Financial Services Representative

We need to output HTML fragment with headings

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must only include sections that have real specific content. The posting includes description, essential job functions, workplace expectations, requirements, core competencies, position specific competencies, minimum qualifications, physical demands. No explicit Benefits, Pay, Schedule. So we should not create those sections. We need to decide sections: maybe "About the role" (General Summary of Duties), "Responsibilities" (Essential Job Functions + Workplace Expectations), "Requirements" (Requirements Standards + Core Competencies + Position Specific Competencies + Minimum Qualifications), "Skills" maybe combine core competencies? But we need to avoid thin sections. Could have sections: About the role, Responsibilities, Requirements, Qualifications, Skills. However Qualifications maybe same as Minimum Qualifications. We need to preserve all substantive info. We must not repeat job title. No metadata like Job ID. We must use

• for any list of duties/requirements/benefits. So we need to turn lists into
  • . For prose use

    . We need to extract content. Let's parse: General Summary of Duties: "Provides quality service to internal and external members’ in-person and over the telephone. Performs all duties assigned to the teller and member services areas according to established policies and procedures." Essential Job Functions: a long list of bullet-like sentences separated by periods. We need to turn each into

  • . We'll need to split by semicolons? Actually each sentence ends with period. We'll treat each sentence as a list item. Workplace Expectations: list of sentences. Requirements Standards: sentences. Core Competencies: list of competencies with sub-bullets? Actually each bullet starts with Reasoning:, Math:, Language –, Position Specific Competencies: list. Position Specific Competencies: list. Minimum Qualifications: Education, Experience, Licenses/Certifications. Physical Demands: description. We need to decide sections. Potential sections: - About the role (General Summary) - Responsibilities (Essential Job Functions + Workplace Expectations) - Requirements (Requirements Standards + Core Competencies + Position Specific Competencies) - Qualifications (Minimum Qualifications) - Skills (maybe combine core competencies? but we already have Requirements). Could omit Skills if redundant. But we need to avoid thin sections. Let's create:

    About the role

    ...

    Responsibilities

    • ... each essential function
    ... plus maybe workplace expectations as separate list? Could combine but better separate? Could have two lists under same heading? The instruction: use
    • for any list of duties/requirements/benefits. So we can have one
      containing all responsibilities items. We'll include both essential functions and workplace expectations as list items.

      Requirements

      • ... requirements standards items
      ... plus core competencies and position specific competencies as list items.

      Qualifications

      • Education: A high school diploma or equivalent.
      • Experience: Previous cash handling and customer service experience desired.
      • Licenses/Certifications: Must attain all required licenses and/or certifications to perform duties of position.
      Physical Demands maybe could be a section "Physical Demands" but not in allowed headings list? The allowed headings list includes About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Physical Demands not listed, but we could put under Requirements or Qualifications? Probably better to include as a separate section? The instruction: Use

      for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It says e.g., not exclusive. So we could add Physical Demands as a heading if we want. But they said prefer a few substantive sections over many thin ones. Physical Demands is substantive. Could include as its own section. But we must not create sections with filler text. Physical Demands has content. Thus sections: About the role, Responsibilities, Requirements, Qualifications, Physical Demands. We'll not include Skills, Benefits, Pay, Schedule. Now we need to extract list items. Let's extract Essential Job Functions sentences: "Maintain working knowledge of and aggressively promote credit union products/services at every opportunity, to include completing outbound calls, making referrals that result in new services to new/existing members." "Complete Sales Plus logs." "Perform duties necessary to order and maintain department office supplies and supplies in individual work area." "Prepare workstation daily and keep workstation organized." "Process mail distribution (incoming/outgoing)." "Train/mentor other credit union employees as directed." "Maintain update of work status to supervisor as required." "Balance daily." "Perform operational duties and troubleshoot problems with department equipment." "Report errors, abnormalities, and out of balance conditions to supervisor immediately." "Correct all out of balance conditions as applicable." "Perform office closing procedures." "Maintain functional knowledge of online systems and all software used in the department, including the process to follow if the system goes down." "Prepare reports, file, make photocopies/scans, and scan signature cards as required and assigned." "Create new Excel reports and maintain current." "Backup the duties of the head employee, and/or other functions as assigned by management." "Perform all member service related duties, including but not limited to; opening/closing/changing of deposit accounts and regular/IRA certificates; issue, order new, close/renew, change/adjust, report travel requests, process balance transfer on Credit/Debit card accounts; processing of stop payments, copies, corrections, orders, and balancing checking accounts; safe deposit applications and member access; process electronic service requests, process and issue credit cards or consumer loans, storage waivers; mortgage/home equity preliminary applications; process share to share or share to loan payment transfers; wire transfers; skip-a-payments; investigate account or card fraud and process any necessary paperwork and all member account related file maintenance requests according to procedures." "Maintain working knowledge of; lending policy, loan approval guidelines, and other related laws and/or regulations; NADA values/resources, MLA and HMDA." "Aggressively promote and sell the TruStage Lender Development Program to credit union members." "Calculate loan term, rate, amount financed, and payment amount with all eligible insurance coverages." "Assist members with Credit Life, Disability, Debt Protection, and GAP claims." "Perform duties of membership officer and/or notary as assigned and according to procedures." "Perform duties to; unlock/lock entrance doors; schedule/assume responsibility for member appointments; pull/review consumer credit reports and investigate disputes; process lien terminations; clean loan files; keep loan vault in order; review security title and tracking exception report; handle any CPI follow-up issues; loan verifications; youth program related activities; handle all office deliveries; and department assigned side jobs." "Perform all teller related duties, including but not limited to; balance cash drawer, checks received, TCDs or TCRs, and other miscellaneous items; process member deposits, payments, withdrawals, check cashing, mail requests; , cashier checks, cash advances, money orders, gift cards and other promotional items; scan checks and balance Check 21; open/close check printer and money order machine and instant issue machine; opening/closing of sub-accounts.; member deposit verifications." "Maintain updated brochures in lobby; supply of brochures and ensure they are up-to-date; maintain and verify all required logs are completed; process night drop-box or in-office drop box transactions; and perform all member acknowledgement desk related duties." "Perform other job-related duties as assigned." "The list of essential job functions is not limited. It may be supplemented as necessary from time to time." We'll include these as list items. Workplace Expectations sentences: "Ensure prompt and courteous service is provided to all internal and external members/customers." "Conduct work in a safe and healthful manner." "Maintain thorough knowledge and understanding of credit union policies and procedures that are necessary for performing your job." "Perform as part of a team and assist other employees and other departments as needed." "Place documents that need to be shredded in the proper area for shredding." "Maintain knowledge of and follow the established process for key control, security, and the security of all codes and procedures related to office security." "Open and close office by disarming and arming alarms, as established procedures require." "Maintain total working knowledge of department." "Complete necessary logs." "Maintain thorough knowledge and understanding of credit union policies/procedures that are necessary for performing job duties, including but not limited to Negotiable Instrument Reference & Guidelines, NACHA, BSA, and OFAC." Now Requirements Standards sentences: "Perform all job tasks/functions as assigned and/or directed; according to compliance, policy, procedures and standards; use Service/Sales plus skills at all times; meet all cross-sell and productivity standards as set by management; and read/respond to all communications (voice mail/email/message board) communications in a timely fashion." That's one sentence but contains multiple clauses; we can keep as one list item. Core Competencies sentences: "Reasoning: apply rational method of problem solving to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists." "Interpret a variety of instructions furnished in written, oral, blueprint, or schedule form." "Math: add, subtract, multiply, and divide all units of measure." "Perform the four operations with like common and decimal fractions." "Compute ratio, rate, and percent." "Draw and interpret bar graphs." "Perform arithmetic operations involving all American monetary units." "Language – read a variety of books and magazines." "Write reports and essays with proper format, punctuation, spelling, and grammar, using all parts of speech." "Speak before an audience with poise, voice control, and confidence, using correct English and well-modulated voice." Position Specific Competencies sentences: "Must have good keyboard skills." "Must have good numerical, clerical, and communication skills." "Must have good customer service skills and cross-selling ability." "Must have the ability to work effectively with management and other staff." "Must have the ability to deal effectively with people, and promote a team environment." Minimum Qualifications sentences we already have. Physical Demands sentences: "The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job." "Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions." "While performing the duties of this job, the employee is regularly required to sit, use hands, fingers, talk, or hear." "The employee is frequently required to sit, stand, and reach with hands and arms." "The employee may occasionally lift up to 20 lbs. and/or exert force to move up to 50 lbs." Now we need to output HTML fragment. We'll wrap each section in

      heading then either

      for prose (About the role) or

      • for lists. For About the role: we have two sentences; we can combine into a

        containing both sentences. Let's craft:

        About the role

        Provides quality service to internal and external members in-person and over the telephone. Performs all duties assigned to the teller and member services areas according to established policies and procedures.

        Note: removed stray apostrophe. Now Responsibilities: combine essential functions and workplace expectations into one
        . We'll list each sentence as
        • . Ensure proper punctuation inside. We'll need to escape any HTML special characters? Not needed. Now Requirements: combine Requirements Standards, Core Competencies, Position Specific Competencies into one
          . Each bullet as
          • . Qualifications:
            with three items. Physical Demands: maybe
            as well. Let's produce. Check for any duplicate lines: we have no duplicates. Now output