Member Services Representative II (Signal Hill, CA)

We need to output HTML fragment with headings

for 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. Must not include Job ID etc. Must preserve all substantive info, remove boilerplate, navigation, legal, EEO, duplicated lines, application instructions. Also must not create sections with filler like "commensurate with experience". Pay and Schedule only if posting actually states them. The posting includes Salary Grade 153N Salary Pay Range For This Position $25.31 - $35.41. That's pay info. So we can include Pay section with that range. Schedule? Not mentioned. So no Schedule section. Benefits? Not mentioned explicitly. So no Benefits. About the role? Could be the Position Summary paragraph. Responsibilities? The essential functions list. Requirements? Education, Experience, Skills And Abilities section. Qualifications? Might overlap with requirements; but we can treat Qualifications as maybe licensing etc. However we need to avoid duplication. The instruction: Use headings for sections (About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Skills). Actually they listed Skills as separate heading. But we can combine? They said use those headings for section headings. We can include only those with content. So we could have About the role (position summary), Responsibilities (essential functions), Requirements (education, experience, etc), Qualifications (licensing, registration, etc), Skills (computer skills, mathematical skills, etc). Pay (salary range). No Benefits, Schedule. We must not repeat job title. Must not include boilerplate like "We value and rely on the unique talents..." maybe that's part of About the role? It's fluff but maybe considered boilerplate? It's not navigation/legal/EEO. It's a value statement; could be kept? The instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The value statement is not exactly boilerplate but could be considered fluff. However we need to preserve ALL substantive information; do not invent or summarize away detail. The value statement is not substantive for job duties; but it's part of posting. Might be considered filler? It's not duplicated. It's not illegal. I'd keep it maybe under About the role. We need to ensure we don't include duplicated lines. There's repetition: "This job description in no way implies these are the only duties to be performed." appears twice. We should include only once maybe. Also "The above job requirements are representative of minimum levels of knowledge, skills, and abilities." appears twice. We'll deduplicate. We'll produce HTML:

About the role

... (position summary plus maybe value statement)

Responsibilities

• ... list of essential functions

Requirements

... Education, Experience, Skills And Abilities (high school graduate, previous financial industry and customer service experience preferred)

Qualifications

... Registration Nationwide Mortgage Licensing System (NMLS) registration is required and must be maintained. Maintain licensing as Notary Public.

Skills

• ... Computer Skills: Proficient in Microsoft applications (Word, Excel, Outlook). Must be proficient in technology applications including the Credit Union’s operating system and specialized software required for performance of position.
• ... Mathematical Skills: Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals. Ability to compute rates, ratios and percentages.

Pay

Salary Grade 153N; Pay Range: $25.31 - $35.41 per hour.

We must not include Schedule or Benefits. We need to ensure we don't include any markdown fences. Just raw HTML. Let's craft the content carefully, preserving all substantive info but removing boilerplate like "Current Wescom Employees: Please visit the Career Center in Workday to search and apply for a current job opening." That's application instruction; remove. Also "Please use Firefox or Chrome internet browser to complete this application" remove. Also "We value and rely on the unique talents and contributions of our employees to absolutely excel in member engagement by Delivering Signature Experience." Might be considered fluff but maybe keep as part of About the role? It's not a duty; but it's about culture. Could be kept. However it's somewhat generic; but not explicitly prohibited. I'd keep it. Also remove duplicated lines: "This job description in no way implies these are the only duties to be performed." appears twice; keep once. Also "The above job requirements are representative of minimum levels of knowledge, skills, and abilities." appears twice; keep once. Also remove "The marginal functions have not been included." appears multiple times; keep maybe once? It's not substantive; maybe remove as boilerplate? It's a disclaimer; could be considered boilerplate. Safer to remove. Also remove "An employee will be required to follow any other job-related instructions and duties as requested by branch management." appears multiple times; keep once maybe under Requirements? It's not a requirement per se; it's a generic statement. Might be considered boilerplate. I'd remove. Also remove "All positions, including those that are hybrid and remote, require employees to reside within Wescom's service area in California." That's a requirement about location; could be kept under Requirements. It's substantive. Keep. Now craft About the role: combine position summary and maybe the value statement. Position Summary: "Provides consultative services to members regarding credit union products and services by assessing member needs. Assists members in establishing memberships, loan accounts and services, share accounts and savings services, completing necessary documents and performing data entry of records in compliance with audit requirements. Processes transactions for members and frequently serves as the initial point of contact between the Credit Union and members. Promotes optimal member engagement by providing specific, accurate and timely information regarding Credit Union products and services in addition to actively referring members to all Wescom products and services when appropriate. Responsible, for engaging new and existing members to deepen their relationship with the Credit Union, including applications for home equity products and referrals for first mortgage real estate services." Add value statement: "We value and rely on the unique talents and contributions of our employees to absolutely excel in member engagement by Delivering Signature Experience." Now Responsibilities: list essential functions bullet points. Need to capture all essential functions from the long paragraph. Let's extract bullet points: - Consistently provides a high level of service and is committed to increasing member satisfaction by consistently taking a consultative approach during all member interactions. - Demonstrates adherence to the Branch Service Standards in addition to the enforcement and modeling of Wescom’s Mission Statement, Vision, Core Values and Team Attributes. - Promotes advocacy and takes personal responsibility to ensure member issues are handled properly and resolved at the first point of contact. - Focuses on delivering the Member Experience and achieving successful results in the Member Experience Surveys. - Regularly serves members with Platform and Teller activities including but not limited to: * Providing consistent support to both the Platform and Operations as determined by business needs, may be required to assist in both areas daily as assigned by Branch Management * Remaining proficient and knowledgeable in all changing technologies available to members to create an Omni-channel experience. This includes but is not limited to all mobile, contact and online banking services. * Conducting wellness calls from lists including pre-approvals, new member engagement and other assigned lists * Actively responding to inquiries from members, departments and Branch Management in a timely manner * Actively and consistently identifying Wescom product and service referral opportunities and working closely with all branch business partners and specialists * Actively identifying, referring and assisting members with auto/personal loan and credit card pre-approvals offers * Consistently identifies, mitigates and reports potential fraudulent activity * Produces high quality, accurate work with minimal errors, oversights and outages * Utilize skills developed from the CON2ECT model focusing on building relationships and identifying member needs. * Collaborates with business partners to actively refer members, including leveraging the appointment system, department liaisons, etc. The business partners would include but are not limited to Financial Services, Insurance Services, Real Estate and Autoland * Maintains knowledge of products and services. * Regularly performs day to day transactions for members including, but not limited to deposits, withdrawals and transfers. * Answers member inquiries and provides information in accordance with Credit Union policies and procedures for all account-related needs. * May participate in the servicing of the coin and cash machines when required. * Processes applications for consumer loan products, including but not limited to auto loans, credit cards and unsecured lines of credit. * May also provide member assistance and process applications for home equity loans and lines of credit. * Serves as a member advocate throughout the loan process. * Funds loans and provides basic credit review counseling for members with declined loans. * Assists members with savings and deposit products, including checking and certificate accounts, money market accounts and Individual Retirement Accounts. * Remains proficient with Fiduciary processes including but not limited to trusts, fiduciary accounts, Power of Attorneys and Notary Public services. * Contributes to Wescom growth objectives through needs-based member conversations and builds relationships to address immediate and future needs. * Targets, supports and achieves assigned organizational initiatives. * Utilize skills developed from active participation in training, meetings and the CON2ECT Model to achieve assigned individual and/or branch production goals. * Ensures optimal member engagement and a migration to appropriate delivery channels. * Consults with members for Insurance Services and Financial Services and refers to in branch specialists and business partners. * Takes applications for home equity products and makes referrals for first mortgages to Mortgage Loan Originators in Real Estate. * Could Potentially Pursue a Career Path Opportunity To Member Service Representative III If Approved By Branch Management, Insurance/Financial Services Management And The Respective Branch Operations VP If Desired And Requires The Following Licensing Member Service Representative III (MSR II)– Option I: Licensed to assist members with life insurance and fixed annuities in conjunction with Wescom Financial Services (WFS). Option II: Licensed to assist members with property and casualty insurance products in conjunction with Wescom Insurance Services (WIS). * Meets personal development and training objectives and achieves core curriculum and required training within established timelines. * Completes Wescom University core curriculum, including required regulatory training. * Mentors other team members in skill development. * Maintains proficiency in technology applications across all channels including the operating system and ancillary systems. * Actively promotes and demonstrates technology to members and contributes to organizational efforts with process improvement opportunities. * Ensures branch compliance with audit and security standards, policies and procedures, and loss prevention measures. * Maintains confidentiality of Credit Union, Financial Services, Insurance Services and member records/data. * Protects the Credit Union’s financial interest by controlling and balancing their assigned cash drawer, negotiable items received and disbursed during daily transactions, identifying payees, verifying signatures and endorsements, and maintaining acceptable Teller Balancing Standards. * Communicates well both verbally and in writing, effectively shares information and ideas with others, and demonstrates good listening skills. * Must have effective interpersonal skills in order to maintain positive and productive working relationships with others. * Attends meetings with assigned groups as well as branch staff meetings. * May participate with in-house training sessions, self-studies as well as outside seminars and classes. * Ensures individual appearance reflects the desired level of professionalism. * Maintains the physical environment of the branch according to Wescom standards. * Maintains good attendance and punctuality in adherence with Wescom policy. That's a lot; but we need to preserve ALL substantive information. However many of these are repetitive or