Jobs · Finance · Florida

Personal Banker Associate I - South Jacksonville, FL

Fifth Third Bank · Saint Johns, FL · 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 need to parse the posting. First, remove boilerplate: cookie/navigation/legal/EEO etc. Also remove duplicated lines, application instructions. We need to preserve all substantive info. Let's extract content: Opening: "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." This is marketing fluff; maybe part of About the role? Could be considered "About the role". We'll include as prose. Then "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." That's description of role; could be About the role. Then "Essential Duties And Responsibilities" list: bullet points (but not bullet in text). We'll need to convert each line to
  • . List: - 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-year revenue growth as measured by the Financial Center P&L. - Provide guidance to CSRs with respect to the sales and referral process. - Promote customer satisfaction with a friendly, helpful demeanor and professionalism. - Act with confidence by answering customer questions and owning customer issues. - Maintain a position of trust and responsibility by keeping all business confidential. - Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times. - Adhere to established policies and procedures while opening/servicing the full range of Retail products. - Participate in the consumer loan and bankcard process, owning sourced loans from application through closing. - Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager. - Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure. Then "Supervisory Responsibilities None." That's not needed maybe as a line but we can include in Responsibilities? It's just stating none; maybe we can omit as filler? It's not substantive? Might be considered but we can include as a short sentence in Responsibilities? Probably not needed. Then "Minimum Knowledge, Skills And Abilities Required" list: - College degree or work experience providing transferrable skills, or, combination of education and experience. - Experience in the financial industry preferred. - Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers. - Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information. - Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication. - Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions. - This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Then "Working Conditions" paragraph: - 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 location line: "Personal Banker Associate I - South Jacksonville, FL At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner. LOCATION -- St Johns, Florida 32259" Then there is boilerplate about agencies, EEO etc. Remove. We need to decide sections. We have: - About the role: could include the initial marketing paragraph and General Function description. - Responsibilities: the Essential Duties list. - Requirements/Qualifications/Skills: The Minimum Knowledge, Skills And Abilities Required could be split into Requirements (education/experience) and Skills (specific abilities). But we can combine into one section "Requirements" or "Qualifications". The instruction says use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide which to include based on content. We have content for: - About the role: yes. - Responsibilities: yes. - Requirements: we have college degree or work experience, experience in financial industry preferred, S.A.F.E. Act registration. That's requirements. - Skills: we have demonstrated ability to develop comfort level with sales activities, advanced math functions, ability to professionally represent, develop working knowledge of policies, etc. Those are skills. - Benefits: we have Total Rewards, comprehensive benefits, differentiated compensation, base salary reflective of range, extensive benefits programs supporting physical, financial, emotional, social well-being, link to benefits page. That's benefits content. - Pay: we have base salary reflective of range, individual salaries vary based on factors. That's pay info but not specific numbers. The rule says: never emit a heading followed by filler/placeholder text (e.g., "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. The posting does state base salary reflective of range and that salaries vary based on factors. That is somewhat vague but still states something about pay. It's not a specific number but it's not "varies" only; it says base salary reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. That's still somewhat generic but it's actual content about pay. I think we can include Pay section with that paragraph. - Schedule: we have Working Conditions includes travel within affiliate, scheduling flexibility, travel outside for training. That's schedule-ish but not exactly schedule (like shift). Could be considered Schedule? The posting does not mention specific hours or shift. It mentions scheduling flexibility and travel. Might be considered Schedule? The rule says only create Schedule section if posting actually states them. It does mention scheduling flexibility and travel for training. That's somewhat schedule-related. Might be okay to include Schedule with that content. But we need to avoid thin sections. Perhaps combine Benefits and Pay into one? But headings are predefined; we can choose to include only those with substantive content. Benefits we have decent content. Pay we have somewhat generic but still content. Schedule we have travel and scheduling flexibility. We could decide to include About the role, Responsibilities, Requirements, Skills, Benefits. Skip Pay and Schedule because they are vague. However the instruction says prefer a few substantive sections over many thin ones. So maybe we include About the role, Responsibilities, Requirements, Skills, Benefits. That's five sections. Check if we have content for Qualifications separate from Requirements? Could combine Requirements and Qualifications but we have both. Might be better to have Requirements (education/experience) and Qualifications (skills). But we already have Skills heading. So we could do Requirements (education/experience) and Skills (abilities). That matches. Thus sections: - About the role - Responsibilities - Requirements - Skills - Benefits Now we need to format. Use

    for each heading. Inside each section, use

    for prose,

    • for lists. We need to preserve all substantive info; do not invent or summarize away detail. Let's craft About the role paragraph(s): Combine the initial marketing fluff and General Function description. We'll produce maybe two paragraphs. Paragraph 1: "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." Paragraph 2: "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." That's fine. Responsibilities: list each duty as
    • . We need to ensure we keep the exact wording. Let's copy each bullet exactly as in text, preserving punctuation. List: 1. Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. 2. Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. 3. Utilize CAMP and other approved Marketing tools to proactively reach out to customers

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