Jobs · Finance · California

Personal Banker Associate I/Marina Del Rey

Fifth Third Bank · El Segundo, CA · 1 mo ago
FinanceFull-time
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 as heading. Must not include Job ID etc. Must preserve all substantive info, no invented or summarized away detail. Remove boilerplate, navigation, legal, EEO, scam warning, duplicated lines, application instructions. Must not include sections with filler like "commensurate with experience". Must not create Pay/Schedule/Benefits unless posting actually states them. The posting includes "Personal Banker Associate I/Marina Del Rey Total Base Pay Range 43,680.00 - 69,900.00 USD Annual". So Pay section exists. Benefits: mention "Our Total Rewards include comprehensive benefits..." and link to benefits page. So Benefits section exists. Schedule: not explicitly mentioned; maybe travel requirements but not schedule. No explicit schedule like full-time/part-time. So we should not create Schedule section. Also we have "Working Conditions" but not a heading we must use; we could incorporate into About the role or maybe a separate section? The allowed headings list includes only those; we should not create other headings. So we can put working conditions within About the role or Responsibilities? Probably About the role. We need sections: About the role (intro description), Responsibilities (list of essential duties), Requirements (minimum knowledge, skills, abilities), Qualifications (maybe education/experience?), Skills (maybe specific skills), Benefits, Pay. We must not repeat job title as heading. Use

for each section heading. We need to use
  • for any list of duties/requirements/benefits. Use

    for prose. We must preserve all substantive information; do not invent or summarize away detail. So we need to include details like the 4-8 week onboarding, certification, consultative sales process, etc. Must include all duties listed. We must not include boilerplate like EEO statement, attention search firms, etc. Also must not include duplicated lines. We need to parse the posting. Let's extract sections. Posting text: "Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. General Function Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types." Then "Essential Duties And Responsibilities" list bullet points (starting with "Use the consultative sales process..."). Then "Supervisory Responsibilities None." Then "Minimum Knowledge, Skills And Abilities Required" list. Then "Working Conditions Normal office environment. Extending viewing of computer screens. This program will require the ability to travel within the affiliate for training as well as scheduling flexibility. Travel outside of the affiliate will be required for various classroom training sessions." Then "Personal Banker Associate I/Marina Del Rey Total Base Pay Range 43,680.00 - 69,900.00 USD Annual" Then benefits paragraph. Then location line. Then attention search firms etc (boilerplate to remove). Then EEO statement (remove). We need to produce sections. About the role: Could include general function description (first paragraph up to before Essential Duties). Should we include the "General Function" paragraph? Yes. Responsibilities: list of essential duties. Requirements: maybe "Minimum Knowledge, Skills And Abilities Required". Could be Requirements. Qualifications: maybe education/experience? Could combine with Requirements? But we need separate sections only if there is real specific content. The posting includes "College degree or work experience providing transferrable skills, or, combination of education and experience.Experience in the financial industry preferred." That's qualifications. Also "This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS)." That's a qualification/requirement. Could be under Requirements or Qualifications. Since we have both Requirements and Qualifications headings allowed, we can split: Requirements = Minimum Knowledge, Skills And Abilities Required (the list). Qualifications = education/experience, SAFE registration, maybe experience in financial industry preferred. Skills: maybe we can extract specific skills from the list: ability to develop comfort with sales activities, understanding of advanced math functions, ability to professionally represent, develop working knowledge of Retail policies, etc. But those are already in the Minimum Knowledge, Skills And Abilities Required. Could treat that as Skills. But we need to avoid duplication. The instruction: Use

    • for any list of duties/requirements/benefits. So we can have multiple lists. We need to decide which content goes where to avoid missing info. Let's map: - About the role: General Function paragraph (including onboarding, certification, focus, etc.) - Responsibilities: Essential Duties And Responsibilities list (the bullet points). Also maybe supervisory responsibilities none (but that's not a duty). Could include as a note. - Requirements: Minimum Knowledge, Skills And Abilities Required list (the bullet points under that heading). This includes: College degree or work experience..., Experience in financial industry preferred..., Demonstrated ability to develop comfort level with sales activities..., Must be able to demonstrate understanding of advanced math functions..., Ability to professionally represent..., Demonstrated ability to develop a working knowledge of Retail policies..., This position requires S.A.F.E. Act registration... - Qualifications: maybe we could separate education/experience and SAFE registration? But that's already in Requirements list. To avoid duplication, we could put education/experience and SAFE registration under Qualifications, and the rest under Skills. But we need to ensure we preserve all info and not duplicate. Better: Use Requirements for the list of minimum knowledge, skills, abilities (the bullet points). Use Qualifications for education/experience and SAFE registration? But the bullet list includes those items. If we split, we might duplicate some content. However we could keep the bullet list under Requirements and not have Qualifications at all, if there is no separate distinct qualifications content beyond that list. But the posting also mentions "College degree or work experience providing transferrable skills, or, combination of education and experience." That's part of the bullet list. So we could keep that in Requirements. Skills: Could be derived from the same list but maybe we separate out specific skill items like "ability to develop comfort level with sales activities", "understanding of advanced math functions", "ability to professionally represent", "develop working knowledge of Retail policies". But those are also in the bullet list. If we separate, we'd duplicate. Given the instruction to prefer a few substantive sections over many thin ones, we could combine Requirements and Skills into one section? But we must use headings only from allowed list; we could omit Skills if not distinct. However we need to include all substantive info; we can put all knowledge/skills/abilities under Requirements. Then we might not need Skills section. Similarly, Qualifications may be redundant. Thus we could have sections: About the role, Responsibilities, Requirements, Benefits, Pay. Check if we need Qualifications: The posting includes "College degree or work experience..." which is a qualification. But it's already in Requirements list. So we can omit Qualifications. Benefits: we have paragraph about Total Rewards, link. Pay: we have base pay range. Schedule: not present, so omit. Working Conditions: could be included in About the role or Responsibilities? Probably About the role as part of description. We must not include boilerplate like location line? Location is substantive; we could include it in About the role as a sentence. The location line: "LOCATION -- Marina Del Rey, California 90292". That's substantive. Should we include? Yes, preserve all substantive information. So we can add a sentence about location. We must not include attention search firms line, EEO statement. Now craft HTML. Structure:

      About the role

      ... (general function + location + working conditions)

      Responsibilities

      • ... each duty

      Requirements

      • ... each requirement
      • .

        Benefits

        ... benefits paragraph

        Pay

        ... base pay range

        We must not add extra sections. Now extract precise text. About the role content: From "General Function Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types." Add location: "LOCATION -- Marina Del Rey, California 90292." Add working conditions: "Normal office environment. Extending viewing of computer screens. This program will require the ability to travel within the affiliate for training as well as scheduling flexibility. Travel outside of the affiliate will be required for various classroom training sessions." We can combine into paragraph(s). Use

        for prose; could be multiple

        but we can combine into one

        with sentences. Now Responsibilities list: The bullet points under "Essential Duties And Responsibilities". Let's extract each: - Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. - Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. - Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews. - Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed. - Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions. - Consistently meet/exceed customer experience and individual/team production goals and enhance year-over

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