Personal Banker (Float) - Coastal Region / Hazlet (Full-Time)
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. No Job ID. Remove boilerplate. Preserve all substantive info. Use - for any list of duties/requirements/benefits. Use
for prose.
We need to parse the posting.
Content:
- Intro: "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."
That's about the company, could be "About the role" or "About the company". The instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we can put an "About the role" section with that intro and position overview.
- 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 Coastal Region but will primarily be expected to travel to our branches in Hazlet, Shrewsbury, Long Branch, Rumson, and Ocean Township. There may be certain circumstances that require a Float Employee to cover staffing at any branch within the Coastal 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 can include that in About the role.
- Responsibilities: There's a big block: "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 there is a "Key Responsibilities" with subheadings: Sales, Service, Operations. Those are more detailed responsibilities. We can combine them under Responsibilities section, using
- for each bullet.
We need to extract list items.
Let's list responsibilities:
From first paragraph:
- 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
- performing customer needs-based assessments
- research and resolve account issues and/or inquiries
- promote 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
- 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
- adhere to the Bank’s Code of Ethics, Core Values, and Mission Statement
- works under general supervision
Then Key Responsibilities:
Sales:
- 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.
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
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 can combine these into a single responsibilities list, but we need to avoid duplication. Many items repeat (e.g., check cashing etc). We'll try to consolidate unique items.
Better to follow the structure: maybe separate sub-sections? But instruction only allows those specific headings; we cannot add custom headings like Sales, Service, Operations. So we must put all responsibilities under a single Responsibilities heading, using
- . We'll need to ensure we don't lose info.
We'll produce a comprehensive list.
Now Requirements / Qualifications / Skills sections.
Minimum Qualifications:
- 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
Working Conditions (maybe could go under Skills? but we have a Skills section). The posting includes "Working Conditions Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment. 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. Lifting from 5 to 25 lbs. (Coins) Prolonged sitting/standing Occasional bending or stooping (To retrieve coins from individual vault) Work is performed in a normal office environment. Noise levels are usually moderate. May also involve travel to customers and property locations."
We could put that under Skills or maybe a separate section? The allowed headings include Skills. We could put working conditions under Skills? But better to put under Skills? Actually Skills is for skills like PC skills etc. Working conditions maybe not skills. However we have no other heading for working conditions. Could we omit? The instruction: "Prefer a few substantive sections over many thin ones." We could incorporate working conditions into Requirements or Qualifications as bullet points. Probably under Requirements (or Qualifications). We'll treat them as part of Requirements.
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. 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."
Thus we have Pay and Benefits info. Also maybe Schedule? Not explicitly given besides flexible schedule. There's mention: "Ability to work a flexible schedule based upon the needs of the business" under Minimum Qualifications. Also "Willing and able to work required overtime." So we could create a Schedule section with that info. However the instruction: "never create Pay/Schedule/Benefits sections unless the posting actually states them." The posting does mention flexible schedule and overtime, so we can include Schedule.
Thus sections: About the role, Responsibilities, Requirements (maybe combine Minimum and Preferred?), Qualifications (maybe separate?), Skills, Benefits, Pay, Schedule.
But we need to avoid thin sections. We could combine Requirements and Qualifications into one? But headings are distinct. We could put Minimum Qualifications under Requirements, Preferred Qualifications under Qualifications. Skills could be separate for PC skills etc. However many of the minimum qualifications are skills; we could put them under Skills. But we need to follow instruction: Use headings exactly as given. We'll decide:
- About the role: intro + position overview.
- Responsibilities: all duties.
- Requirements: Minimum Qualifications (hard requirements).
- Qualifications: Preferred Qualifications.
- Skills: maybe PC skills, math, analytical, interpersonal etc. But many of those are already in Minimum Qualifications. To avoid duplication, we could put the skill-based items under Skills, and keep Requirements for education/experience. However the instruction says preserve ALL substantive information; we can't omit. We'll need to place each piece somewhere.
Simplify: Use Requirements for education/experience, Qualifications for preferred, Skills for skills (PC, math, analytical, interpersonal, relationship building, customer service, organizational, time management, etc). Benefits separate, Pay separate, Schedule separate.
Let's extract:
Education/Experience:
- High school diploma or GED
- Minimum of 6 months of sales and service experience in a customer facing retail environment
Preferred Qualifications:
- Prior Retail banking experience
- Life and Health Licenses to support investment program
Skills (from Minimum Qualifications):
- Strong interpersonal skills, including listening, written and verbal communication
- Ability to work a flexible schedule based upon the needs of the business (maybe schedule)
- Demonstrations positive and professional demeanor with all customers and co-workers
- 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
for prose. We need to parse the posting. Content: - Intro: "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." That's about the company, could be "About the role" or "About the company". The instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we can put an "About the role" section with that intro and position overview. - 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 Coastal Region but will primarily be expected to travel to our branches in Hazlet, Shrewsbury, Long Branch, Rumson, and Ocean Township. There may be certain circumstances that require a Float Employee to cover staffing at any branch within the Coastal 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 can include that in About the role. - Responsibilities: There's a big block: "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 there is a "Key Responsibilities" with subheadings: Sales, Service, Operations. Those are more detailed responsibilities. We can combine them under Responsibilities section, using
- for each bullet.
We need to extract list items.
Let's list responsibilities:
From first paragraph:
- 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
- performing customer needs-based assessments
- research and resolve account issues and/or inquiries
- promote 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
- 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
- adhere to the Bank’s Code of Ethics, Core Values, and Mission Statement
- works under general supervision
Then Key Responsibilities:
Sales:
- 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.
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
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 can combine these into a single responsibilities list, but we need to avoid duplication. Many items repeat (e.g., check cashing etc). We'll try to consolidate unique items.
Better to follow the structure: maybe separate sub-sections? But instruction only allows those specific headings; we cannot add custom headings like Sales, Service, Operations. So we must put all responsibilities under a single Responsibilities heading, using
- . We'll need to ensure we don't lose info. We'll produce a comprehensive list. Now Requirements / Qualifications / Skills sections. Minimum Qualifications: - 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 Working Conditions (maybe could go under Skills? but we have a Skills section). The posting includes "Working Conditions Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment. 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. Lifting from 5 to 25 lbs. (Coins) Prolonged sitting/standing Occasional bending or stooping (To retrieve coins from individual vault) Work is performed in a normal office environment. Noise levels are usually moderate. May also involve travel to customers and property locations." We could put that under Skills or maybe a separate section? The allowed headings include Skills. We could put working conditions under Skills? But better to put under Skills? Actually Skills is for skills like PC skills etc. Working conditions maybe not skills. However we have no other heading for working conditions. Could we omit? The instruction: "Prefer a few substantive sections over many thin ones." We could incorporate working conditions into Requirements or Qualifications as bullet points. Probably under Requirements (or Qualifications). We'll treat them as part of Requirements. 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. 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." Thus we have Pay and Benefits info. Also maybe Schedule? Not explicitly given besides flexible schedule. There's mention: "Ability to work a flexible schedule based upon the needs of the business" under Minimum Qualifications. Also "Willing and able to work required overtime." So we could create a Schedule section with that info. However the instruction: "never create Pay/Schedule/Benefits sections unless the posting actually states them." The posting does mention flexible schedule and overtime, so we can include Schedule. Thus sections: About the role, Responsibilities, Requirements (maybe combine Minimum and Preferred?), Qualifications (maybe separate?), Skills, Benefits, Pay, Schedule. But we need to avoid thin sections. We could combine Requirements and Qualifications into one? But headings are distinct. We could put Minimum Qualifications under Requirements, Preferred Qualifications under Qualifications. Skills could be separate for PC skills etc. However many of the minimum qualifications are skills; we could put them under Skills. But we need to follow instruction: Use headings exactly as given. We'll decide: - About the role: intro + position overview. - Responsibilities: all duties. - Requirements: Minimum Qualifications (hard requirements). - Qualifications: Preferred Qualifications. - Skills: maybe PC skills, math, analytical, interpersonal etc. But many of those are already in Minimum Qualifications. To avoid duplication, we could put the skill-based items under Skills, and keep Requirements for education/experience. However the instruction says preserve ALL substantive information; we can't omit. We'll need to place each piece somewhere. Simplify: Use Requirements for education/experience, Qualifications for preferred, Skills for skills (PC, math, analytical, interpersonal, relationship building, customer service, organizational, time management, etc). Benefits separate, Pay separate, Schedule separate. Let's extract: Education/Experience: - High school diploma or GED - Minimum of 6 months of sales and service experience in a customer facing retail environment Preferred Qualifications: - Prior Retail banking experience - Life and Health Licenses to support investment program Skills (from Minimum Qualifications): - Strong interpersonal skills, including listening, written and verbal communication - Ability to work a flexible schedule based upon the needs of the business (maybe schedule) - Demonstrations positive and professional demeanor with all customers and co-workers - 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