Personal Banker (Float) - Central NJ/PA / Flemington (Full-Time)
About the role
with paragraphs. - Responsibilities: There's a big list of responsibilities. We'll putResponsibilities
with- items. Need to capture all responsibilities without summarizing away detail. The posting includes many bullet-like sentences. We'll need to extract each distinct responsibility.
Let's list responsibilities from text:
From "Position Overview": "As a Personal Banker at Provident Bank, your primary role is to establish relationships with customers and prospective customers to understand, identify and satisfy their financial needs and to provide a positive customer experience while conducting transactions during every branch interaction. As a Float, this individual will be assigned to the Central NJ/PA Region but will primarily be expected to travel to our branches in Flemington, Doylestown, Newtown, Bridgewater, and Somerville. There may be certain circumstances that require a Float Employee to cover staffing at any branch within the Central NJ/PA Region. The Personal Banker position is a dynamic position that performs both transaction and sales and service duties. The responsibilities may vary day to day based on the needs of the branch office."
Then: "Responsibilities include responding to customer needs by processing a variety of financial transactions, including but not limited to opening accounts, cross-selling, tele-consulting, developing relationships through a book of business, servicing accounts, check cashing, withdrawals, deposits, loan payments, greeting customers, and performing customer needs-based assessments."
"The Personal Banker may also research and resolve account issues and/or inquiries and promote organizational products and services by referring current or prospective customers to other departments within the organization."
"This position is responsible for meeting sales expectations, which include deposit, loan and revenue expectations, generating sales and referrals as well as managing and balancing cash drawers."
"Responsibilities also include assisting the Assistant Branch Manager with daily branch responsibilities and processes, end of day functions, and reporting according to branch tasks, policies and procedures."
"This position may be eligible to obtain Life and Health Licensing."
"All Provident Bank employees are expected to adhere to the Bank’s Code of Ethics, Core Values, and Mission Statement."
"Works under general supervision."
Then later under "Key Responsibilities" they have subheadings: Sales, Service, Operations.
Under Sales: bullet list:
- Meet sales referrals and cross-selling goals by knowing the features and benefits of all products and services to satisfy the needs of the customers
- Promotes bank products, refer or resolve customer inquiries concerning accounts or other banking services
- Actively refers customers for commercial products or services to branch manager, market manager, or appropriate business partner
- Exceed customer expectations through active engagement, commitment and dedication to servicing and building customer relationships
- Advance the Bank's Corporate Sales Program through the consultative need’s assessments of customers, developing new relationships, expanding existing ones and is responsible for managing and growing a book-of-business.
Under Service:
- Identify opportunities with customers and prospective customers through lobby management.
- Assist customers and prospective customers with digital technologies and provide referrals to other lines of business.
- Helps maintain cost efficiency to achieve goals of the branch; assures quality of customer service and adherence to sales and brand standards
- Responsible for sales and service
- Execute expectations for a positive customer service experience
Under Operations:
- Ensures operational and financial safety and soundness in accordance with Bank’s policies, compliance, and applicable laws and regulations
- Leverages lobby management as a tool for controlling and mitigating risk
- Establishes customer identity according to guidelines and adheres to all other compliance procedures
- Assists branch management with branch operations as needed
- Performs transactions including but not limited to check cashing, withdrawals, deposits and loan payments
- Prepares and/or completes Currency Transaction Reports and Suspicious Activity Forms (CTR/SAF) for appropriate transactions
- Assists in training other branch employees
- Provides support to the contact center when there are high call volumes
- Handles customer inquiries by telephone
- Provides access to safe deposit boxes
We need to include all these as list items under Responsibilities. Could also separate sub-sections but instruction says use
for section headings and
- for any list of duties/requirements/benefits. So we can have one Responsibilities section with a big
- containing all items. That's fine.
Now Requirements/Qualifications: There's Minimum Qualifications and Preferred Qualifications. Also "Key Responsibilities" already covered. We'll combine Minimum and Preferred into Requirements/Qualifications? Could have separate sections: Requirements and Preferred Qualifications. But instruction: prefer few substantive sections over many thin ones. Could combine into one "Requirements" section with both minimum and preferred. But we need to preserve all info. We'll list Minimum Qualifications as
- . Need to include all items from earlier lists. Let's compile list: From overview responsibilities (first paragraph after overview): - responding to customer needs by processing a variety of financial transactions, including but not limited to opening accounts, cross-selling, tele-consulting, developing relationships through a book of business, servicing accounts, check cashing, withdrawals, deposits, loan payments, greeting customers, and performing customer needs-based assessments. - researching and resolving account issues and/or inquiries and promoting organizational products and services by referring current or prospective customers to other departments within the organization. - meeting sales expectations, which include deposit, loan and revenue expectations, generating sales and referrals as well as managing and balancing cash drawers. - assisting the Assistant Branch Manager with daily branch responsibilities and processes, end of day functions, and reporting according to branch tasks, policies and procedures. - may be eligible to obtain Life and Health Licensing. - adher
- items, then Preferred Qualifications as another
- maybe under same heading? Could do two
- under same heading. That's okay.
Minimum Qualifications list:
- High school diploma or GED
- Minimum of 6 months of sales and service experience in a customer facing retail environment
- Strong interpersonal skills, including listening, written and verbal communication
- Ability to work a flexible schedule based upon the needs of the business
- Demonstrations positive and professional demeanor with all customers and co-workers (typo but keep)
- Strong math and analytical skills
- Understand and adhere to safety and security practices
- Demonstrate and apply good relationship building skills
- Proficient at establishing strong connections with customers and prospective customers through consultative conversations affording presentations of sales opportunities
- Strong customer service/advocacy skills
- Strong organizational and time management skills
- Strong PC skills. Ability to quickly learn various computer programs, including Microsoft office
- Required to register as a mortgage loan originator with the NMLS prior to being allowed to take mortgage loan applications, negotiate or extend terms of a mortgage or other loan secured by a residence.
Preferred Qualifications:
- Prior Retail banking experience
- Life and Health Licenses to support investment program
Now Skills: Could be covered under qualifications but we could have a Skills section extracting skills like interpersonal, communication, math, PC, etc. But we already have them in qualifications; maybe we don't need separate Skills. The instruction: prefer few substantive sections. So we can skip Skills.
Benefits: The posting includes benefits details: "Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank’s Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans."
We'll put Benefits section with
- .
Pay: The posting includes Pay Details: "$18.41 - $23.03 Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs. This role is incentive eligible based upon company, business, and/or individual goal achievement and performance."
We need to include Pay section only if posting actually states them. Yes, they state pay range. So include
Pay
withcontaining that text. Schedule: The posting mentions schedule? There's "Ability to work a flexible schedule based upon the needs of the business" under qualifications. Also "Willing and able to work required overtime." Under Working Conditions: "Willing and able to work required overtime. Willing and able to travel to other locations/branches. Must be flexible and demonstrate the ability to adapt to new job locations and reassignments as directed." There's no explicit schedule like full-time/part-time or shift. The instruction: never create Pay/Schedule/Benefits sections unless the posting actually states them. Schedule is not explicitly stated as a schedule (e.g., full-time, Monday-Friday). There's mention of flexible schedule, overtime, travel. Could we consider that as schedule content? The instruction says "never create Pay/Schedule/Benefits sections unless the posting actually states them." It doesn't define what constitutes stating schedule. The posting does mention schedule flexibility and overtime, which is schedule-related. I'd argue we can include a Schedule section with that info. However, to be safe, maybe we should not create a Schedule section because they didn't explicitly state e.g., "Full-time, 40 hours per week". The phrase "Ability to work a flexible schedule based upon the needs of the business" is schedule-related. I'd include Schedule section with that info. But we also have Working Conditions section maybe not required. The instruction only mentions specific headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we should not add Working Conditions as a heading. We'll incorporate relevant info into other sections: travel requirement could go under Responsibilities? Actually travel is part of role overview. We could include in About the role. Thus sections: About the role, Responsibilities, Requirements (maybe combine Minimum and Preferred), Benefits, Pay, Schedule. We need to avoid repeating job title as heading. Not include Job ID etc. Now produce HTML fragment. We'll need to escape any HTML special characters? The text includes apostrophes, etc. It's fine. Let's craft. About the role: combine overview paragraphs. Paragraph 1: "How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania, and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees’ experience." Paragraph 2: "Position Overview As a Personal Banker at Provident Bank, your primary role is to establish relationships with customers and prospective customers to understand, identify and satisfy their financial needs and to provide a positive customer experience while conducting transactions during every branch interaction. As a Float, this individual will be assigned to the Central NJ/PA Region but will primarily be expected to travel to our branches in Flemington, Doylestown, Newtown, Bridgewater, and Somerville. There may be certain circumstances that require a Float Employee to cover staffing at any branch within the Central NJ/PA Region. The Personal Banker position is a dynamic position that performs both transaction and sales and service duties. The responsibilities may vary day to day based on the needs of the branch office." We could keep as two paragraphs. Now Responsibilities: We'll create a
- with each responsibility as
- for any list of duties/requirements/benefits. So we can have one Responsibilities section with a big