Personal Banker

We need to produce HTML fragment with sections: headings

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. The posting includes: Primary Purpose Of Job (maybe About the role). Expectations of all Southern Bank team members (maybe part of About the role). Essential Functions And Performance Areas (Responsibilities). Qualifications (Knowledge, Skills and Abilities). Education, Training And Experience Requirements (Education). Core Competencies (maybe Skills). No explicit Benefits, Pay, Schedule. So we should not include those sections. We need to preserve all substantive info, not invent. Remove boilerplate like EEO etc (none). No duplicated lines. We need to format: Use

for section headings. Use

• for any list of duties/requirements/benefits. Use

  for prose. We need to decide sections: About the role (maybe combine Primary Purpose and Expectations). Responsibilities (Essential Functions). Requirements (Education, Training And Experience). Qualifications (Knowledge, Skills and Abilities). Skills (Core Competencies). Could also combine Qualifications and Skills? But we need to follow instruction: use headings for those categories if content exists. We have content for each. We must not repeat job title as heading. No Job ID. We need to output only HTML fragment. Let's extract content. Primary Purpose Of Job: "This position is the focal point in the branch for sales, service and/or referral opportunities in support of the overall branch goals and striving to make lifelong relationships with our customers. This position services existing customers and assists customers with transactions. As part of a team, Personal Bankers will play a vital role in living our commitment to the highest ethical standards and maintain the values trusted by our customers and communities." Expectations Of All Southern Bank Team Members: paragraph about family, innovative ideas, confidentiality, etc. Let's capture that. Essential Functions And Performance Areas: a long list of duties separated by semicolons. We need to turn each into

• . Let's parse. List items: - Develops new customer relationships and/or retains and expands existing relationships by proactively identifying customer opportunities utilizing fundamentals of cross-selling to achieve personal and branch goals; - Participates in a welcoming lobby experience, working with or directing customers to an appropriate team member based upon their identified needs and encourages utilization of products when necessary; - Takes ownership of the customer experience, including opening accounts, cross-selling other products and resolving issues as appropriate; - Builds new customer relationships through frequent interactions with customers; proactively contacts customers to ensure customer satisfaction; - Proactively educates customers on utilizing available access channels; - Actively participates in business development opportunities (e.g. phone out-reach, community events or groups, meetings with local businesses) to establish visibility in the community and drive business to the branch; - Assists in resolving difficult customer situations effectively, while delivering friendly customer service and ensuring the highest level of customer satisfaction; - Maintains thorough knowledge of bank policy and procedures required, including but not limited to processing retail and commercial transactions, ATM/ITM settlement, night depository, vault cash, safe deposit, opening/closing procedures, ordering cash, and preparation of cash for shipment and receipt of cash shipment; - Maintains thorough knowledge of bank regulatory requirements included but not limited to Bank Secrecy Act, Regulation CC, Regulation E, Customer Privacy and Information Security; - Maintains proficiency in all bank products and services throughout all delivery channels including; but not limited to, deposit products and electronic services as well as loan products; - Maintains trustworthiness, character, professionalism, confidentiality and honesty in dealing with internal or external customers; - Adheres to Southern Bank Telephone Standards, supporting a favorable environment for open communication and addresses concerns or problems in an open manner; - Maintains attendance with the ability to work a schedule that may include working overtime, nights, weekends and holidays; - May be asked to assist at various branches across Southern Bank’s footprint; - Completes and performs any other duties as assigned. We need to split each bullet at semicolons that separate items; but some items have internal semicolons (like "Builds new customer relationships through frequent interactions with customers; proactively contacts customers to ensure customer satisfaction;" that's actually two sentences separated by semicolon but they belong to same bullet? The original list uses semicolons as separators between items, but also within items there are semicolons (like after "customers;" then "proactively contacts..."). This is ambiguous. Safer to treat each line separated by semicolon as separate bullet? But that would split incorrectly. Better to keep each original bullet as separated by line breaks in source? The source shows each duty ends with a semicolon and then a line break? Actually the text: "Develops new customer relationships and/or retains and expands existing relationships by proactively identifying customer opportunities utilizing fundamentals of cross-selling to achieve personal and branch goals;Participates in a welcoming lobby experience, working with or directing customers to an appropriate team member based upon their identified needs and encourages utilization of products when necessary;Takes ownership of the customer experience, including opening accounts, cross-selling other products and resolving issues as appropriate;Builds new customer relationships through frequent interactions with customers; proactively contacts customers to ensure customer satisfaction;Proactively educates customers on utilizing available access channels;Actively participates in business development opportunities (e.g. phone out-reach, community events or groups, meetings with local businesses) to establish visibility in the community and drive business to the branch;Assists in resolving difficult customer situations effectively, while delivering friendly customer service and ensuring the highest level of customer satisfaction;Maintains thorough knowledge of bank policy and procedures required, including but not limited to processing retail and commercial transactions, ATM/ITM settlement, night depository, vault cash, safe deposit, opening/closing procedures, ordering cash, and preparation of cash for shipment and receipt of cash shipment;Maintains thorough knowledge of bank regulatory requirements included but not limited to Bank Secrecy Act, Regulation CC, Regulation E, Customer Privacy and Information Security;Maintains proficiency in all bank products and services throughout all delivery channels including; but not limited to, deposit products and electronic services as well as loan products;Maintains trustworthiness, character, professionalism, confidentiality and honesty in dealing with internal or external customers;Adheres to Southern Bank Telephone Standards, supporting a favorable environment for open communication and addresses concerns or problems in an open manner; Maintains attendance with the ability to work a schedule that may include working overtime, nights, weekends and holidays; May be asked to assist at various branches across Southern Bank’s footprint; and,Completes and performs any other duties as assigned." It seems each duty ends with a semicolon, but some have internal semicolons (like "Builds new customer relationships through frequent interactions with customers; proactively contacts customers to ensure customer satisfaction;" Actually there is a semicolon after "customers;" then space then "proactively contacts...". That seems like two separate duties combined incorrectly. However we can treat each segment separated by semicolon as a duty, but that would split that into two: "Builds new customer relationships through frequent interactions with customers" and "proactively contacts customers to ensure customer satisfaction". Both are valid duties. So we can split all by semicolon and trim. That may increase number of bullets but still preserve info. Let's do that. We'll split the Essential Functions string by semicolon, then each piece becomes a
• . We'll need to strip leading/trailing spaces and maybe remove trailing "and" etc. Let's extract the string and split manually. I'll write the segments: 1. Develops new customer relationships and/or retains and expands existing relationships by proactively identifying customer opportunities utilizing fundamentals of cross-selling to achieve personal and branch goals 2. Participates in a welcoming lobby experience, working with or directing customers to an appropriate team member based upon their identified needs and encourages utilization of products when necessary 3. Takes ownership of the customer experience, including opening accounts, cross-selling other products and resolving issues as appropriate 4. Builds new customer relationships through frequent interactions with customers 5. proactively contacts customers to ensure customer satisfaction 6. Proactively educates customers on utilizing available access channels 7. Actively participates in business development opportunities (e.g. phone out-reach, community events or groups, meetings with local businesses) to establish visibility in the community and drive business to the branch 8. Assists in resolving difficult customer situations effectively, while delivering friendly customer service and ensuring the highest level of customer satisfaction 9. Maintains thorough knowledge of bank policy and procedures required, including but not limited to processing retail and commercial transactions, ATM/ITM settlement, night depository, vault cash, safe deposit, opening/closing procedures, ordering cash, and preparation of cash for shipment and receipt of cash shipment 10. Maintains thorough knowledge of bank regulatory requirements included but not limited to Bank Secrecy Act, Regulation CC, Regulation E, Customer Privacy and Information Security 11. Maintains proficiency in all bank products and services throughout all delivery channels including 12. but not limited to, deposit products and electronic services as well as loan products 13. Maintains trustworthiness, character, professionalism, confidentiality and honesty in dealing with internal or external customers 14. Adheres to Southern Bank Telephone Standards, supporting a favorable environment for open communication and addresses concerns or problems in an open manner 15. Maintains attendance with the ability to work a schedule that may include working overtime, nights, weekends and holidays 16. May be asked to assist at various branches across Southern Bank’s footprint 17. and, 18. Completes and performs any other duties as assigned We see some odd fragments: "and," as separate item due to trailing "and," before last item. We should clean: combine "and," with next item? Actually the original had "...footprint; and,Completes and performs any other duties as assigned." So after semicolon there is " and," then "Completes...". So we can treat item 16 as "May be asked to assist at various branches across Southern Bank’s footprint" and item 18 as "Completes and performs any other duties as assigned". The "and," is just conjunction; we can drop it. Also item 11 and 12 are split weirdly: "Maintains proficiency in all bank products and services throughout all delivery channels including" and "but not limited to, deposit products and electronic services as well as loan products". Should combine: "Maintains proficiency in all bank products and services throughout all delivery channels including, but not limited to, deposit products and electronic services as well as loan products". We'll combine those two. Similarly item 4 and 5: "Builds new customer relationships through frequent interactions with customers" and "proactively contacts customers to ensure customer satisfaction". Could combine as one bullet: "Builds new customer relationships through frequent interactions with customers; proactively contacts customers to ensure customer satisfaction". But we already split; we could keep as two bullets but it's okay. However to avoid redundancy, maybe combine. Given instruction to preserve all substantive information, splitting is fine as long as we don't lose meaning. Having two bullets: one about building relationships, another about proactively contacting customers. Both are valid. Now Qualifications: "KNOWLEDGE, SKILLS AND ABILITIES Demonstrated positive and helpful attitude toward both internal and external customers;Good interpersonal communication skills, including the ability to use effective communication skills, understand procedures, and speak clearly to customers, employees and supervisors;Good computer skills; and,Excellent customer service skills." We need to split by semicolon. Segments: - Demonstrated positive and helpful attitude toward both internal and external customers - Good interpersonal communication skills, including the ability to use effective communication skills, understand procedures, and speak clearly to customers, employees and supervisors - Good computer skills - and, - Excellent customer service skills Again "and," can be dropped; combine with previous? Actually it's "Good computer skills; and,Excellent customer service skills." So we can treat as two bullets: Good computer skills