customer Experience and Relationship Management, Operational Excellence, Sales and Business Development, Team Collaboration and Leadership, Risk Management and Compliance. Those are subheadings but we need to output as

• for any list of duties/requirements/benefits. The instruction: Use
  • for any list of duties/requirements/benefits, and

    for prose. So we can treat each bullet as

  • . We can group under a heading

    Responsibilities

    then a
    with each duty as
    • . Should we include subheadings inside? Probably not; just list items. - Requirements/Qualifications: The line: "To be successful in this position, we require the following: High school diploma or equivalent (GED). A minimum of one (1) year of banking, sales, or related experience. At least six months of experience selling products or services. This position requires S.A.F.E Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). Employees hired or transferring into this position will need to meet the qualification requirements within three (3) months of hire. Ability to obtain Notary Public designation. Ability to multi-task in a fast-paced environment. In-depth knowledge of products/services offered by the bank (all lines of business)." That's qualifications. - Skills: "The Following Would Be a Plus Prior banking experience. Ability to sell and cross-sell bank products and services." Could be considered Skills or Preferred qualifications. We'll treat as Skills. - Benefits: "First Merchants Offers The Following Base Pay PLUS Bonuses Medical, Dental and Vision Insurance 401k Health Savings and Flexible Spending Accounts Vacation/Sick Time Paid Holidays Paid Parental Leave Tuition Reimbursement Additional Benefits". So we have benefits list. - Pay: "Base Pay PLUS Bonuses" is mentioned but not specific amount. The instruction: never create Pay/Schedule/Benefits sections unless the posting actually states them. It says "Base Pay PLUS Bonuses" which is a statement about pay but not a specific number. Is that considered stating pay? It says "Base Pay PLUS Bonuses". That is a statement about pay structure, albeit not a number. The rule: never create Pay/Schedule/Benefits sections unless the posting actually states them. It does state "Base Pay PLUS Bonuses". So we can include a Pay section with that statement. However we must avoid filler like "commensurate with experience", "not specified", "N/A", "varies", "TBD". "Base Pay PLUS Bonuses" is not filler; it's a statement. So we can include Pay. - Schedule: Not mentioned. So no Schedule section. - About the company: "A Little About Us First Merchants is guided by a genuine philosophy..." That's about the company. Could be a section "About the company" but not in the list of allowed headings. The allowed headings are About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we should not add extra headings. The "About Us" could be considered part of About the role? Probably not. But we could incorporate that prose into About the role section? The instruction: Use

      for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It says e.g., not exclusive list? It says use those for section headings. Likely we should only use those headings. So we should not add a heading for About Us. We could incorporate that prose into About the role as additional paragraph. That seems okay. - Also there is "Apply today to begin your career with us!" which is application instruction; we must remove. - Also there is "First Merchants Offers The Following Base Pay PLUS BonusesMedical, Dental and Vision Insurance401kHealth Savings and Flexible Spending AccountsVacation/Sick TimePaid HolidaysPaid Parental LeaveTuition ReimbursementAdditional Benefits". There's missing spaces; we need to parse correctly. We'll produce a benefits list. Now produce HTML fragment. Structure:

      About the role

      First Merchants Bank is seeking a Customer Relationship Representative to join our team! This position will execute on individual and team sales and service metrics to help the banking center achieve the strategic and tactical goals of the company. Responsible for providing high quality customer service by accurately completing bank transactions and opening deposit accounts and processing loan applications while identifying and recommending products, services, and digital tools to meet the current and future financial needs of bank Clients. Deliver upon a meaningful customer service experience while exceeding personal production goals. First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy. Our Vision Is To enhance the financial wellness of the diverse communities we serve. Our Mission Is To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders. Our Team "We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."

      But we need to ensure we didn't include fluff. The "A Little About Us" content is okay as prose. Now Responsibilities:

      Responsibilities

      • Deliver high-quality customer service by addressing a wide range of general banking needs in a fast-paced, relationship-focused banking center environment.
      • Proactively engage clients in meaningful conversations to understand current and future financial needs and recommend appropriate products, services, and digital solutions.
      • Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely resolution and a positive client experience.
      • Utilize customer feedback and service insights to strengthen client relationships, build loyalty, and create client advocates.
      • Maintain accurate client records and account information to support ongoing relationship management.
      • Accurately process everyday monetary transactions, including deposits, withdrawals, loan payments, check cashing, night deposits, cashier’s checks, money orders, and change orders.
      • Perform operational responsibilities as needed, including balancing cash, teller cash recyclers (TCR), vault, ATM, and branch transactions.
      • Process non-monetary client requests, such as stop payments, debit card orders, address changes, and check orders, in accordance with policy.
      • Support banking center operations by adhering to internal controls, completing daily security procedures, and ensuring compliance with policies and procedures.
      • Monitor and resolve deposit and loan exceptions in a timely manner and escalate issues as appropriate.
      • Actively lead and participate in sales and service activities to support individual, team, and banking center scorecard goals.
      • Effectively use guided conversations and relationship management tools to identify opportunities to deepen client relationships.
      • Open new consumer and business accounts and process loan applications for new and existing clients.
      • Utilize digital tools to educate clients and enroll them in electronic banking products and services during account opening and onboarding.
      • Engage in teleconsulting activities, including call blocks and call nights, to support achievement of sales goals.
      • Utilize CRM and sales tools to document, track, and manage client interactions and incentive plan activity.
      • Recognize and pursue new business opportunities, including making partner referrals for merchant services, treasury management, mortgages, and investments.
      • Actively participate in the sales management process, including daily huddles, weekly meetings, coaching sessions, and touch bases.
      • Provide guidance and support to associates related to operational procedures, service standards, and sales practices.
      • Assist the Banking Center Manager with administrative and operational activities, including audits, branch balancing, and efficiency initiatives.
      • Serve as a resource for associates regarding problem resolution and procedural questions.
      • High-performing Client Relationship Representatives may serve as a Banking Center Mentor.
      • Ensure compliance with all applicable regulations, policies, and reporting requirements, including but not limited to BSA, OFAC, CIP, EDD, and information security standards.
      • Complete required training and stay current on regulatory, operational, and product knowledge expectations.
      Now Requirements/Qualifications: Could be two sections: Requirements and Qualifications. But we have both headings allowed. We could put the required items under Requirements, and maybe the "Ability to obtain Notary Public designation" etc under Qualifications. However the instruction: Use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we can split. We need to decide what goes where. The posting says: "To be successful in this position, we require the following: High school diploma or equivalent (GED). A minimum of one (1) year of banking, sales, or related experience. At least six months of experience selling products or services. This position requires S.A.F.E Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). Employees hired or transferring into this position will need to meet the qualification requirements within three (3) months of hire. Ability to obtain Notary Public designation. Ability to multi-task in a fast-paced environment. In-depth knowledge of products/services offered by the bank (all lines of business)." That seems like Requirements. Then "The Following Would Be a Plus Prior banking experience. Ability to sell and cross-sell bank products and services." That could be Qualifications or Skills. We'll treat as Skills. Thus:

      Requirements

      • High school diploma or equivalent (GED)
      • Minimum of one (1) year of banking, sales, or related experience
      • At least six months of experience selling products or services
      • S.A.F.E Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS)
      • Ability to obtain Notary Public designation
      • Ability to multi-task in a fast-paced environment
      • In-depth knowledge of products/services offered by the bank (all lines of business)
      Note: The requirement about meeting qualification within three months of hire is part of SAFE Act registration? Actually it's: "Employees hired or transferring into this position will need to meet the qualification requirements within three (3) months of hire." That's a requirement too. We'll include as separate li. Thus add: "Meet qualification requirements within three (3) months of hire (for SAFE Act registration)". We'll phrase. Now Skills:

      Skills

      • Prior banking experience (plus)