Jobs · Business Development · Oregon

Member Services Float

Unitus Community Credit Union · Portland, 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. No job title heading. No Job ID etc. Remove boilerplate like EEO, etc. Also remove application instructions (none). Need to preserve all substantive info. We need to parse the posting. Content: First 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." 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." Then "Primary Duties" list bullet points (though not bullet but sentences). Then "As An Ideal Candidate, You Will Have" list. Then "Our Benefits" list. We need sections: About the role (maybe intro), Responsibilities (Primary Duties), Requirements (maybe from Ideal Candidate?), Qualifications (maybe education/experience?), Skills (maybe communication etc), Benefits (list), Pay (maybe mention competitive pay programs? There's mention of "competitive pay programs" and "above market benefits". Also "travel pay differential*" mentioned. So we have some pay info: "competitive pay programs", "travel pay differential*". Should we include Pay section? The posting mentions pay but not specific numbers. It says "competitive pay programs". That's somewhat vague but still specific content? The rule: never emit a heading followed by filler/placeholder text (e.g., "commensurate with experience", "not specified", "N/A", "varies", "TBD"). "competitive pay programs" is not filler? It's a description but not a specific number. Might be considered vague but still substantive? The instruction: "Prefer a few substantive sections over many thin ones." Might be okay to include Pay if there is any mention. However they said "never create Pay/Schedule/Benefits sections unless the posting actually states them." It does state "competitive pay programs" and "travel pay differential*". So we can include Pay. Schedule: Not mentioned explicitly. No schedule info. So omit Schedule. Benefits: definitely present. Now we need to decide sections: About the role (intro), Responsibilities (Primary Duties), Requirements (maybe "As An Ideal Candidate, You Will Have" includes requirements), Qualifications (maybe education/experience?), Skills (maybe communication etc). Could combine Requirements and Qualifications? But we need to follow headings list. We'll include sections that have content. Let's extract: About the role: first paragraph(s) up to "Our strong team...". Could be about role description. Responsibilities: Primary Duties bullet list. Requirements: maybe "As An Ideal Candidate, You Will Have" includes: High School or equivalent certificate; minimum one year work experience in 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. Qualifications: maybe we could treat education/experience as qualifications. But we already used that in Requirements. Could separate: Qualifications: High School or equivalent certificate; Minimum one year experience; etc. Skills: Strong communication and interpersonal skills; Experience using technology; Experience in credit union/bank; NMLS/Notary certification; Cash handling; Spanish-speaking; Reliable transport. But we need to avoid duplication. Better to have Requirements = education/experience; Skills = abilities/skills. Let's decide. Requirements: High School or equivalent certificate; Minimum one year of work experience in a fast-paced customer service role that includes experience assisting customers in person or by telephone. Qualifications: maybe not needed; but we could include "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." However these are more like preferred qualifications. Skills: Strong communication and interpersonal skills; Experience in using technology to accomplish work. But we need to ensure we don't lose any info. Let's capture all. Better approach: Use sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay. We'll assign: About the role: first paragraph(s) describing role. Responsibilities: Primary Duties list. Requirements: High School or equivalent certificate; Minimum one year of work experience in a fast-paced customer service role that includes experience assisting customers in person or by telephone. Qualifications: 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. Skills: Strong communication and interpersonal skills; Experience in using technology to accomplish work. Benefits: list as given. Pay: mention competitive pay programs and travel pay differential. We must not include boilerplate like EEO etc. Now format: Use

for each section heading. Then content: For prose use

. For lists use

  • . We need to preserve all substantive information. Let's extract exact sentences. About the role: Combine first paragraph(s) up to "Our strong team...". Let's copy: "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." That seems fine. Responsibilities: The bullet points after "Primary Duties". They are sentences separated by line breaks? Let's capture each: - 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 We'll put each as
  • . Requirements: "High School or equivalent certificate" and "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". We'll combine as two
  • . Qualifications: list items: - 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 Skills: - Strong communication and interpersonal skills and experience in using technology to accomplish work We could split: Strong communication and interpersonal skills; Experience in using technology to accomplish work. But the sentence combines both. We could keep as one li: "Strong communication and interpersonal skills and experience in using technology to accomplish work". That's fine. Benefits: 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 Pay: - Competitive pay programs - Travel pay differential* We need to preserve the asterisk maybe. Keep as is. Now ensure no duplicated lines. Also remove any boilerplate like "Our Benefits Maintaining wellness and work/life balance is an important part of the Unitus culture. Our benefits are a reflection of this commitment." That's prose before list. We should include that as a

    before the

      . So Benefits section: a

      describing then

        . Similarly for About the role we already have prose. Now check for any other sections like "What’s it really like to work here?" That's more culture description; could be part of About the role? It's after benefits? Actually after benefits there is: "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!" This is substantive but not covered elsewhere. Could be part of About the role or maybe a separate section like "Culture". But we only have allowed headings list; we could incorporate into About the role as additional prose. It's about culture, fits under About the role. So we can append that to About the role paragraph. Thus About the role will include that paragraph as well. Let's capture that: "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!" Add to About the role after previous paragraph. Now ensure we didn't include EEO etc. At end there is EEO paragraph; we must drop. Now produce HTML. Structure:

        About the role

        ... (combined)

        Responsibilities

        • ...
        • ...

        Requirements

        • 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

        Qualifications

        • Experience in a credit union or bank aiding with financial services products and using cross-selling skills is helpful
        • Ability

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