Consumer Banker III (Dent)
for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule.
We must include sections only when posting has real specific content. The posting includes:
- Intro paragraph: "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 could be About the role.
- Then description of role: "The 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 also about role.
- Then "Essential Functions/Responsibilities" heading with bullet list (actually sentences). We'll treat as Responsibilities.
- Then "Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job" with list of requirements. That's Requirements/Qualifications.
- Then "Preferred Knowledge And Skills" with associate's or bachelor's degree etc. That's Skills/Qualifications.
- Then "Level of Complexity and Scope", "Degree of Independence and Decision-Making", "Required Supervisory Responsibilities", "Physical Requirements", "Compliance Statement", "Development and Training" (list of many certifications). Those could be part of Requirements or Qualifications.
- Then "Pay Scale $19.47 - $23.56/hr" => Pay section.
- Then "Benefits" paragraph.
- Also "Incentive Eligibility" etc but that's boilerplate? Might be considered benefits? It's about incentive eligibility. Could be part of Benefits? But we should not include boilerplate like EEO etc. The incentive eligibility is not boilerplate? It's a statement about incentive eligibility. Might be considered part of Benefits? But we can include as part of Benefits? However the instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. Incentive eligibility is not exactly EEO but could be considered policy. Might be okay to keep? It's not about benefits directly. Safer to omit.
We need to preserve all substantive information. So we need to include all the details: responsibilities list, minimum knowledge etc, preferred knowledge, level of complexity, degree of independence, supervisory responsibilities, physical requirements, compliance statement, development and training list, pay scale, benefits.
We need to format as sections with headings and - for lists,
for prose.
We need to decide which sections to create: About the role (intro), Responsibilities (Essential Functions/Responsibilities), Requirements (Minimum Knowledge, Skills, and Abilities Needed...), Qualifications (Preferred Knowledge And Skills maybe), Skills? Could combine.
But we should avoid too many thin sections. Perhaps combine Requirements and Qualifications into one "Requirements" section that includes both minimum and preferred. However the instruction: Prefer a few substantive sections over many thin ones. So we could have About the role, Responsibilities, Requirements (including minimum, preferred, complexity, independence, supervisory, physical, compliance, development/training), Benefits, Pay.
But we also have Pay separate.
We need to ensure we don't create sections with placeholder text like "commensurate with experience". Not present.
We need to preserve all substantive info: So we need to include all the bullet points.
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."
Role description: "The 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 could combine these two paragraphs into About the role.
Responsibilities: The list under "Essential Functions/Responsibilities". Let's extract each sentence as a bullet.
List:
- 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.
- Tracks, reports and communicates business results and activities to their FCM
- 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 duplication "processes and procedures and procedures". Keep as is.
Now Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job list:
- 3-4 years of experience in coaching and/or mentoring in a retail environment.
- 3-4 years of personal experience in sales and service with previous success in achieving sales and service goals in a retail environment.
- 3-4 years demonstrated prior success with achievement of performance goals.
- High school diploma or general education degree (GED) required.
- 4-5 years related experience and/or training; or equivalent combination of education and experience.
Preferred Knowledge And Skills:
- Associate’s or Bachelor’s degree and/or equivalent banking work experience preferred.
Level of Complexity and Scope:
- Ability to serve a wide variety of client needs according to bank policy and procedures.
- Ability to lead teams as needed.
- Ability to lead outside sales efforts.
Degree of Independence and Decision-Making:
- Works with limited supervision.
- Follows established guidelines.
- Applies guidelines with proficiency.
- Collaborates with senior role or Supervisor.
- Uses subject-matter expertise to advise others.
Required Supervisory Responsibilities:
- Supports the management needs for the FCM
- Supports the management needs of market leadership
Physical Requirements:
- Occasionally lifts and carries up to 50 lbs.
- Frequently lifts and carries up to 10 lbs.
- Frequently sits, stands, walks and drives
Compliance Statement:
- 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.
Development and Training list (many items). We'll need to list each as bullet.
List:
- Transaction Processing & Regulatory Understanding
- Client Conversation Workshop 1.0
- Client Conversation Workshop 2.0
- Consumer Banking Certification: Intro to Networking, COI and Community Development
- Consumer Banking Certification: Business Management Tool & Resources (FirstForce Training)
- 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
- Small Business
- Business Deposit Certification: treasury, Public Funds, IOLTA/IOTA, DACA
- Small Business Client Conversation
- Business Lending Certification: Intro Understanding Business Credit, Underwriting & Products
- WorkLife
- WorkLife Banking Certification: Prospecting new WorkLife Opportunities
- WorkLife Banking Certification: Facilitating WorkLife Presentations
- WorkLife Banking Certification: Business Management Tool (FirstForce to manage opportunities and relationships)
- Community Development
- Community Development Certification: Developing COI/relationships with Community Organizations
- Community Development Certification: Understanding Financial Literacy Programs
- Community Development Certification: Facilitating Financial Literacy
- Community Development Certification: Give First
Note some items seem odd like "Small Business" alone, "WorkLife" alone, "Community Development" alone. We'll keep as given.
Pay Scale: "$19.47 - $23.56/hr"
Benefits: "We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide."
Incentive Eligibility etc we may omit as boilerplate? It's not exactly EEO but it's policy. Might be considered part of Benefits? But it's about incentive eligibility. Could be included under Benefits? However the instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. Incentive eligibility is not exactly those categories. It's a statement about incentive eligibility. Might be considered part of Benefits? But we could include as a separate section? However we don't have a heading for Incentive eligibility in allowed headings list. Allowed headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we cannot create a heading for Incentive eligibility. We could fold it into Benefits as a paragraph. That seems acceptable: Benefits section can include description of benefits and incentive eligibility. We'll include that.
Now we need to output HTML fragment only.
Structure:
About the role
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. The 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.
Responsibilities
- 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
- for lists,
for prose. We need to decide which sections to create: About the role (intro), Responsibilities (Essential Functions/Responsibilities), Requirements (Minimum Knowledge, Skills, and Abilities Needed...), Qualifications (Preferred Knowledge And Skills maybe), Skills? Could combine. But we should avoid too many thin sections. Perhaps combine Requirements and Qualifications into one "Requirements" section that includes both minimum and preferred. However the instruction: Prefer a few substantive sections over many thin ones. So we could have About the role, Responsibilities, Requirements (including minimum, preferred, complexity, independence, supervisory, physical, compliance, development/training), Benefits, Pay. But we also have Pay separate. We need to ensure we don't create sections with placeholder text like "commensurate with experience". Not present. We need to preserve all substantive info: So we need to include all the bullet points. 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." Role description: "The 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 could combine these two paragraphs into About the role. Responsibilities: The list under "Essential Functions/Responsibilities". Let's extract each sentence as a bullet. List: - 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. - Tracks, reports and communicates business results and activities to their FCM - 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 duplication "processes and procedures and procedures". Keep as is. Now Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job list: - 3-4 years of experience in coaching and/or mentoring in a retail environment. - 3-4 years of personal experience in sales and service with previous success in achieving sales and service goals in a retail environment. - 3-4 years demonstrated prior success with achievement of performance goals. - High school diploma or general education degree (GED) required. - 4-5 years related experience and/or training; or equivalent combination of education and experience. Preferred Knowledge And Skills: - Associate’s or Bachelor’s degree and/or equivalent banking work experience preferred. Level of Complexity and Scope: - Ability to serve a wide variety of client needs according to bank policy and procedures. - Ability to lead teams as needed. - Ability to lead outside sales efforts. Degree of Independence and Decision-Making: - Works with limited supervision. - Follows established guidelines. - Applies guidelines with proficiency. - Collaborates with senior role or Supervisor. - Uses subject-matter expertise to advise others. Required Supervisory Responsibilities: - Supports the management needs for the FCM - Supports the management needs of market leadership Physical Requirements: - Occasionally lifts and carries up to 50 lbs. - Frequently lifts and carries up to 10 lbs. - Frequently sits, stands, walks and drives Compliance Statement: - 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. Development and Training list (many items). We'll need to list each as bullet. List: - Transaction Processing & Regulatory Understanding - Client Conversation Workshop 1.0 - Client Conversation Workshop 2.0 - Consumer Banking Certification: Intro to Networking, COI and Community Development - Consumer Banking Certification: Business Management Tool & Resources (FirstForce Training) - 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 - Small Business - Business Deposit Certification: treasury, Public Funds, IOLTA/IOTA, DACA - Small Business Client Conversation - Business Lending Certification: Intro Understanding Business Credit, Underwriting & Products - WorkLife - WorkLife Banking Certification: Prospecting new WorkLife Opportunities - WorkLife Banking Certification: Facilitating WorkLife Presentations - WorkLife Banking Certification: Business Management Tool (FirstForce to manage opportunities and relationships) - Community Development - Community Development Certification: Developing COI/relationships with Community Organizations - Community Development Certification: Understanding Financial Literacy Programs - Community Development Certification: Facilitating Financial Literacy - Community Development Certification: Give First Note some items seem odd like "Small Business" alone, "WorkLife" alone, "Community Development" alone. We'll keep as given. Pay Scale: "$19.47 - $23.56/hr" Benefits: "We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide." Incentive Eligibility etc we may omit as boilerplate? It's not exactly EEO but it's policy. Might be considered part of Benefits? But it's about incentive eligibility. Could be included under Benefits? However the instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. Incentive eligibility is not exactly those categories. It's a statement about incentive eligibility. Might be considered part of Benefits? But we could include as a separate section? However we don't have a heading for Incentive eligibility in allowed headings list. Allowed headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we cannot create a heading for Incentive eligibility. We could fold it into Benefits as a paragraph. That seems acceptable: Benefits section can include description of benefits and incentive eligibility. We'll include that. Now we need to output HTML fragment only. Structure:
About the role
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. The 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.
Responsibilities
- 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