Float Personal Banker I - Columbia, SC
for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections if posting has real specific content.
We need to extract content: The posting includes general function description, essential duties and responsibilities, minimum knowledge, skills and abilities required, working conditions, benefits mention, base salary mention, location, etc.
We need to avoid boilerplate like EEO, legal, application instructions, cookie/navigation, etc. Also avoid duplication.
We need to preserve all substantive info.
We need to decide sections:
- About the role: could include general function description (selected candidates become Retail Personal Banker I after onboarding, program details, certification, focus, etc.)
- Responsibilities: essential duties and responsibilities list.
- Requirements: maybe minimum knowledge, skills and abilities required.
- Qualifications: maybe education/experience, SAFE Act registration.
- Skills: maybe specific skills like consultative sales, product knowledge, math, communication, etc.
- Benefits: mention of total rewards, comprehensive benefits, base salary range, link to benefits page.
- Pay: base salary mention? The posting says base salary reflective of range for pay grade; individual salaries vary based on factors. That's not a specific number, but it's still content about pay. The rule: never create Pay/Schedule/Benefits sections unless posting actually states them. It does state base salary reflective of range, and that salaries vary. That's still stating something about pay, albeit not a specific number. Should we include Pay section? It says "The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location." That's content about pay. So we can include Pay section with that paragraph.
- Benefits: mention of total rewards, comprehensive benefits, link. So include Benefits.
- Schedule: not mentioned specifically; only mentions travel within affiliate, scheduling flexibility, travel outside for training. Not a schedule like full-time/part-time. Probably not enough to create Schedule section.
We must not repeat job title as heading. No Job ID.
We need to use - for any list of duties/requirements/benefits. So for responsibilities list, we need
- . For requirements list maybe also list.
We need to use
for prose.
We must not include boilerplate like EEO, legal, etc.
We need to preserve all substantive info: location, etc.
Let's parse the posting:
- Opening: "Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank."
- General Function: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
- Essential Duties And Responsibilities: list bullet points (starting with "Use the consultative sales process...").
- Supervisory Responsibilities: None.
- Minimum Knowledge, Skills And Abilities Required: list bullet points (starting with "College degree or work experience providing transferrable skills, or, combination of education and experience." etc.)
- Working Conditions: Normal office environment. Extending viewing of computer screens. This program will require the ability to travel within the affiliate for training as well as scheduling flexibility. Travel outside of the affiliate will be required for various classroom training sessions.
- Then "Float Personal Banker I - Columbia, SC" maybe location.
- Then benefits paragraph: "At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner."
- Then location line: "LOCATION -- Columbia, South Carolina 29205"
- Then agency notice, EEO, etc. We need to remove those.
Thus we need sections:
About the role: could combine the General Function paragraph(s) before responsibilities.
Responsibilities: list of essential duties.
Requirements: maybe Minimum Knowledge, Skills And Abilities Required.
Qualifications: maybe education/experience, SAFE Act registration (though that is part of requirements). Could combine.
Skills: maybe specific skills like consultative sales, product knowledge, math, communication, etc. But we might avoid duplication.
Better to follow typical sections: About the role (overview), Responsibilities (list), Requirements (list), Qualifications (maybe education/experience), Skills (list), Benefits (paragraph), Pay (paragraph). Ensure we don't create empty sections.
We need to decide what goes where without losing info.
Let's extract substantive info:
Overview (About the role):
- Selected candidates become Retail Personal Banker I after 4-8 week onboarding and education program with rotations in operations and Sales & Service.
- Certification at end of program to demonstrate skills needed for Retail Personal Banker job family.
- Position is Financial Center focused on consultative sales process to identify/meet financial needs of customers/prospects.
- Focus on acquiring new households and/or deepening existing relationships via lobby leadership, aisle time, tele-consulting.
- Responsible for processing teller transactions and working as platform staff.
- Responsible/accountable for risk: exchanging ideas, elevating concerns, following policies.
- Accountable for doing right thing for customers/colleagues, driving positive customer experience.
- Within risk appetite, achieves results by identifying, assessing, managing, monitoring, reporting risks.
That's a lot; we can put in About the role as prose.
Responsibilities list (Essential Duties And Responsibilities):
- Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
- Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
- Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
- Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
- Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.
- Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L.
- Provide guidance to CSRs with respect to the sales and referral process.
- Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
- Act with confidence by answering customer questions and owning customer issues.
- Maintain a position of trust and responsibility by keeping all business confidential.
- Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.
- Adhere to established policies and procedures while opening/servicing the full range of Retail products.
- Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
- Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.
- Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.
Supervisory Responsibilities: None. Could be omitted or included as a note; but not required.
Minimum Knowledge, Skills And Abilities Required:
- College degree or work experience providing transferrable skills, or combination of education and experience.
- Experience in the financial industry preferred.
- Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers.
- Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.
- Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.
- Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions.
- This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.
Working Conditions:
- Normal office environment.
- Extending viewing of computer screens.
- This program will require the ability to travel within the affiliate for training as well as scheduling flexibility.
- Travel outside of the affiliate will be required for various classroom training sessions.
Location: Columbia, South Carolina 29205.
Benefits/Pay:
- At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
- The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
- Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being.
- You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.
We need to avoid duplication: The benefits paragraph includes both compensation and benefits. We could split: Benefits section includes the benefits programs description and link. Pay section includes base salary description.
Thus:
Benefits:
- Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being.
- You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.
Pay:
- The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
- Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. (But that mentions
- . For requirements list maybe also list.
We need to use
for prose. We must not include boilerplate like EEO, legal, etc. We need to preserve all substantive info: location, etc. Let's parse the posting: - Opening: "Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank." - General Function: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. - Essential Duties And Responsibilities: list bullet points (starting with "Use the consultative sales process..."). - Supervisory Responsibilities: None. - Minimum Knowledge, Skills And Abilities Required: list bullet points (starting with "College degree or work experience providing transferrable skills, or, combination of education and experience." etc.) - Working Conditions: Normal office environment. Extending viewing of computer screens. This program will require the ability to travel within the affiliate for training as well as scheduling flexibility. Travel outside of the affiliate will be required for various classroom training sessions. - Then "Float Personal Banker I - Columbia, SC" maybe location. - Then benefits paragraph: "At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner." - Then location line: "LOCATION -- Columbia, South Carolina 29205" - Then agency notice, EEO, etc. We need to remove those. Thus we need sections: About the role: could combine the General Function paragraph(s) before responsibilities. Responsibilities: list of essential duties. Requirements: maybe Minimum Knowledge, Skills And Abilities Required. Qualifications: maybe education/experience, SAFE Act registration (though that is part of requirements). Could combine. Skills: maybe specific skills like consultative sales, product knowledge, math, communication, etc. But we might avoid duplication. Better to follow typical sections: About the role (overview), Responsibilities (list), Requirements (list), Qualifications (maybe education/experience), Skills (list), Benefits (paragraph), Pay (paragraph). Ensure we don't create empty sections. We need to decide what goes where without losing info. Let's extract substantive info: Overview (About the role): - Selected candidates become Retail Personal Banker I after 4-8 week onboarding and education program with rotations in operations and Sales & Service. - Certification at end of program to demonstrate skills needed for Retail Personal Banker job family. - Position is Financial Center focused on consultative sales process to identify/meet financial needs of customers/prospects. - Focus on acquiring new households and/or deepening existing relationships via lobby leadership, aisle time, tele-consulting. - Responsible for processing teller transactions and working as platform staff. - Responsible/accountable for risk: exchanging ideas, elevating concerns, following policies. - Accountable for doing right thing for customers/colleagues, driving positive customer experience. - Within risk appetite, achieves results by identifying, assessing, managing, monitoring, reporting risks. That's a lot; we can put in About the role as prose. Responsibilities list (Essential Duties And Responsibilities): - Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. - Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. - Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews. - Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed. - Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions. - Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L. - Provide guidance to CSRs with respect to the sales and referral process. - Promote customer satisfaction with a friendly, helpful demeanor and professionalism. - Act with confidence by answering customer questions and owning customer issues. - Maintain a position of trust and responsibility by keeping all business confidential. - Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times. - Adhere to established policies and procedures while opening/servicing the full range of Retail products. - Participate in the consumer loan and bankcard process, owning sourced loans from application through closing. - Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager. - Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure. Supervisory Responsibilities: None. Could be omitted or included as a note; but not required. Minimum Knowledge, Skills And Abilities Required: - College degree or work experience providing transferrable skills, or combination of education and experience. - Experience in the financial industry preferred. - Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers. - Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information. - Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication. - Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions. - This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Working Conditions: - Normal office environment. - Extending viewing of computer screens. - This program will require the ability to travel within the affiliate for training as well as scheduling flexibility. - Travel outside of the affiliate will be required for various classroom training sessions. Location: Columbia, South Carolina 29205. Benefits/Pay: - At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. - The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. - Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. - You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner. We need to avoid duplication: The benefits paragraph includes both compensation and benefits. We could split: Benefits section includes the benefits programs description and link. Pay section includes base salary description. Thus: Benefits: - Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. - You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner. Pay: - The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. - Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. (But that mentions