Jobs · Customer Service · Washington

Personal Banker

1st Security Bank of Washington · Edmonds, WA · 1 mo ago
Customer Service$22–$30/hrFull-time
We need to output HTML fragment with sections: About the role? The posting includes POSITION SUMMARY, ESSENTIAL DUTIES AND RESPONSIBILITIES, BENEFITS AND PERKS, OUR CORE VALUES, EDUCATION and/or EXPERIENCE, COMPUTER SKILLS, PHYSICAL DEMANDS AND WORK ENVIRONMENT, Salary. We need to use

for section headings (e.g., About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). However we can adapt headings to match content: "About the role" could correspond to POSITION SUMMARY. "Responsibilities" for ESSENTIAL DUTIES AND RESPONSIBILITIES. "Requirements" maybe for EDUCATION and/or EXPERIENCE? "Qualifications" maybe for COMPUTER SKILLS? "Skills" maybe for core values? But we should follow instruction: Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It says use those as examples, but we can use other headings? It says use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Likely they expect we use those headings where appropriate. But we must only include a section when posting has real, specific content for it. So we need to map content to those headings. We have: - About the role: POSITION SUMMARY (makes sense) - Responsibilities: ESSENTIAL DUTIES AND RESPONSIBILITIES - Requirements: EDUCATION and/or EXPERIENCE (maybe also bondable etc.) - Qualifications: maybe COMPUTER SKILLS? Or could be "Qualifications" for required knowledge (regulations, bondable). But we have "EDUCATION and/or EXPERIENCE" as requirements; "COMPUTER SKILLS" as skills; "PHYSICAL DEMANDS AND WORK ENVIRONMENT" maybe not needed as separate heading unless we have a specific heading like "Work Environment"? Not in list. Could omit if not matching. - Skills: maybe core values? But core values are more about culture. Could be "Skills" for required skills like communication, multitasking etc. However those are in responsibilities. Might be better to have "Skills" for computer skills and maybe other skill sets. - Benefits: BENEFITS AND PERKS - Pay: Salary line - Schedule: not provided, so omit. We must not repeat job title as heading. No Job ID. We must remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, application instructions. At end there is "Equal Opportunity Employer ..." which is boilerplate; remove. Also remove "A GREAT PLACE TO WORK AND BANKJoin our team!" maybe that's marketing but could be part of About the role? It's fluff but maybe we keep as part of About the role? It's not substantive? It's generic. Might be considered boilerplate? It's marketing but could be kept as part of About the role? The instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. This marketing fluff is not explicitly listed, but we should preserve ALL substantive information; do not invent or summarize away detail. The marketing fluff is not essential but it's part of the posting. Might be considered not boilerplate; but it's vague. I'd keep it as part of About the role. We need to output only HTML fragment, no /, no markdown fences. Thus produce something like:

About the role

...

Then

Responsibilities

  • ...
Then

Requirements

  • ...
Then

Skills

  • ...
(maybe computer skills) Then

Benefits

  • ...
Then

Pay

Salary: $22.00 to $30.00 per hour.

We must ensure we preserve all substantive information. Let's extract content. About the role (POSITION SUMMARY): The paragraph: "A Personal Banker is responsible for selling a full range of banking services and products with an emphasis on growing customer relationships and is actively engaged in outside business development. This position has primary responsibility for sales and service delivery. The position requires exceptional customer service and problem-solving skills. The Personal Banker position actively participates in sales efforts and campaigns and customer service opportunities. Business development is also a primary focus and the Personal Banker must be able to manage time proficiently, make calls and maintain an active business pipeline." Also preceding marketing fluff: "A GREAT PLACE TO WORK AND BANKJoin our team! 1st Security Bank team members deliver service that "WOWs" each other and our customers. We value relationships, teamwork, community, and professional growth in a safe, friendly, and progressive workplace. We celebrate diversity and support equality for all. If you share these core values and are committed to career excellence, let us help you reach your dreams!If you are the type of individual that would enjoy working at one of the Puget Sound's Best Places to Work for 10 years in a row and focuses on providing an exceptional client experience, then 1st Security Bank is the place for you. 1st Security Bank was named a bronze medal winner in its class in the Puget Sound Business Journal's Best Workplaces contest in its first year nominated and is also consistently rated a 5-star Bank in Washington State by Bauer Financial, an independent bank rating firm." We could include that as part of About the role. It's substantive about company culture. Keep. Responsibilities: list of duties from "ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:" then each bullet starting with "Must adhere..." etc. We need to extract each line as list item. Let's list them: - Must adhere to the Core Values of 1st Security Bank and demonstrate dependability and reliability in all aspects of the position - Understands and promotes the Bank’s Customer Service Protocols in daily branch operations - Self-starter that can work under minimal supervision - Ability to multitask and prioritize job responsibilities as required while maintaining organization - Excellent and professional oral and written communication skills and follow-up when corresponding with employees and customers - Ability to identify weaknesses in current bank processes to improve operational efficiency and the customer experience - Must know the features and benefits of 1st Security’s products and services - Required to be fully knowledgeable and skilled in the areas of teller, vault and safe deposit box to support and back-up the team when needed - Appropriately uses open ended profiling questions during each customer interaction and recommends appropriate bank products and services - Demonstrates an excellent ability to “ask for the business” and to “close the sale” - Consistently documents appropriate customer information in a timely basis in Bank’ system of record - Opens new accounts for consumers and business customers in strict accordance with bank’s policies and procedures, including, but not limited to the Customer Information Program (CIP) and Bank Secrecy Act (BSA) - Appropriately cross-sells additional bank’s products and services - Actively maintains a business development pipeline - Appropriately refers prospects to other bank partners (e.g. Home Lending, Community and Business Banking, Commercial) - Participates in the bank’s Community Reinvestment Act (CRA) activities and community event sponsorship efforts - Researches and resolves customer complaints when necessary - Takes action to connect with customers in a way that promotes 1st Security Bank - Achieves monthly sales, profile and outbound call goals - May be called on to be the supervisor on the team in the absence of management - Takes responsibility for learning and growth opportunities using the Branch Development Plan - Participates in branch operational and audit activities as assigned - Follows appropriate steps to ensure branch security - Travels to assigned 1st Security Bank locations as business needs require - Supports management decisions and goals in a positive, professional manner and always represents the bank with a high level of integrity - Performs other duties as assigned That's many items. Requirements: EDUCATION and/or EXPERIENCE section: "High school diploma or equivalent and at least two years experience in a sales role within a financial institution Basic Knowledge of all applicable Regulations that pertain to this position is required Knowledge of the Bank Secrecy Act and Anti-Money Laundering policies, procedures and related programs Must be bondable" We could also include "Must be bondable" as requirement. Skills: COMPUTER SKILLS: "To perform this job successfully, an individual should be proficient in Microsoft Office Products and other Database software." Also maybe include "Ability to multitask..." but that's in responsibilities. We'll keep computer skills. Benefits: BENEFITS AND PERKS list: - Full medical, dental, and vision coverage for individual or family plan. - Life insurance. - Long-term disability insurance. - 401K matching program. - Paid sick and vacation time. Pay: Salary line: "Salary: $22.00 to $30.00 per hour." Schedule: none. We also have OUR CORE VALUES list; could be included under "About the role" or maybe as separate "Skills"? But core values are more about culture; we could incorporate into About the role paragraph. However we have already a lot in About the role; we could add a separate section for "Core Values" but not in allowed headings list. The instruction says use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but says use those as examples. Safer to stick to those headings. We could incorporate core values into About the role. Also PHYSICAL DEMANDS AND WORK ENVIRONMENT: we could omit as no matching heading; but it's substantive. Could we put under "Skills"? Not really. Could we create a "Work Environment" heading? Not in list but maybe allowed as it's not prohibited. The instruction: "Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It implies we should use those headings for sections; but not strictly limited. However to be safe, we could include a section "Work Environment" as

Work Environment

if we think it's needed. But the instruction says "include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text". It does not forbid other headings. So we could add Work Environment. But the examples list includes those typical headings; they might expect us to use those. However we have physical demands content; we could incorporate into "About the role" or "Skills"? Not ideal. Perhaps better to add a "Work Environment" section. Similarly, we have "OUR CORE VALUES" list; we could add a "Culture" or "Values" section. But not in examples. Could incorporate into About the role. Given the instruction to prefer a few substantive sections over many thin ones, we should try to keep sections few. So we can merge core values into About the role, and physical demands into About the role or maybe a separate "Work Environment" but that would increase sections. Let's merge physical demands into About the role as well? Might be too long but okay. Thus we will have sections: About the role, Responsibilities, Requirements, Skills, Benefits, Pay. Now we need to ensure we preserve all substantive

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