Personal Banker

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 boilerplate, no EEO, etc. Must not include sections with filler like "commensurate with experience". Must not create Pay/Schedule/Benefits unless posting actually states them. The posting includes "Compensation And Benefits" with pay range and incentive compensation, and a link to benefits list. So we have Pay and Benefits content. Schedule? Not mentioned explicitly except "Work on Saturdays as directed by management." That's schedule info. So we can include Schedule section with that detail. Also maybe "Work Location Category Branch" but that's not a heading; we can include location in About the role or maybe a short p. The location is given at top: "Location: 6220 Eastlake Sammamish Parkway - Issaquah, Washington 98029". We can include that in a short p under About the role or separate? Probably include in About the role as a paragraph. We need sections: About the role (job summary), Responsibilities (Essential Functions), Requirements (Education, Work Experience, Licenses and Certifications?), Qualifications (maybe overlapping with Requirements? But we need to decide. The instruction: Use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We should map content accordingly. We have: - About the role: Job Summary paragraph. - Responsibilities: Essential Functions list. - Requirements: Education, Work Experience, Licenses and Certifications (maybe required). Also maybe "Working knowledge of PCs", "digital technology", etc. Those could be under Requirements or Qualifications. We'll split: Requirements: Education, Work Experience, Licenses and Certifications (Notary License preferred). Qualifications: Understanding of consumer credit, foundational knowledge of sales and service techniques, comfort with small business, demonstrated experience influencing business partners, working knowledge of PCs, digital technology, etc. But we need to avoid duplication. Let's parse the posting: Education: High School Diploma, GED or equivalent business experience (required) or Bachelor's Degree (preferred) Work Experience: 1+ years Experience in developing current and new customer relationships, achieving sales goals, and building referral sources. Experience with sales is more important than financial services experience. (required) Understanding of consumer credit - including loan to value, debt to income and credit reports. (required) Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking. (required) Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred) Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required) Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required) Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required) Licenses and Certifications Notary License (preferred) Then Skills section: list of skills. Thus we can map: - Requirements: Education, Work Experience (maybe combine with qualifications?), but we need to avoid duplication. Perhaps Requirements: Education, Work Experience (including the 1+ years experience). Qualifications: the specific knowledge/skills listed under Work Experience (consumer credit, sales techniques, small business, influencing partners, PC knowledge, digital tech). Licenses and Certifications could be under Requirements or Qualifications; but we can put under Requirements as well. - Skills: the list under Skills. - Benefits: mention "This position is eligible to earn a base hourly rate in the range of $20.67 - $31.25 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible." So we have Pay and Benefits. We need separate Pay and Benefits sections if content exists. Pay: base hourly rate range and incentive compensation. Benefits: link to benefits list (we can mention that benefits details are available via link). Since we cannot invent details, we just note that benefits info is available via link. - Schedule: "Work on Saturdays as directed by management." Also maybe "Work Location Category Branch" but not schedule. We'll include schedule note. - About the role: Job Summary paragraph. - Responsibilities: Essential Functions list (multiple bullet points). We'll turn each sentence into

. We must not include boilerplate like EEO, etc. Also must not include "Job Posting Expiration Date". Also must not include "KeyCorp is an Equal Opportunity Employer..." etc. We must preserve all substantive information; we must not invent or summarize away detail. So we need to keep all details from the sections we include. Let's extract the essential functions list: "Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially." "Listen for clues for financial wellness opportunities during in-person and over the phone client conversations and provide effective and customized financial wellness recommendations to clients." "Consistently attains individual activity, behavior, and outcome goals and expectations." "Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.)." "Developing strong partnerships with branch teammates and line of business partners – focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence." "Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions." "Support of branch operations including assisting with client transactions on the Teller line as needed." "Participate in and occasionally facilitate in-person morning huddles and end of day debriefs." "Work on Saturdays as directed by management." "Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice" "Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key." We need to keep all these. Some are sentences; we can make each a list item. Now Education: "High School Diploma , GED or equivalent business experience (required) or Bachelor's Degree (preferred)" Note there is a space before comma; we can keep as is. Work Experience: "1+ years Experience in developing current and new customer relationships, achieving sales goals, and building referral sources. Experience with sales is more important than financial services experience. (required) Understanding of consumer credit - including loan to value, debt to income and credit reports. (required) Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking. (required) Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred) Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required) Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required) Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required)" We need to split into Requirements and Qualifications. Let's decide: Requirements: Education, Work Experience (the base 1+ years experience), Licenses and Certifications (Notary License preferred). Possibly also include "Working knowledge of PCs" and "digital technology" as requirements? But they are listed under Work Experience as required. Could put them under Qualifications. To avoid duplication, we can put the core experience under Requirements, and the specific knowledge/skills under Qualifications. Thus: Requirements: - Education: High School Diploma, GED or equivalent business experience (required) or Bachelor's Degree (preferred) - Work Experience: 1+ years Experience in developing current and new customer relationships, achieving sales goals, and building referral sources. Experience with sales is more important than financial services experience. (required) - Licenses and Certifications: Notary License (preferred) Qualifications: - Understanding of consumer credit - including loan to value, debt to income and credit reports. (required) - Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking. (required) - Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred) - Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required) - Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required) - Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required) Skills: list from Skills section: "Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with clients and transactions." "Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients’ financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts." "Strong work ethic and high level of integrity." "Excellent time management skills." "Building and nurturing relationships with clients including identifying potential clients, engaging with them to understand their needs, and developing strategies to convert them into long-term clients. It also includes deepening relationships with existing clients by offering additional products and services that meet their evolving needs." "Being attentive to client needs, resolving issues promptly, and ensuring a positive banking experience. Excellent client service helps build trust and encourages clients to continue banking with KeyBank." "Ability to evaluate financial information to understand clients' financial health, identify investment opportunities, and recommend strategies." "Understanding and managing risks associated with banking operations and client transactions." "Strong verbal and non-verbal communication skills to understand clients' needs and recommend appropriate banking products and services." "Accurate and efficient handling of cash transactions." We need to keep each as list item. Pay: "This position is eligible to earn a base hourly rate in the range of $20.67 - $31.25 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives." Benefits: "Please click here for a list of benefits for which this position is eligible." We can keep that sentence. Schedule: "Work on Saturdays as directed by management." We also have location; we can include in About the role as a paragraph: "Location: 6220 Eastlake Sammamish Parkway - Issaquah, Washington 98029". Or we could make a short p. Now we must not include any heading with empty content. Ensure each heading has content. We'll output HTML fragment:

About the role

Location: 6220 Eastlake Sammamish Parkway - Issaquah, Washington 98029

[Job Summary paragraph]

Job Summary paragraph: "Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part