Consumer Banker II (Union City)
First Financial Bank · Union City, IN · 1 mo ago
Finance$18–$20.67/hrFull-time
We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. Must not include Job ID etc. Must remove boilerplate like EEO, legal, etc. Must preserve all substantive info.
We need to parse the posting.
Let's extract content:
Intro: "We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply." This is generic fluff; could be part of About the role? Might be considered "About the role". But it's generic; but we need to preserve substantive info. It's not specific to role; but we can include as part of About the role.
Then: "Consumer Banker will work with existing FFB clients and prospect for new FFB clients to deepen client relationships by both booking business directly and by referring, as appropriate, to internal business partners such as Mortgage, Wealth, Small Business Banker Commercial, and Treasury Management." That's about role.
Then "Essential Functions/Responsibilities" heading. Then list of responsibilities.
Let's extract responsibilities bullet points:
- Perform necessary functions necessary to open accounts, perform maintenance.
- Run a Teller drawer as deemed necessary by management
- Support client engagement through active calling, client conversations, and follow up.
- Daily activities that align with The First Financial Bank Experience (FFB Experience), including but not limited to:
- Partner with appropriate internal constituencies to bring appropriate level of expertise to the client whether it is service or solution related
- Ensure client follow up calls are conducted in the proper time frame.
- Maintain all operational and risk management standards
- Other duties as assigned to assist clients transact business within the branch, drive-thru, by phone and email.
- Model the way for peers and coworkers aligned with First Financials Mission and Values.
- The CB is responsible for adherence to all compliance and regulatory procedures.
- Partner with the District Specialists to execute against retail strategies and objectives to attract, retain and grow core client relationships, fulfill client’s financial needs and provide a fIRST Class Client Experience.
- Function as client’s personal trusted advisor by adding value and building deep client relationships by utilizing the First Client Conversation Model.
- Participate and lead in the First Financial Bank Experience by being active in site center huddles and meetings to support sales and service activities.
- Consistently meet or exceed sales, service and referral goals as set by management, by effectively collaborating as a team, the District and with lines of business in an effort to assist clients meet their dedicated financial needs.
- Provide digital assistance and service for clients establishing or in need of support in utilizing the bank’s online offering.
- Stay informed and up to date on all bank products, processes and procedures and procedures; especially those that are most complex.
We need to format as
- .
Now "Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job" heading.
List:
- 3-4 years client service experience in a retail environment.
- 3-4 years sales and service experience with previous success in achieving sales and service goals in retail environment.
- High school diploma or general education degree (GED) is required.
- May obtain notary authorization
- Possesses a strong level of bank product knowledge and solid sales skills.
Then "Preferred Knowledge and Skills" heading.
- Associate’s or Bachelor’s degree is preferred and/or an equivalent combination of education and work experience in sales preferred.
Then "Level of Complexity and Scope" heading.
- Ability to serve a wide variety of client needs according to bank policy and procedures.
- Ability to lead teams as needed.
Then "Degree of Independence and Decision-Making" heading.
- Works with limited supervision.
- Follows established guidelines.
- Applies guidelines with proficiency.
- Collaborates with senior role or Supervisor.
- Uses subject-matter expertise to advise others.
Then "Required Supervisory Responsibilities" heading.
- Supports the management needs for the FCM
Then "Physical Requirements" heading.
- Occasionally lifts and carries up to 50 lbs.
- Frequently lifts and carries up to 10 lbs.
- Frequently sits, stands, walks and drives
Then "Compliance Statement" heading.
- The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.
Then "Development and Training" heading.
List of certifications:
- Client Conversation Workshop
- Transaction Processing & Regulatory Understanding
- Consumer Banking Certification: Business Management Tool
- Consumer Deposit Certification: Regulatory, Risk, Legal & Fraud
- Consumer Lending Certification: Loan Application and Communication
- Consumer Lending Certification: Regulatory, Risk, Legal & Fraud
- Consumer Deposit Certification: Estates, Trusts & Power of Attorneys
- Consumer Lending Certification: Understanding Credit Reporting, DTI, T-Chart
- Consumer Lending Certification: Understanding Underwriting & Processing
- Consumer Lending Certification: Understanding Tax Returns, Financial Statements & Schedules
Then "Pay Range $18.00- $20.67/hour"
Then "Benefits" heading.
- We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide.
- Incentive Eligibility All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.
Then after that there is EEO etc which we must remove.
Also there is mission/values statements etc which are boilerplate? Might be considered not specific to role; but they are part of company description. The instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. Mission/values might be considered boilerplate but not explicitly listed. However they are generic company statements; we might keep them if they are substantive? The instruction: "Prefer a few substantive sections over many thin ones." Might be better to omit mission/values as they are not specific to role. But they are not EEO/legal. However they are generic fluff. I'd lean to omit them to keep sections focused.
We need sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule.
We need to decide what goes where.
About the role: could include the introductory paragraph and the description of what Consumer Banker does.
Responsibilities: the Essential Functions/Responsibilities list.
Requirements: maybe Minimum Knowledge, Skills, and Abilities Needed (the required). Could also include Physical Requirements? But Physical Requirements could be separate but we don't have a section for that; we could fold into Requirements or Qualifications. Since we have Requirements and Qualifications separate, we can put required education/experience under Requirements, and preferred under Qualifications. Skills could be separate but we might combine.
Skills: maybe the product knowledge, sales skills, etc.
But we have many sections; we need to avoid thin sections. Perhaps combine Requirements and Qualifications into one? But instruction says use those headings if content exists. We have both required and preferred; we can put required under Requirements, preferred under Qualifications. Skills could be separate if we have distinct skill statements; we have "Possesses a strong level of bank product knowledge and solid sales skills." That's a skill. Also ability to lead teams, etc. Might be better to put under Skills.
But we also have Level of Complexity and Scope, Degree of Independence, etc. Those could be under Skills or Requirements. Might be better to put them under Skills.
We need to avoid creating sections with filler like "commensurate with experience". We have real content.
Pay: we have Pay Range.
Benefits: we have Benefits and Incentive Eligibility.
Schedule: not mentioned; we should not create Schedule section.
Thus sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay.
Now we need to ensure we don't repeat job title as heading. Not include.
Now produce HTML fragment.
We'll wrap each section in
heading then content. For lists, use
- .
For prose, use
. We need to preserve all substantive information; do not invent or summarize away detail. We must be careful not to lose any details. Let's draft. About the role: combine intro paragraph and description of role. Intro: "We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply." Role description: "Consumer Banker will work with existing FFB clients and prospect for new FFB clients to deepen client relationships by both booking business directly and by referring, as appropriate, to internal business partners such as Mortgage, Wealth, Small Business Banker Commercial, and Treasury Management." We can put both in a
. Responsibilities: heading
Responsibilities
then- with each responsibility as
- . We need to capture all responsibilities exactly as given, preserving punctuation. Let's list them: - Perform necessary functions necessary to open accounts, perform maintenance. - Run a Teller drawer as deemed necessary by management - Support client engagement through active calling, client conversations, and follow up. - Daily activities that align with The First Financial Bank Experience (FFB Experience), including but not limited to: - Partner with appropriate internal constituencies to bring appropriate level of expertise to the client whether it is service or solution related - Ensure client follow up calls are conducted in the proper time frame. - Maintain all operational and risk management standards - Other duties as assigned to assist clients transact business within the branch, drive-thru, by phone and email. - Model the way for peers and coworkers aligned with First Financials Mission and Values. - The CB is responsible for adherence to all compliance and regulatory procedures. - Partner with the District Specialists to execute against retail strategies and objectives to attract, retain and grow core client relationships, fulfill client’s financial needs and provide a fIRST Class Client Experience. - Function as client’s personal trusted advisor by adding value and building deep client relationships by utilizing the First Client Conversation Model. - Participate and lead in the First Financial Bank Experience by being active in site center huddles and meetings to support sales and service activities. - Consistently meet or exceed sales, service and referral goals as set by management, by effectively collaborating as a team, the District and with lines of business in an effort to assist clients meet their dedicated financial needs. - Provide digital assistance and service for clients establishing or in need of support in utilizing the bank’s online offering. - Stay informed and up to date on all bank products, processes and procedures and procedures; especially those that are most complex. Note there is a nested list under Daily activities. We could flatten: each bullet as separate
- . The instruction: use
- for any list of duties/requirements/benefits. So we can treat each bullet as a list item, even if they are sub-bullets. We'll just list all.
Thus we will have a single
- with many
- items.
Now Requirements: heading
Requirements
then- with required items:
- 3-4 years client service experience in a retail environment.
- 3-4 years sales and service experience with previous success in achieving sales and service goals in retail environment.
- High school diploma or general education degree (GED) is required.
- May obtain notary authorization
- Possesses a strong level of bank product knowledge and solid sales skills.
Note: "May obtain notary authorization" is a bit ambiguous; but we keep.
Now Qualifications: heading
Qualifications
then <
- items.
Now Requirements: heading
- for any list of duties/requirements/benefits. So we can treat each bullet as a list item, even if they are sub-bullets. We'll just list all.
Thus we will have a single
- .
For prose, use