Personal Banker Associate II - Westgate
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 posting.
Key content:
- Intro: "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 we can include as About the role? Probably not needed.
- General Function: description of program: Selected candidates become Retail Personal Banker II after 9 week onboarding and education program includes rotations in Operations and Sales & Service. Certification at conclusion to demonstrate skills necessary to perform role within Retail Personal Banker job family. The Retail Personal Banker II role is a sales position with primary focus on sales development and relationship building through promotion of deposits, loans, fee-based services and retention of customers. Responsible for selling a full range of banking products and services to meet existing and prospective customer's needs, while providing specialized care and service to existing and prospective bank customers. Utilize and promote consultative sales and service process, using prescribed tools and interacting with staff for referral activity. 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 a good description for About the role or Responsibilities? Could be "About the role". We'll put that in About the role
with
. - Essential Duties And Responsibilities: list of bullet points (each sentence). We'll put under
Responsibilities
with- each.
- Supervisory Responsibilities: None. Probably we can skip as no content.
- Minimum Knowledge, Skills And Abilities Required: list of bullet points. We'll put under
Requirements
(or Qualifications). The posting says Minimum Knowledge, Skills And Abilities Required. Could be Requirements. We'll useRequirements
. - Working Conditions: Normal office environment, extending viewing of computer screens, travel within affiliate for training, scheduling flexibility, travel outside affiliate for classroom training. Could be underWork Environment
but not in allowed headings. Allowed headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We could put Working Conditions under Requirements or Skills? Probably not. Could omit if not matching allowed headings. But we need to preserve all substantive information; we cannot drop content unless it's boilerplate. Working Conditions is substantive. We could place it underRequirements
as part of that list, or underSkills
. However, it's not a skill. Could create a section "Work Environment" but not allowed. The instruction: "Usefor section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It says e.g., implying those are examples, not exclusive? It says "Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." Likely they expect only those headings. It also says "Prefer a few substantive sections over many thin ones." So we should try to fit content into those categories. We have content: About the role (general function), Responsibilities (essential duties), Requirements (minimum knowledge, skills, abilities), Skills (maybe we can extract skills from requirements), Benefits (there is a paragraph about Total Rewards, base salary, benefits programs, link). Pay: there is mention of base salary reflective of range, but not specific numbers. The instruction: "never create Pay/Schedule/Benefits sections unless the posting actually states them." The posting does mention base salary and benefits, but not specific numbers. It says "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." That's stating that there is a base salary range but not giving numbers. Is that enough to create a Pay section? It states that there is a base salary, but not specific. The instruction says never emit a heading followed by filler/placeholder text (e.g., "commensurate with experience", "not specified", "N/A", "varies", "TBD"). The phrase "reflective of the range" and "will vary" is somewhat vague but not exactly placeholder like "varies". However, it's still not a concrete figure. Might be considered vague. Safer to omit Pay section because no specific numbers. Schedule: not mentioned. Benefits: The posting mentions "Our Total Rewards include comprehensive benefits and differentiated compensation offerings... 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". That's substantive: mentions benefits exist and link. So we can include Benefits section with that description. Qualifications: Could be similar to Requirements; maybe we can combine. But we have Requirements already; we could also have Qualifications for education/experience etc. But to avoid thin sections, we can put education/experience under Requirements. Skills: Could extract skills like consultative sales process, relationship building, product knowledge, marketing tools, cross-selling, relationship with business partners, meeting goals, guidance to CSRs, customer satisfaction, confidence, confidentiality, ethics, policy adherence, loan process, opening/closing, fraud mitigation, math ability, communication, appearance, etc. That's many. Could create Skills section. But we already have Responsibilities covering many of those. Skills could be separate. Given instruction to prefer few substantive sections, maybe we do About the role, Responsibilities, Requirements (including knowledge, skills, abilities, working conditions), Benefits. That's four sections. We need to ensure we don't repeat job title as heading. Not include Job ID. We need to remove boilerplate: EEO, scam warning, etc. At end there is EEO statement and agency warning. Remove those. Also remove navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. We need to preserve all substantive information. Let's extract substantive content: - General Function paragraph (first paragraph after "General Function"). - Essential Duties And Responsibilities list (each bullet). - Minimum Knowledge, Skills And Abilities Required list. - Working Conditions paragraph. - Total Rewards/Benefits paragraph. - Location: "LOCATION -- Comstock Park, Michigan 49321". That's substantive; we need to include location. Where to put? Could be under About the role as a paragraph? Or maybe we can include location in a
within About the role or separate? There's no heading for location. We could add a
after About the role: "Location: Comstock Park, Michigan 49321". That's fine. - Also note about S.A.F.E. Act registration requirement: "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." That's a requirement; include in Requirements. - Also note about "Personal Banker Associate II - Westgate" maybe a title variation; but we can ignore as it's just a location-specific title? Might be part of posting but not needed. - Also note about "Attention search firms and staffing agencies: do not submit unsolicited resumes..." that's boilerplate to remove. - Also note about EEO statement: remove. Now craft HTML. We'll have:
About the role
General Function: Selected candidates are intended to become a Retail Personal Banker II after completing a 9 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 Retail Personal Banker II role is a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers. Responsible for selling a full range of banking products and services to meet existing and prospective customer's needs, while providing specialized care and service to existing and prospective bank customers. Utilize and promote the consultative sales and service process, using the prescribed tools and interacting with the staff for referral activity. 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.
Location: Comstock Park, Michigan 49321
Responsibilities
- 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.
Requirements
- 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.