Financial Relationship Advisor- Douglas Loop

for each section we include. We need to decide sections: - About the role: could include role description paragraph and company description. - Responsibilities: include Essential Functions & Responsibilities list and Performance Measurements list (maybe combine). Could also include some of the role description but we already used. - Requirements: include Experience, Education, maybe Physical Requirements? Could also include Knowledge and Skills (Interpersonal Skills, Other Skills, Computer proficiency). But Skills heading separate. - Qualifications: maybe same as Requirements? The instruction list includes both Requirements and Qualifications as separate headings. We need to decide what goes where. Typically Requirements = experience, education; Qualifications = specific skills, knowledge, abilities. Skills = maybe technical skills. But we can allocate. Let's map: Experience: One year to three years of similar or related experience. -> Requirements. Education: A high school education or GED. -> Requirements. Interpersonal Skills: Work involves much personal contact... -> Skills (or Qualifications). Could be under Skills. 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. -> Skills. Computer proficiency with MS Office, including Word, Excel and PowerPoint, Internet, and Email; tech savvy with strong keyboard and computer skills. -> Skills. Physical Requirements: could be under Requirements (maybe as a separate subsection but we can just include as

under Requirements). Or we could put under Requirements as well. Knowledge And Skills heading includes all that; we already split. Now Performance Measurements: could be under Responsibilities (makes sense). We'll include as a

under Responsibilities. Now we need to preserve all substantive information; we must not lose any details. Let's extract the Essential Functions & Responsibilities list exactly as given (the bullet points). They are currently a paragraph with sentences separated by periods but no bullet formatting. We need to convert each sentence into a
• . The 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 need to keep the exact wording. Now Performance Measurements list: - 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 need to keep them as is. Now Knowledge And Skills section details: 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. Physical Requirements: includes work environment and physical demands paragraphs. We need to preserve all that. Now Company Description: "Park Community is Kentucky’s largest Community Development Financial Institution (CDFI) Credit Union. Owned by members and focused on empowering communities, fueling dreams and fostering belonging, the organization is committed to financial inclusion and serving underserved communities to create thriving environments. Park Community envisions a world where hope, opportunity and belonging unite us all." We can include that under About the role. Now Pay Range: "$23.66 - $24.39 per hour". We'll put under Pay heading. Now we need to ensure we don't include any boilerplate like "Apply for this Position Apply with Indeed Go back to the job list powered by Park Community Credit Union". Also remove EEO statement. Now produce HTML. Structure:

  About the role

  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.

  Park Community is Kentucky’s largest Community Development Financial Institution (CDFI) Credit Union. Owned by members and focused on empowering communities, fueling dreams and fostering belonging, the organization is committed to financial inclusion and serving underserved communities to create thriving environments. Park Community envisions a world where hope, opportunity and belonging unite us all.

  Optionally include location and remote status: Could add a short p: "Location: Louisville, KY. On-site." But we need to decide if that's substantive. It's from the posting. We could include under About the role as a paragraph. Let's add:

  Location: Louisville, KY. On-site.

  Now Responsibilities:

  Responsibilities

  • 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