Member Services Float
Unitus Community Credit Union · Beaverton, OR · 4 wk ago
On-siteBusiness DevelopmentFull-time
We need to output HTML fragment with sections: headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections if posting has real specific content. We need to parse the job posting.
Let's extract 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. 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's description; could be "About the role" or "Responsibilities". We'll need to decide sections.
Then "Primary Duties" bullet list:
- 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
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.
- This position is eligible for a travel pay differential*
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.
- 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
Then "What’s it really like to work here?" paragraph: "We are a people-focused organization that places an emphasis on culture. Unitus is local, successful, and committed to continuously improving and growing!"
Then EEO boilerplate etc which we must remove.
We need to produce sections: maybe "About the role" (intro), "Responsibilities" (primary duties), "Requirements" (ideal candidate), "Benefits". Possibly also "Skills" but we can combine.
We must not repeat job title as heading. No Job ID.
We must not include Pay/Schedule unless stated. There's mention of travel pay differential but not explicit pay amount or schedule. So we should not create Pay or Schedule sections because no explicit pay or schedule given. Travel pay differential is a benefit? Could be part of Benefits? It's a pay differential but not explicit pay. The instruction: never create Pay/Schedule/Benefits sections unless the posting actually states them. Benefits are stated, so we can include Benefits. Pay not stated explicitly (no salary range). So omit Pay. Schedule not stated (no hours). So omit Schedule.
We need to include only sections with real content. So we can have:
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections if posting has real specific content. We need to parse the job posting.
Let's extract 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. 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's description; could be "About the role" or "Responsibilities". We'll need to decide sections.
Then "Primary Duties" bullet list:
- 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
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.
- This position is eligible for a travel pay differential*
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.
- 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
Then "What’s it really like to work here?" paragraph: "We are a people-focused organization that places an emphasis on culture. Unitus is local, successful, and committed to continuously improving and growing!"
Then EEO boilerplate etc which we must remove.
We need to produce sections: maybe "About the role" (intro), "Responsibilities" (primary duties), "Requirements" (ideal candidate), "Benefits". Possibly also "Skills" but we can combine.
We must not repeat job title as heading. No Job ID.
We must not include Pay/Schedule unless stated. There's mention of travel pay differential but not explicit pay amount or schedule. So we should not create Pay or Schedule sections because no explicit pay or schedule given. Travel pay differential is a benefit? Could be part of Benefits? It's a pay differential but not explicit pay. The instruction: never create Pay/Schedule/Benefits sections unless the posting actually states them. Benefits are stated, so we can include Benefits. Pay not stated explicitly (no salary range). So omit Pay. Schedule not stated (no hours). So omit Schedule.
We need to include only sections with real content. So we can have:
About the role
with intro paragraph(s). Could be multiple paragraphs but we can combine into one
.
Responsibilities
with- for primary duties.
Requirements
with- for ideal candidate list.
Benefits
with- for benefits list.
We might also include a short paragraph about culture after benefits? The "What’s it really like to work here?" could be part of About the role or a separate section like "Culture". But we only have predefined headings; we could put it under About the role as additional paragraph.
We must not include boilerplate EEO etc.
We must preserve all substantive information; do not invent or summarize away detail. So we need to keep all bullet points exactly as given (maybe minor punctuation). Ensure we keep the travel pay differential note.
We must not include duplicated lines.
Let's extract bullet points precisely.
Primary Duties bullet list:
- 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
Ideal Candidate bullet 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.
- This position is eligible for a travel pay differential*
Note: The bullet list includes "Reliable transport required." and "This position is eligible for a travel pay differential*". We'll keep them.
Benefits list:
- Maintaining wellness and work/life balance is an important part of the Unitus culture. Our benefits are a reflection of this commitment.
- 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
We could also include the introductory sentence about benefits as a paragraph before the list, but we can incorporate as first list item; but it's more like a statement. Could be a
before the
- . The instruction: Use
- for any list of duties/requirements/benefits, and
for prose. So we should treat the benefits list as a list; the introductory sentence is prose, not a list item. So we should separate: a
for "Maintaining wellness and work/life balance is an important part of the Unitus culture. Our benefits are a reflection of this commitment." Then a
- for the rest.
Similarly, the intro about role could be a
- 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
- 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.
- This position is eligible for a travel pay differential*
- 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
. The "What’s it really like to work here?" paragraph could be a
after benefits or within About the role. We must not include EEO etc. Thus final HTML:
About the role
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.
We are a people-focused organization that places an emphasis on culture. Unitus is local, successful, and committed to continuously improving and growing!
Responsibilities
Requirements
Benefits
Maintaining wellness and work/life balance is an important part of the Unitus culture. Our benefits are a reflection of this commitment.
- for any list of duties/requirements/benefits, and
- for benefits list.
We might also include a short paragraph about culture after benefits? The "What’s it really like to work here?" could be part of About the role or a separate section like "Culture". But we only have predefined headings; we could put it under About the role as additional paragraph.
We must not include boilerplate EEO etc.
We must preserve all substantive information; do not invent or summarize away detail. So we need to keep all bullet points exactly as given (maybe minor punctuation). Ensure we keep the travel pay differential note.
We must not include duplicated lines.
Let's extract bullet points precisely.
Primary Duties bullet list:
- 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
Ideal Candidate bullet 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.
- This position is eligible for a travel pay differential*
Note: The bullet list includes "Reliable transport required." and "This position is eligible for a travel pay differential*". We'll keep them.
Benefits list:
- Maintaining wellness and work/life balance is an important part of the Unitus culture. Our benefits are a reflection of this commitment.
- 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
We could also include the introductory sentence about benefits as a paragraph before the list, but we can incorporate as first list item; but it's more like a statement. Could be a
- for ideal candidate list.