Commercial Operations Partner I

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. No job title heading. No Job ID etc. Remove boilerplate: application instructions, EEO, etc. Keep substantive info. Let's parse the posting. First part: "The position is described below. If you want to apply, click the Apply Now button..." That's boilerplate, remove. "After you click Apply Now and complete your application, you'll be invited to create a profile..." Remove. "If you already have a profile..." Remove. "Need Help? If you have a disability..." Remove. "Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)" This is metadata; we can fold into a short

maybe. "Please review the following job description:" then description. We need sections: maybe "About the role" (summary), "Responsibilities" (list of duties), "Requirements" (required qualifications), "Qualifications" maybe includes preferred? Could combine. "Skills" maybe not separate. "Benefits" we have description of benefits. "Pay" not present. "Schedule" we have work shift: 1st shift (United States of America). That's schedule info. We must not create sections with placeholder like "not specified". So include Benefits and Schedule only if content present. Let's extract content. Job description paragraph: "Partner with Commercial Administration roles, Relationship Managers, Commercial Client Specialist Teams and Sales Leaders to drive operational effectiveness, ensure consistent execution per policy and procedures, mitigate operational risk and improve the client experience across assigned CCB teams." Then "Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time." Then list of duties (starting with "Provide oversight, guidance and decision making and support for operations functions..."). We need to capture all duties as list items. Let's extract bullet points: - Provide oversight, guidance and decision making and support for operations functions for an assigned specialty commercial teams, specified by Head of CCB Operations in the Commercial Community Bank (CCB), with significant emphasis on operational efficiency and effectiveness, security, risk management, compliance, and client experience. - Escalation point for commercial client experience issues, policy and procedure exceptions, client error resolution and disputes, fraud situations and problem management for assigned locations. - Support of operational escalations for, but not limited to, Deposits, Loans, BSA/AML, ACH, Wire, Remote Advisory, etc. - Formulate independent decisions to ensure the best resolution in a timely manner. - Understand current and proposed policies and procedures in order to effectively partner with CCB teammates to interpret and drive delivery and execution. - Identify opportunities in adherence, communicate and provide training as necessary. - Help detect operational changes and assist in delivering operational readiness to assigned teams. - Oversee and ensure execution of established operations routines and cadences, focusing on mitigating operational risk in business execution. - Consult and partner with leadership to manage the execution of identified opportunities in daily operations and the overall execution of operational strategies while mitigating risk and improving client experience. - Accountable for direct operational performance of assigned teams. - Serve as initial point of escalation for security and incident response for assigned teams; responsible for effectively communicating and engaging others as necessary. - Execute and participate in operational projects and ensure effective implementation with other lines of businesses and key partners such as Operations, BURM, Compliance, Treasury and Deposit Operations, Technology, Financial Crimes, Fraud, etc. That's a list. Now Required Qualifications: - 5-7 years of banking experience, or equivalent education and related training or experience - Strong interpersonal, verbal and written communication skills, as well as the ability to successfully interact with influence teammates (typo: "interact with influence teammates" maybe "interact with and influence teammates") - Associates degree in a relevant field of work or an equivalent combination of education and work related experience. - Good organization skills, attention to detail and ability to quickly comprehend and teach operational policies and procedures - Demonstrated proficiency in basic computer applications such as Microsoft Office software products. Preferred Qualifications: - 2-3 years of branch or department operational experience - Working knowledge of commercial banking operational processes Now Benefits: "General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work." We should keep that as prose under Benefits heading. Schedule: "Work Shift: 1st shift (United States of America)" plus maybe "Regular or Temporary: Regular". So schedule: Regular, 1st shift. We can put schedule as a short paragraph. Language Fluency: English (Required) could be under Requirements or Skills. Could be part of Requirements. We need to avoid repeating job title. No headings for metadata. We need to output only HTML fragment. Structure:

Regular or Temporary: Regular. Language Fluency: English (Required). Work Shift: 1st shift (United States of America).

Then sections:

About the role

Partner with Commercial Administration roles, Relationship Managers, Commercial Client Specialist Teams and Sales Leaders to drive operational effectiveness, ensure consistent execution per policy and procedures, mitigate operational risk and improve the client experience across assigned CCB teams.

Maybe also include the sentence about essential functions summary? Could be part of About the role. But we could also put that as part of Responsibilities intro. Better: About the role: short description. Responsibilities:

• ... each duty

Requirements: maybe combine Required Qualifications and Language Fluency. We could have

Requirements

with

for required qualifications plus language fluency. Preferred qualifications could be under

Preferred Qualifications

but we only have headings list: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. The instruction says use those headings for sections. It doesn't forbid other headings? It says use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should stick to those headings. We can map content to those. Thus we need sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. But we should only include sections that have real specific content. We have content for About the role, Responsibilities, Requirements (required qualifications), Qualifications (maybe preferred qualifications?), Skills (maybe language fluency/computer proficiency?), Benefits, Schedule. Pay not present, so omit. We need to decide mapping. Option: Requirements = Required Qualifications. Qualifications = Preferred Qualifications. Skills = language fluency, interpersonal skills, computer proficiency? But those are already in requirements. Could combine. Better: Use Requirements for required qualifications, Qualifications for preferred qualifications, Skills for language fluency and computer skills? But we might duplicate. Given instruction: "Prefer a few substantive sections over many thin ones." So maybe we combine required and preferred into Requirements, and Skills maybe not needed. But we need to follow headings list but can omit sections if no content. Thus we could have: - About the role - Responsibilities - Requirements (includes required and preferred qualifications, language fluency, computer skills) - Benefits - Schedule That seems reasonable. We must not repeat job title. Now produce HTML. Let's craft.

Regular or Temporary: Regular. Language Fluency: English (Required). Work Shift: 1st shift (United States of America).

About the role

Partner with Commercial Administration roles, Relationship Managers, Commercial Client Specialist Teams and Sales Leaders to drive operational effectiveness, ensure consistent execution per policy and procedures, mitigate operational risk and improve the client experience across assigned CCB teams.

Responsibilities

• Provide oversight, guidance and decision making and support for operations functions for an assigned specialty commercial teams, specified by Head of CCB Operations in the Commercial Community Bank (CCB), with significant emphasis on operational efficiency and effectiveness, security, risk management, compliance, and client experience.
• Escalation point for commercial client experience issues, policy and procedure exceptions, client error resolution and disputes, fraud situations and problem management for assigned locations.
• Support of operational escalations for, but not limited to, Deposits, Loans, BSA/AML, ACH, Wire, Remote Advisory, etc.
• Formulate independent decisions to ensure the best resolution in a timely manner.
• Understand current and proposed policies and procedures in order to effectively partner with CCB teammates to interpret and drive delivery and execution.
• Identify opportunities in adherence, communicate and provide training as necessary.
• Help detect operational changes and assist in delivering operational readiness to assigned teams.
• Oversee and ensure execution of established operations routines and cadences, focusing on mitigating operational risk in business execution.
• Consult and partner with leadership to manage the execution of identified opportunities in daily operations and the overall execution of operational strategies while mitigating risk and improving client experience.
• Accountable for direct operational performance of assigned teams.
• Serve as initial point of escalation for security and incident response for assigned teams; responsible for effectively communicating and engaging others as necessary.
• Execute and participate in operational projects and ensure effective implementation with other lines of businesses and key partners such as Operations, BURM, Compliance, Treasury and Deposit Operations, Technology, Financial Crimes, Fraud, etc.

Requirements

• 5-7 years of banking experience, or equivalent education and related training or experience
• Strong interpersonal, verbal and written communication skills, as well as the ability to successfully interact with and influence teammates
• Associates degree in a relevant field of work or an equivalent combination of education and work related experience
• Good organization skills, attention to detail and ability to quickly comprehend and teach operational policies and procedures
• Demonstrated proficiency in basic computer applications such as Microsoft Office software products
• 2-3 years of branch or department operational experience (preferred)
• Working knowledge of commercial banking operational processes (preferred)

Benefits

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during