Financial Relationship Advisor- Clays Mill
for section headings (e.g., About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Use - for any list of duties/requirements/benefits, and
for prose. Do NOT repeat the job title as a heading. Do NOT put Job ID/requisition numbers as headings — fold minor metadata into a short
or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g., "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones.
We need to parse the job posting.
Content:
- Home Position: Financial Relationship Advisor- Clays Mill
- Location: Lexington, KY
- Remote Status: On-Site
- Job Id: 409
- # of Openings: 1
Then "Role" paragraph: "By emphasizing ONE Park, ONE Mission, One Team, the Financial Relationship Advisor I is responsible for supporting both current and potential members with their credit union needs. This includes explaining services, setting up new accounts, resolving issues, and directing members to the appropriate team members when necessary. The role focuses on building lasting relationships with members, advocating for their lifelong financial needs, and helping them achieve financial wellness through personalized advice and solutions. The Financial Relationship Advisor also processes teller transactions, opens and closes accounts, assists with lending needs, and ensures compliance with credit union policies and procedures."
Then "Essential Functions & Responsibilities" list: many bullet-like sentences separated by periods. We need to turn them into
- items.
Then "Performance Measurements": a paragraph with bullet-like statements? Actually it's a list of statements: "To be an ambassador of Park's culture supporting the credit union's mission to build thriving communities together ensuring words and actions align with the Park VIBE that defines our Core Values: Vibrant Connections Inclusive Excellence Bold Compassion Endless Empowerment To provide friendly, professional and accurate service and support to all members and coworkers. To identify members' needs, recommend products, and process requests with a minimal number of errors. To develop and improve knowledge and skills in Financial Services area. To follow the credit union’s Bank Secrecy Act and anti-money laundering policies and procedures, including running OFAC searches, completing investigative reports of suspicious activity and currency transaction reports timely and without error. To maintain a professional work environment, promote teamwork, build respect among coworkers and present a businesslike appearance. To follow all security policies and procedures and report discrepancies or suspicious activity to manager immediately."
These are statements each starting with "To". Could be considered list items.
Then "Knowledge And Skills": includes Experience, Education, Interpersonal Skills, Other Skills, Physical Requirements? Actually after Knowledge And Skills there is "Experience: One year to three years of similar or related experience. Education : A high school education or GED. Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication. Other Skills: Must be service oriented and member-focused. Detail oriented, organized, and resourceful. Must possess a learner mindset and be adaptable to change. Demonstrated ability to problem solve and be a critical thinker that is solution-focused. Previous cash-handling experience in a financial institution is preferred. Computer proficiency with MS Office, including Word, Excel and PowerPoint, Internet, and Email; tech savvy with strong keyboard and computer skills."
Then "Physical Requirements WORK ENVIRONMENT ..." and "PHYSICAL DEMANDS ..." This is physical requirements.
Then "Company Description": paragraph about Park Community.
Then "PARK COMMUNITY CREDIT UNION IS AN EQUAL OPPORTUNITY EMPLOYER/VETERANS/DISABLED" (EEO boilerplate, remove).
Then "Pay Range: $23.66 - $24.39 per hour"
Then "Apply for this Position Apply with Indeed Go back to the job list powered by Park Community Credit Union" (application instructions, remove).
We need to decide sections.
We have:
- About the role (maybe the initial Role paragraph)
- Responsibilities (Essential Functions & Responsibilities)
- Performance Measurements (maybe could be considered "Performance Expectations" but not a standard heading; we could put under Responsibilities? But we have a separate section for Performance Measurements; we could treat as "Performance Expectations" but not in list of allowed headings. Allowed headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We should map content to these.
We have:
- About the role: the Role paragraph.
- Responsibilities: Essential Functions & Responsibilities list.
- Requirements/Qualifications: Knowledge And Skills section includes Experience, Education, Interpersonal Skills, Other Skills. Could be split into Requirements (experience, education) and Qualifications (skills). But we can combine into one section "Requirements" or "Qualifications". The rules say we can use headings like Requirements, Qualifications, Skills. We need to decide.
We have also Skills: maybe we can put Interpersonal Skills, Other Skills under Skills.
We have Physical Requirements: could be part of Requirements? Might be separate but we don't have a heading for Physical Requirements; we could include under Requirements.
We have Company Description: maybe not needed as a heading; could be included in About the role? But it's separate. Could be placed under About the role as additional prose.
We have Pay Range: we have Pay section allowed. So we should create a Pay section with the pay range.
We have no Schedule or Benefits info; do not create those sections.
Thus sections: About the role, Responsibilities, Requirements (or Qualifications), Skills, Pay.
We need to avoid filler headings. Ensure each section has substantive content.
Let's extract content precisely.
About the role: The paragraph after "Role". It says:
"By emphasizing ONE Park, ONE Mission, One Team, the Financial Relationship Advisor I is responsible for supporting both current and potential members with their credit union needs. This includes explaining services, setting up new accounts, resolving issues, and directing members to the appropriate team members when necessary. The role focuses on building lasting relationships with members, advocating for their lifelong financial needs, and helping them achieve financial wellness through personalized advice and solutions. The Financial Relationship Advisor also processes teller transactions, opens and closes accounts, assists with lending needs, and ensures compliance with credit union policies and procedures."
We'll put that in
.
Responsibilities: The list under "Essential Functions & Responsibilities". Let's extract each sentence (they are separated by periods but some are long). We'll split by period after each action.
List:
- greet all visitors in a friendly, sincere manner and assist members professionally.
- act as an advocate for members in the branch and on the phone.
- build relationships with members, identify opportunities to assist, and offer sound advice and solutions to members in efforts to help them achieve financial wellness.
- develop and maintain strong member relationships through proactive follow up and actively identify members’ needs to recommend appropriate products, services, and solutions.
- assist members with navigating and adopting existing and new digital technology.
- establish and maintain strong, positive, and productive working relationships with internal and external members.
- actively collaborate with partners in other lines of business to provide solutions to meet members’ financial needs and goals.
- maintain knowledge of current Credit Union financial products and services; utilize the knowledge to advise and recommend Credit Union products and services to meet member’s financial needs.
- process teller transactions and open and close accounts, including general membership, custodial, etc.
- perform account maintenance, maintain and update records.
- assist the member with their lending needs, to include educating and recommending lending products/services, submitting consumer loan applications, collecting documentation, closing loans, and performing loan maintenance.
- focus on accuracy in all areas, ensuring errors/corrections are minimal.
- maintain knowledge of and demonstrate adherence to all credit union policies, procedures, and regulations.
- keep manager informed of any issues that may arise.
- while acting as a liaison between members and departments, work to resolve problems within your authority. Escalate issues beyond your authority while keeping management informed on key issues.
- achieve individual goals and contribute to branch and organizational objectives.
- performs other duties as assigned.
We'll put each as
- .
Performance Measurements: Could be considered part of Responsibilities or maybe we could create a section "Performance Expectations" but not allowed. Could incorporate into Responsibilities as additional bullet points? But they are about performance expectations, not duties. However we could include them under Responsibilities as they are still expectations. But the instruction: Prefer a few substantive sections over many thin ones. We could merge Performance Measurements into Responsibilities as additional bullet points. However they are not exactly responsibilities but performance metrics. Might be okay to include under Responsibilities as they are still expectations. But we need to preserve all substantive information; we can include them as
- under Responsibilities as well.
Alternatively we could create a section "Requirements" for experience/education, and "Skills" for interpersonal/other skills, and maybe "Physical Requirements" could be part of Requirements.
Let's decide:
Section headings:
-
About the role
- Responsibilities
- Requirements
- Skills
- Pay
Now fill content.
About the role: paragraph as above.
Responsibilities: combine Essential Functions & Responsibilities + Performance Measurements bullets.
We need to list all bullets from Essential Functions & Responsibilities and also the Performance Measurements statements.
Performance Measurements statements:
- To be an ambassador of Park's culture supporting the credit union's mission to build thriving communities together ensuring words and actions align with the Park VIBE that defines our Core Values: Vibrant Connections Inclusive Excellence Bold Compassion Endless Empowerment
- To provide friendly, professional and accurate service and support to all members and coworkers.
- To identify members' needs, recommend products, and process requests with a minimal number of errors.
- To develop and improve knowledge and skills in Financial Services area.
- To follow the credit union’s Bank Secrecy Act and anti-money laundering policies and procedures, including running OFAC searches, completing investigative reports of suspicious activity and currency transaction reports timely and without error.
- To maintain a professional work environment, promote teamwork, build respect among coworkers and present a businesslike appearance.
- To follow all security policies and procedures and report discrepancies or suspicious activity to manager immediately.
We'll add these as - items.
Now Requirements: includes Experience, Education, maybe Physical Requirements? Let's include Experience and Education.
Experience: One year to three years of similar or related experience.
Education: A high school education or GED.
Also Physical Requirements: we could include under Requirements as a subsection? But we don't have heading for Physical Requirements; we could include as a
under Requirements.
Physical Requirements description: The work environment characteristics... etc. That's a bit long. We'll include as a
under Requirements.
But we need to ensure we don't create filler headings. So Requirements will have multiple paragraphs: experience, education, physical requirements.
Now Skills: Interpersonal Skills and Other Skills.
Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Other Skills: Must be service oriented and member-focused. Detail oriented, organized, and resourceful. Must possess a learner mindset and be adaptable to change. Demonstrated ability to problem solve
for prose. Do NOT repeat the job title as a heading. Do NOT put Job ID/requisition numbers as headings — fold minor metadata into a short
or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g., "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones. We need to parse the job posting. Content: - Home Position: Financial Relationship Advisor- Clays Mill - Location: Lexington, KY - Remote Status: On-Site - Job Id: 409 - # of Openings: 1 Then "Role" paragraph: "By emphasizing ONE Park, ONE Mission, One Team, the Financial Relationship Advisor I is responsible for supporting both current and potential members with their credit union needs. This includes explaining services, setting up new accounts, resolving issues, and directing members to the appropriate team members when necessary. The role focuses on building lasting relationships with members, advocating for their lifelong financial needs, and helping them achieve financial wellness through personalized advice and solutions. The Financial Relationship Advisor also processes teller transactions, opens and closes accounts, assists with lending needs, and ensures compliance with credit union policies and procedures." Then "Essential Functions & Responsibilities" list: many bullet-like sentences separated by periods. We need to turn them into
- items.
Then "Performance Measurements": a paragraph with bullet-like statements? Actually it's a list of statements: "To be an ambassador of Park's culture supporting the credit union's mission to build thriving communities together ensuring words and actions align with the Park VIBE that defines our Core Values: Vibrant Connections Inclusive Excellence Bold Compassion Endless Empowerment To provide friendly, professional and accurate service and support to all members and coworkers. To identify members' needs, recommend products, and process requests with a minimal number of errors. To develop and improve knowledge and skills in Financial Services area. To follow the credit union’s Bank Secrecy Act and anti-money laundering policies and procedures, including running OFAC searches, completing investigative reports of suspicious activity and currency transaction reports timely and without error. To maintain a professional work environment, promote teamwork, build respect among coworkers and present a businesslike appearance. To follow all security policies and procedures and report discrepancies or suspicious activity to manager immediately."
These are statements each starting with "To". Could be considered list items.
Then "Knowledge And Skills": includes Experience, Education, Interpersonal Skills, Other Skills, Physical Requirements? Actually after Knowledge And Skills there is "Experience: One year to three years of similar or related experience. Education : A high school education or GED. Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication. Other Skills: Must be service oriented and member-focused. Detail oriented, organized, and resourceful. Must possess a learner mindset and be adaptable to change. Demonstrated ability to problem solve and be a critical thinker that is solution-focused. Previous cash-handling experience in a financial institution is preferred. Computer proficiency with MS Office, including Word, Excel and PowerPoint, Internet, and Email; tech savvy with strong keyboard and computer skills."
Then "Physical Requirements WORK ENVIRONMENT ..." and "PHYSICAL DEMANDS ..." This is physical requirements.
Then "Company Description": paragraph about Park Community.
Then "PARK COMMUNITY CREDIT UNION IS AN EQUAL OPPORTUNITY EMPLOYER/VETERANS/DISABLED" (EEO boilerplate, remove).
Then "Pay Range: $23.66 - $24.39 per hour"
Then "Apply for this Position Apply with Indeed Go back to the job list powered by Park Community Credit Union" (application instructions, remove).
We need to decide sections.
We have:
- About the role (maybe the initial Role paragraph)
- Responsibilities (Essential Functions & Responsibilities)
- Performance Measurements (maybe could be considered "Performance Expectations" but not a standard heading; we could put under Responsibilities? But we have a separate section for Performance Measurements; we could treat as "Performance Expectations" but not in list of allowed headings. Allowed headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We should map content to these.
We have:
- About the role: the Role paragraph.
- Responsibilities: Essential Functions & Responsibilities list.
- Requirements/Qualifications: Knowledge And Skills section includes Experience, Education, Interpersonal Skills, Other Skills. Could be split into Requirements (experience, education) and Qualifications (skills). But we can combine into one section "Requirements" or "Qualifications". The rules say we can use headings like Requirements, Qualifications, Skills. We need to decide.
We have also Skills: maybe we can put Interpersonal Skills, Other Skills under Skills.
We have Physical Requirements: could be part of Requirements? Might be separate but we don't have a heading for Physical Requirements; we could include under Requirements.
We have Company Description: maybe not needed as a heading; could be included in About the role? But it's separate. Could be placed under About the role as additional prose.
We have Pay Range: we have Pay section allowed. So we should create a Pay section with the pay range.
We have no Schedule or Benefits info; do not create those sections.
Thus sections: About the role, Responsibilities, Requirements (or Qualifications), Skills, Pay.
We need to avoid filler headings. Ensure each section has substantive content.
Let's extract content precisely.
About the role: The paragraph after "Role". It says:
"By emphasizing ONE Park, ONE Mission, One Team, the Financial Relationship Advisor I is responsible for supporting both current and potential members with their credit union needs. This includes explaining services, setting up new accounts, resolving issues, and directing members to the appropriate team members when necessary. The role focuses on building lasting relationships with members, advocating for their lifelong financial needs, and helping them achieve financial wellness through personalized advice and solutions. The Financial Relationship Advisor also processes teller transactions, opens and closes accounts, assists with lending needs, and ensures compliance with credit union policies and procedures."
We'll put that in
. Responsibilities: The list under "Essential Functions & Responsibilities". Let's extract each sentence (they are separated by periods but some are long). We'll split by period after each action. List: - greet all visitors in a friendly, sincere manner and assist members professionally. - act as an advocate for members in the branch and on the phone. - build relationships with members, identify opportunities to assist, and offer sound advice and solutions to members in efforts to help them achieve financial wellness. - develop and maintain strong member relationships through proactive follow up and actively identify members’ needs to recommend appropriate products, services, and solutions. - assist members with navigating and adopting existing and new digital technology. - establish and maintain strong, positive, and productive working relationships with internal and external members. - actively collaborate with partners in other lines of business to provide solutions to meet members’ financial needs and goals. - maintain knowledge of current Credit Union financial products and services; utilize the knowledge to advise and recommend Credit Union products and services to meet member’s financial needs. - process teller transactions and open and close accounts, including general membership, custodial, etc. - perform account maintenance, maintain and update records. - assist the member with their lending needs, to include educating and recommending lending products/services, submitting consumer loan applications, collecting documentation, closing loans, and performing loan maintenance. - focus on accuracy in all areas, ensuring errors/corrections are minimal. - maintain knowledge of and demonstrate adherence to all credit union policies, procedures, and regulations. - keep manager informed of any issues that may arise. - while acting as a liaison between members and departments, work to resolve problems within your authority. Escalate issues beyond your authority while keeping management informed on key issues. - achieve individual goals and contribute to branch and organizational objectives. - performs other duties as assigned. We'll put each as
- . Performance Measurements: Could be considered part of Responsibilities or maybe we could create a section "Performance Expectations" but not allowed. Could incorporate into Responsibilities as additional bullet points? But they are about performance expectations, not duties. However we could include them under Responsibilities as they are still expectations. But the instruction: Prefer a few substantive sections over many thin ones. We could merge Performance Measurements into Responsibilities as additional bullet points. However they are not exactly responsibilities but performance metrics. Might be okay to include under Responsibilities as they are still expectations. But we need to preserve all substantive information; we can include them as
- under Responsibilities as well.
Alternatively we could create a section "Requirements" for experience/education, and "Skills" for interpersonal/other skills, and maybe "Physical Requirements" could be part of Requirements.
Let's decide:
Section headings:
-
About the role
-Responsibilities
-Requirements
-Skills
-Pay
Now fill content. About the role: paragraph as above. Responsibilities: combine Essential Functions & Responsibilities + Performance Measurements bullets. We need to list all bullets from Essential Functions & Responsibilities and also the Performance Measurements statements. Performance Measurements statements: - To be an ambassador of Park's culture supporting the credit union's mission to build thriving communities together ensuring words and actions align with the Park VIBE that defines our Core Values: Vibrant Connections Inclusive Excellence Bold Compassion Endless Empowerment - To provide friendly, professional and accurate service and support to all members and coworkers. - To identify members' needs, recommend products, and process requests with a minimal number of errors. - To develop and improve knowledge and skills in Financial Services area. - To follow the credit union’s Bank Secrecy Act and anti-money laundering policies and procedures, including running OFAC searches, completing investigative reports of suspicious activity and currency transaction reports timely and without error. - To maintain a professional work environment, promote teamwork, build respect among coworkers and present a businesslike appearance. - To follow all security policies and procedures and report discrepancies or suspicious activity to manager immediately. We'll add these as - items.
Now Requirements: includes Experience, Education, maybe Physical Requirements? Let's include Experience and Education.
Experience: One year to three years of similar or related experience.
Education: A high school education or GED.
Also Physical Requirements: we could include under Requirements as a subsection? But we don't have heading for Physical Requirements; we could include as a
under Requirements. Physical Requirements description: The work environment characteristics... etc. That's a bit long. We'll include as a
under Requirements. But we need to ensure we don't create filler headings. So Requirements will have multiple paragraphs: experience, education, physical requirements. Now Skills: Interpersonal Skills and Other Skills. Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication. Other Skills: Must be service oriented and member-focused. Detail oriented, organized, and resourceful. Must possess a learner mindset and be adaptable to change. Demonstrated ability to problem solve