Member Services Float
Unitus Community Credit Union · Woodburn, OR · 4 wk ago
On-siteBusiness DevelopmentFull-time
We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title. No Job ID. Remove boilerplate like EEO, etc.
We need to parse the posting.
Content:
- Intro paragraph: "At Unitus, each employee has an opportunity to make a difference for our members. The Member Services - Float provides sales and service duties at multiple branch locations, call center, and virtual branch. Traveling between branches is required. This position assists members in processing basic and intermediate teller transactions accurately in a fast-paced environment in accordance with the established policies, procedures and authority levels. The Member Services Float initiates referrals and cross-sell opportunities for members for appropriate products and services based on member needs. The Member Services Float is proficient in opening new and maintaining existing accounts along with the products and services the Credit Union offers. These products include but are not limited to basic, consumer, deposit, and lending. The Member Services - Float provides exceptional member service while ensuring proper data collection and compliance with Federal, State, and Credit Union requirements. This position also provides back up to the Call Center and Virtual branch. This includes support for inbound and outbound member calls, emails, and providing assistance to members in processing financial transactions in accordance with established policies, procedures and authority levels."
That's description; could be About the role.
Then "Our strong team of leaders, outstanding culture, above market benefits, continuous involvement in the communities we serve, and competitive pay programs make Unitus an excellent place to contribute and grow your talents." Could be part of About the role or Benefits? It mentions benefits and pay but not specifics. We'll keep as part of About.
Then "Primary Duties" list bullet-like sentences: "Work with members in-person to leverage excellent consultation and sales skills to proactively assist new and existing members to open new accounts, apply for loans, and learn about and be referred to other lines of business", "Perform all types of monetary/non-monetary transactions using knowledge of fraud prevention, excellence in service, and accuracy in transactions processed", "Continuously develop knowledge of credit union products and services, as well as the internal computer systems used to manage member accounts", "Collaborate with other staff in branches or departments to research and resolve questions or concerns", "Exceed sales and service goals designed with a member focus". Those are duties/responsibilities.
Then "As An Ideal Candidate, You Will Have" list: "High School or equivalent certificate", "Must have a minimum of one year of work experience in a fast-paced customer service role that includes experience assisting customers in person or by telephone", "Strong communication and interpersonal skills and experience in using technology to accomplish work", "Experience in a credit union or bank aiding with financial services products and using cross-selling skills is helpful", "Ability to be certified through NMLS and as a Notary Public in Oregon/Washington", "Experience with cash handling preferred", "Spanish-speaking skills preferred", "Reliable transport required." Also "This position is eligible for a travel pay differential*". That's pay info.
Then "Our Benefits" list: "Maintaining wellness and work/life balance is an important part of the Unitus culture. Our benefits are a reflection of this commitment." Then bullet list: "Medical + Dental + Vision", "Flexible Spending Accounts + HSA", "Employees accrue up to 20 days of Paid Time Off (PTO) during their first twelve months of employment", "Unitus recognizes 12 paid holidays per year", "401(k) Retirement Savings", "Annual Incentives (*eligibility dependent)", "Employee Assistance Plan", "Tuition Reimbursement", "Student Loan Debt Repayment", "Transit & Parking benefits", "Paid Volunteer Time Off". Those are benefits.
Then "What’s it really like to work here? We are a people-focused organization that places an emphasis on culture. Unitus is local, successful, and committed to continuously improving and growing!" Could be About the role or maybe a separate section? Probably part of About.
Then EEO boilerplate to remove.
Thus sections:
- About the role: combine intro paragraph + strong team sentence + what's it really like? Possibly also mention travel requirement? Travel is mentioned earlier: "Traveling between branches is required." Could be in Responsibilities? Might be part of duties. We'll include in Responsibilities maybe.
- Responsibilities: list of primary duties bullet points.
- Requirements: maybe the "As An Ideal Candidate, You Will Have" items that are mandatory: High School or equivalent certificate; minimum one year experience; strong communication and interpersonal skills; experience using technology; ability to be certified through NMLS and as a Notary Public in Oregon/Washington; reliable transport required. Also maybe "Experience in a credit union or bank aiding with financial services products and using cross-selling skills is helpful" is a qualification/skill but not required. We'll separate.
- Qualifications: maybe include "Experience in a credit union or bank aiding with financial services products and using cross-selling skills is helpful", "Experience with cash handling preferred", "Spanish-speaking skills preferred". Those are preferred qualifications.
- Skills: maybe "Strong communication and interpersonal skills", "Experience using technology", "Cash handling", "Spanish-speaking". But we already have skills in Requirements/Qualifications. Could combine.
But we need to follow instruction: Use sections only when posting has real specific content. We can have About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Pay: we have travel pay differential mention. That's specific: "This position is eligible for a travel pay differential*". So we can include Pay section with that line.
Schedule: Not mentioned explicitly. No schedule info. So we should not include Schedule section.
Benefits: we have list.
Thus output sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay.
We must not include empty sections.
Now format: Use
for each section heading. Then content: For prose use
. For lists use
- . We need to preserve all substantive information, not invent or summarize away detail. So we need to include each bullet point exactly as in posting, maybe rephrase? Must preserve detail, not summarizing away. We can keep the sentences as is. Let's extract exact sentences. About the role: combine: "At Unitus, each employee has an opportunity to make a difference for our members. The Member Services - Float provides sales and service duties at multiple branch locations, call center, and virtual branch. Traveling between branches is required. This position assists members in processing basic and intermediate teller transactions accurately in a fast-paced environment in accordance with the established policies, procedures and authority levels. The Member Services Float initiates referrals and cross-sell opportunities for members for appropriate products and services based on member needs. The Member Services Float is proficient in opening new and maintaining existing accounts along with the products and services the Credit Union offers. These products include but are not limited to basic, consumer, deposit, and lending. The Member Services - Float provides exceptional member service while ensuring proper data collection and compliance with Federal, State, and Credit Union requirements. This position also provides back up to the Call Center and Virtual branch. This includes support for inbound and outbound member calls, emails, and providing assistance to members in processing financial transactions in accordance with established policies, procedures and authority levels. Our strong team of leaders, outstanding culture, above market benefits, continuous involvement in the communities we serve, and competitive pay programs make Unitus an excellent place to contribute and grow your talents. What’s it really like to work here? We are a people-focused organization that places an emphasis on culture. Unitus is local, successful, and committed to continuously improving and growing!" We need to ensure we didn't include EEO etc. Good. Now Responsibilities: list each duty: - Work with members in-person to leverage excellent consultation and sales skills to proactively assist new and existing members to open new accounts, apply for loans, and learn about and be referred to other lines of business - Perform all types of monetary/non-monetary transactions using knowledge of fraud prevention, excellence in service, and accuracy in transactions processed - Continuously develop knowledge of credit union products and services, as well as the internal computer systems used to manage member accounts - Collaborate with other staff in branches or departments to research and resolve questions or concerns - Exceed sales and service goals designed with a member focus Also maybe include traveling between branches is required? Already in About. Could also be a responsibility but we already have travel mentioned. We'll keep as is. Now Requirements: mandatory items: - High School or equivalent certificate - Must have a minimum of one year of work experience in a fast-paced customer service role that includes experience assisting customers in person or by telephone - Strong communication and interpersonal skills and experience in using technology to accomplish work - Ability to be certified through NMLS and as a Notary Public in Oregon/Washington - Reliable transport required Note: The phrase "Strong communication and interpersonal skills and experience in using technology to accomplish work" is one bullet. Now Qualifications (preferred): - Experience in a credit union or bank aiding with financial services products and using cross-selling skills is helpful - Experience with cash handling preferred - Spanish-speaking skills preferred Now Skills: maybe we could list specific skills like "Consultation and sales skills", "Fraud prevention knowledge", "Accuracy in transactions", "Knowledge of credit union products and services", "Internal computer systems", "Collaboration", "Sales and service goal achievement". But we might be duplicating. However instruction: Prefer a few substantive sections over many thin ones. Could combine Skills into Requirements/Qualifications. But we already have Requirements and Qualifications. Skills could be omitted if not distinct. However we need to include a section only when posting has real specific content for it. The posting does mention skills like "excellent consultation and sales skills", "knowledge of fraud prevention", "excellence in service", "accuracy", "knowledge of credit union products and services", "internal computer systems", "collaborate", etc. So we could make a Skills section summarizing those. But we must not invent or summarize away detail. We could list them as bullet points preserving the phrases. Let's extract skill-related phrases from posting: - excellent consultation and sales skills - knowledge of fraud prevention - excellence in service - accuracy in transactions processed - knowledge of credit union products and services - internal computer systems used to manage member accounts - collaborate with other staff - exceed sales and service goals But many of these are already in duties. Might be redundant. However we can still include Skills section with those specific skill phrases. But we must avoid duplication? Not prohibited. The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." Duplication is okay as long as we preserve. However they also say "Prefer a few substantive sections over many thin ones." So maybe better to not create a separate Skills section if its content overlaps heavily with Responsibilities/Requirements. But we already have Requirements and Qualifications sections. The Skills section could be thin. Let's see if we can avoid Skills section and instead incorporate skill mentions into Requirements/Qualifications. For example, "Strong communication and interpersonal skills and experience in using technology to accomplish work" already covers communication and tech. "Experience with cash handling preferred" covers cash handling. "Spanish-speaking skills preferred" covers language. "Excellent consultation and sales skills" could be part of Responsibilities (first duty). "Knowledge of fraud prevention" appears in duty. "Excellence in service" appears in duty. "Accuracy in transactions processed" appears in duty. "Knowledge of credit union products and services" appears in duty. "Internal computer systems" appears in duty. "Collaborate" appears in duty. "Exceed sales and service goals" appears in duty. Thus we can skip Skills section. Now Benefits: list each benefit as bullet. - Medical + Dental + Vision - Flexible Spending Accounts + HSA - Employees accrue up to 20 days of Paid Time Off (PTO) during their first twelve months of employment - Unitus recognizes 12 paid holidays per year - 401(k) Retirement Sav