Middle Market Banker II
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. No Job ID etc. Remove boilerplate like application instructions, EEO, etc. Keep substantive info. We need to parse the job description. Content: - Intro: "The position is described below..." etc. That's application instructions; remove. - "Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)" This is metadata; we can fold into short
maybe under About the role? Not a heading. - "Please review the following job description:" then description. - The description includes: Identify, solicit, develop, manage, service, retain and grow long-term profitable middle market relationships in assigned region by offering a full range of loan, deposit, Capital Markets, Treasury, Risk Management and other fee-based services to existing and prospective clients with $75MM to $500MM in annual sales. Leverage the CCB Industry & Advisory teams as appropriate to create the optimal client experience. Refer business and personal financial needs of assigned clients through the appropriate channel according to Integrated Relationship Management (IRM). Levels (I – II) should be differentiated based on years of banking experience, portfolio size, and overall potential in the role per leadership discretion. - Then "Essential Duties And Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time." Then list bullet points (though not bullet but sentences). We need to extract duties. List of duties: - Leverage the Truist Sales Process, Financial Insights, Industry & Advisory team, and the Leadership Institute to consistently deliver a differentiated client experience in all client, prospect and center of influence (COI) interactions. - Develop and execute a marketing plan focused on winning new client relationships and expanding existing client relationships. - Focus on driving continual improvement in portfolio revenue growth and new production revenue. - Understand and contribute to the credit decisioning process, including analysis and interpretation of financial statements, credit structuring, underwriting requirements, policy knowledge, risk identification and mitigation, all in accordance with the Truist credit risk appetite. - Proactively contact clients to fully develop middle market banking relationships by executing on Integrated Relationship Management (IRM) principles. - Include the identification of all business and personal financial needs and bring in the appropriate partners to deliver Truist solutions. - Champion non-credit financial services activity in the middle market segment, driving fee-based revenue opportunities, including specific efforts to serve the retail banking needs of our clients' owners/management/teammates (e.g. Private Wealth Management, Truist@Work Financial Wellness, Momentum onUp, etc). - Maintain proficiency and a high level of expertise in most aspects of finance; manage large and complex corporate relationships. - Maintain extensive knowledge about complex credit products and structuring, including loan syndications, participations, and other capital markets solutions. - Execute on all risk, operational, policy and quality expectations related to assigned client portfolio. - Then "Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions." List of qualifications: - Bachelor's degree or equivalent education and related training - Ten (10) or more years of experience in commercial banking - Strong interpersonal communications; can handle client relationships with borrowing clients with total debt of $10,000,000 or more - Highly skilled and proficient in most aspects of corporate finance, Capital Markets, Treasury, and other non-credit services - Ability to grasp complex credits clearly; is insightful in all aspects of finance - Excellent verbal and written communication skills - Demonstrated proficiency in basic computer applications, such as Microsoft Office software products Then "General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:" then benefits description. Benefits: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. We need to include Benefits section if posting actually states them. Yes, they do. So include Benefits heading. Pay and Schedule: Not mentioned. No pay info. Work shift mentioned: "Work Shift: 1st shift (United States of America)" That's schedule info. So we could include Schedule section with that detail. The rule: include a section ONLY when posting has real, specific content for it. Work shift is specific. So we can include Schedule heading with that. Pay: not mentioned, so omit. About the role: Could include the introductory paragraph describing role (identify, solicit...). That's substantive. So we can have About the role section. Responsibilities: Could be same as Essential Duties. We'll have Responsibilities heading with list. Requirements: Could be qualifications? The spec says use headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. They differentiate Requirements vs Qualifications vs Skills. We need to decide mapping. Usually Requirements = qualifications (education, experience). Skills = specific skills (interpersonal communications, etc). Qualifications maybe same as Requirements? But we need to follow instruction: Use those headings when content exists. We have content for qualifications (education, experience). We have skills (interpersonal communications, etc). We could put education/experience under Requirements, and skills under Skills. Qualifications maybe we could omit if duplicate. But we have "Required Qualifications:" heading in text. That could map to Qualifications section. However we also have Requirements maybe same. To avoid duplication, we could put education/experience under Requirements, and the skill-based items under Skills. Qualifications maybe we could omit or combine. But we need to preserve all substantive info; we can split. Thus: - About the role: paragraph describing role (identify, solicit...). - Responsibilities: list of duties. - Requirements: Bachelor's degree or equivalent education and related training; Ten (10) or more years of experience in commercial banking. - Skills: Strong interpersonal communications; can handle client relationships with borrowing clients with total debt of $10,000,000 or more; Highly skilled and proficient in most aspects of corporate finance, Capital Markets, Treasury, and other non-credit services; Ability to grasp complex credits clearly; is insightful in all aspects of finance; Excellent verbal and written communication skills; Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. - Qualifications: maybe we could include the same as Requirements? But we already used Requirements. The spec says we can have both Requirements and Qualifications sections if content distinct. Could put "Reasonable accommodations may be made..." under Qualifications? That's a statement. But we could also put the "Required Qualifications:" heading content (the list) under Qualifications. However we already split education/experience to Requirements. Might be okay to have Qualifications empty? Not allowed. Better to keep Qualifications as the list of required qualifications (including education/experience and skills). But then we would duplicate. Perhaps we treat Requirements as the mandatory prerequisites (education, experience) and Qualifications as the broader set (including skills). But then we would have overlapping content. The instruction: "Prefer a few substantive sections over many thin ones." So maybe we should combine into one section, either Requirements or Qualifications, not both. Which heading is more appropriate? The posting says "Required Qualifications:" then list. So Qualifications heading matches that. So we can use Qualifications for the list (education, experience, skills). Then we might not need Requirements separate. However we have also "Essential Duties And Responsibilities". So we can have About the role, Responsibilities, Qualifications, Benefits, Schedule. That's five sections. Check if we need Skills separate? Not required if we put skills under Qualifications. The spec allows Skills heading but we can omit if not needed. We'll follow "Prefer a few substantive sections over many thin ones." So we will omit Skills. Thus sections: - About the role: paragraph. - Responsibilities: ul li list. - Qualifications: ul li list (education, experience, skills). - Benefits: ul li list (medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, 401k, vacation, sick days, paid holidays, defined benefit pension plan, restricted stock units, deferred compensation plan). Could also mention eligibility conditions. - Schedule: p with "Work Shift: 1st shift (United States of America)". Could also include Regular or Temporary: Regular Language Fluency: English (Required). Might include that as part of About the role or Schedule? Language fluency is a requirement; but we already have qualifications. Could add language fluency under Qualifications. But we already have qualifications list; we can add "English language fluency (required)". However the spec says preserve all substantive info. So we need to include language fluency somewhere. Could add to Qualifications list. Also "Regular or Temporary: Regular" could be included in About the role or Schedule? It's employment type. Could add to About the role paragraph. Thus About the role paragraph could include: "This is a regular, full-time position requiring English language fluency. Work shift: 1st shift (United States of America)." But we already have Schedule section for shift. Might be redundant. Better to keep Schedule for shift, and include regular/temporary and language fluency in About the role or Qualifications. Language fluency is a qualification; we can add to Qualifications. Thus About the role: description of role (identify, solicit...). We'll keep it concise but preserve all substantive info: The role involves identifying, soliciting, developing, managing, servicing, retaining and growing long-term profitable middle market relationships in assigned region by offering a full range of loan, deposit, Capital Markets, Treasury, Risk Management and other fee-based services to existing and prospective clients with $75MM to $500MM in annual sales. Leverage the CCB Industry & Advisory teams as appropriate to create the optimal client experience. Refer business and personal financial needs of assigned clients through the appropriate channel according to Integrated Relationship Management (IRM). Levels (I – II) should be differentiated based on years of banking experience, portfolio size, and overall potential in the role per leadership discretion. That's the substantive description. Now Responsibilities: list as earlier. Qualifications: list: - Bachelor's degree or equivalent education and related training - Ten (10) or more years of experience in commercial banking - Strong interpersonal communications; can handle client relationships with borrowing clients with total debt of $10,000,000 or more - Highly skilled and proficient in most aspects of corporate finance, Capital Markets, Treasury, and other non-credit services - Ability to grasp complex credits clearly; is insightful in all aspects of finance - Excellent verbal and written communication skills - Demonstrated proficiency in basic computer applications, such as Microsoft Office software products - English language fluency (required) We could also include "Regular or Temporary