Personal Banker (Float) - East Region / Woodbridge (Full-Time)
Provident Bank · Woodbridge, NJ · 1 mo ago
Sales$18.41–$23.03/hrFull-time
We need to output HTML fragment with sections: About the role? The posting includes intro paragraphs about Provident Bank, then Position Overview, Responsibilities (with subcategories), Minimum Qualifications, Preferred Qualifications, Working Conditions, Pay Details, Benefits (team members accrue PTO, holiday, health benefits, etc). Also mention schedule? Not explicit schedule but mention flexible schedule, overtime, travel. The instruction: include a section ONLY when posting has real, specific content for it. So we can have sections: About the role (maybe from Position Overview), Responsibilities (list), Requirements (maybe combine Minimum Qualifications and Preferred Qualifications?), Benefits, Pay, Schedule (if we have schedule info: flexible schedule, overtime, travel). We need to use for section headings. Use
for section headings. Use - for any list of duties/requirements/benefits. Use
for prose. Do NOT repeat job title as heading. Do NOT put Job ID/requisition numbers as headings (none). Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning. The posting includes EEO statement at end; we must remove that. Also remove duplicated lines. Preserve all substantive info.
We need to decide sections:
- About the role: could be the Position Overview paragraph(s). Provide a
with that content.
- Responsibilities: we have many responsibilities listed, with subheadings Sales, Service, Operations. Could combine into a single
with items, or separate subsections? The instruction: use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have Responsibilities
then a with items. Could also include subheadings inside? Not required; just need to output HTML fragment. Probably better to keep as a single list.
- Requirements/Qualifications: we have Minimum Qualifications and Preferred Qualifications. Could combine into Requirements section with for minimum and maybe separate? But we can have Requirements
then with items (both minimum and preferred). Or separate into Minimum Qualifications and Preferred Qualifications as subheadings? The instruction only lists certain headings; we can use others? It says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It implies we can use those headings; we could also use Qualifications. Probably better to have Requirements for minimum, and Preferred Qualifications as a separate section? But we need to avoid thin sections. Could combine both into Requirements with note "Preferred: ..." but that may lose detail. Better to have two sections: Requirements (minimum) and Preferred Qualifications. Both are valid headings from the list (Requirements, Qualifications). So we can have Requirements
for minimum, and Qualifications
for preferred.
- Benefits: we have PTO, holiday, health plans, 401k, disability, EAP, life insurance, tuition disbursement, loan repayment, voluntary benefits. That's substantive.
- Pay: we have Pay Details $18.41 - $23.03 plus note about base pay may vary, incentive eligible. So we need Pay section.
- Schedule: we have flexible schedule based upon needs of the business, willing to work required overtime, willing and able to travel to other locations/branches, must be flexible and demonstrate ability to adapt to new job locations and reassignments as directed. So we can have Schedule section.
We must not include sections with filler like "commensurate with experience". We have actual content.
We must not include duplicated lines. Ensure we preserve all substantive info.
We need to strip out boilerplate: The EEO statement at end, also maybe the line "This job description may not be all-inclusive..." is not boilerplate? It's generic but maybe considered boilerplate? It's about job description modifications; could be considered boilerplate but it's substantive? It's a standard disclaimer; but instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. The line about job description may not be all-inclusive is legal boilerplate; likely remove. Also the lines about Provident Bank recognizes and supports importance of creating a socially and culturally diverse employee base... that's EEO/diversity statement; remove. Also the equal opportunity employer statement at end; remove.
Also remove "Works under general supervision." maybe keep? It's part of responsibilities? It's a statement; could keep in About the role? Might be considered boilerplate but it's about supervision; maybe keep as part of responsibilities? It's not a list; we can keep as a prose sentence in About the role or Responsibilities. I'd keep it in About the role.
Also remove "All Provident Bank employees are expected to adhere to the Bank’s Code of Ethics, Core Values, and Mission Statement." That's boilerplate? Could be considered policy; but it's substantive about expectations. Might keep? It's not a list; could be part of About the role. I'd keep.
Now craft HTML.
Structure:
About the role
... (position overview paragraph(s) plus maybe some sentences about works under general supervision, adherence to code of ethics).
Responsibilities
- ... each responsibility item.
We need to break down responsibilities into items. The posting lists many responsibilities in paragraphs; we need to extract each distinct duty.
Let's parse:
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 East Jersey Region but will primarily be expected to travel to our branches in Woodbridge, Perth Amboy, Iselin, Edison, Metuchen, and Highland Park. There may be certain circumstances that require a Float Employee to cover staffing at any branch within the East Jersey 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."
Then under Key Responsibilities: sections Sales, Service, Operations each with bullet-like sentences.
We need to combine all into a list.
Let's extract each distinct responsibility:
- Establish relationships with customers and prospective customers to understand, identify and satisfy their financial needs.
- Provide a positive customer experience while conducting transactions during every branch interaction.
- As a Float, travel to branches in Woodbridge, Perth Amboy, Iselin, Edison, Metuchen, and Highland Park; may cover staffing at any branch within East Jersey Region as needed.
- Perform both transaction and sales and service duties (dynamic role).
- Respond to customer needs by processing a variety of financial transactions: 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.
- Meet sales expectations: deposit, loan, revenue expectations; generate sales and referrals; manage and balance cash drawers.
- Assist Assistant Branch Manager with daily branch responsibilities and processes, end of day functions, reporting according to branch tasks, policies and procedures.
- May be eligible to obtain Life and Health Licensing.
- Sales: Meet sales referrals and cross-selling goals by knowing features and benefits of all products and services to satisfy customer needs.
- Promote bank products, refer or resolve customer inquiries concerning accounts or other banking services.
- Actively refer 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 consultative needs assessments of customers, developing new relationships, expanding existing ones, 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.
- Help maintain cost efficiency to achieve branch goals; assure quality of customer service and adherence to sales and brand standards.
- Responsible for sales and service (maybe duplicate).
- Execute expectations for a positive customer service experience.
- Operations: Ensure operational and financial safety and soundness in accordance with Bank’s policies, compliance, and applicable laws and regulations.
- Leverage lobby management as a tool for controlling and mitigating risk.
- Establish customer identity according to guidelines and adhere to all other compliance procedures.
- Assist branch management with branch operations as needed.
- Perform transactions including but not limited to check cashing, withdrawals, deposits and loan payments.
- Prepare and/or complete Currency Transaction Reports and Suspicious Activity Forms (CTR/SAF) for appropriate transactions.
- Assist in training other branch employees.
- Provide support to the contact center when there are high call volumes.
- Handle customer inquiries by telephone.
- Provide access to safe deposit boxes.
We need to avoid duplication; some items appear multiple times (e.g., performing transactions, sales and service). We'll deduplicate.
Now 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: "Demonstrations" maybe "Demonstrate")
- 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:
- 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.
Pay Details:
- $18.41 - $23.03
- Base pay may vary based upon candidate's skills and experience, job-related knowledge, education
for prose. Do NOT repeat job title as heading. Do NOT put Job ID/requisition numbers as headings (none). Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning. The posting includes EEO statement at end; we must remove that. Also remove duplicated lines. Preserve all substantive info. We need to decide sections: - About the role: could be the Position Overview paragraph(s). Provide a
with that content. - Responsibilities: we have many responsibilities listed, with subheadings Sales, Service, Operations. Could combine into a single
- with items, or separate subsections? The instruction: use
- ... each responsibility item.
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have Responsibilities
then a with items. Could also include subheadings inside? Not required; just need to output HTML fragment. Probably better to keep as a single list.
- Requirements/Qualifications: we have Minimum Qualifications and Preferred Qualifications. Could combine into Requirements section with for minimum and maybe separate? But we can have Requirements
then with items (both minimum and preferred). Or separate into Minimum Qualifications and Preferred Qualifications as subheadings? The instruction only lists certain headings; we can use others? It says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It implies we can use those headings; we could also use Qualifications. Probably better to have Requirements for minimum, and Preferred Qualifications as a separate section? But we need to avoid thin sections. Could combine both into Requirements with note "Preferred: ..." but that may lose detail. Better to have two sections: Requirements (minimum) and Preferred Qualifications. Both are valid headings from the list (Requirements, Qualifications). So we can have Requirements
for minimum, and Qualifications
for preferred.
- Benefits: we have PTO, holiday, health plans, 401k, disability, EAP, life insurance, tuition disbursement, loan repayment, voluntary benefits. That's substantive.
- Pay: we have Pay Details $18.41 - $23.03 plus note about base pay may vary, incentive eligible. So we need Pay section.
- Schedule: we have flexible schedule based upon needs of the business, willing to work required overtime, willing and able to travel to other locations/branches, must be flexible and demonstrate ability to adapt to new job locations and reassignments as directed. So we can have Schedule section.
We must not include sections with filler like "commensurate with experience". We have actual content.
We must not include duplicated lines. Ensure we preserve all substantive info.
We need to strip out boilerplate: The EEO statement at end, also maybe the line "This job description may not be all-inclusive..." is not boilerplate? It's generic but maybe considered boilerplate? It's about job description modifications; could be considered boilerplate but it's substantive? It's a standard disclaimer; but instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. The line about job description may not be all-inclusive is legal boilerplate; likely remove. Also the lines about Provident Bank recognizes and supports importance of creating a socially and culturally diverse employee base... that's EEO/diversity statement; remove. Also the equal opportunity employer statement at end; remove.
Also remove "Works under general supervision." maybe keep? It's part of responsibilities? It's a statement; could keep in About the role? Might be considered boilerplate but it's about supervision; maybe keep as part of responsibilities? It's not a list; we can keep as a prose sentence in About the role or Responsibilities. I'd keep it in About the role.
Also remove "All Provident Bank employees are expected to adhere to the Bank’s Code of Ethics, Core Values, and Mission Statement." That's boilerplate? Could be considered policy; but it's substantive about expectations. Might keep? It's not a list; could be part of About the role. I'd keep.
Now craft HTML.
Structure:
About the role
... (position overview paragraph(s) plus maybe some sentences about works under general supervision, adherence to code of ethics).
Responsibilities
We need to break down responsibilities into items. The posting lists many responsibilities in paragraphs; we need to extract each distinct duty.
Let's parse:
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 East Jersey Region but will primarily be expected to travel to our branches in Woodbridge, Perth Amboy, Iselin, Edison, Metuchen, and Highland Park. There may be certain circumstances that require a Float Employee to cover staffing at any branch within the East Jersey 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."
Then under Key Responsibilities: sections Sales, Service, Operations each with bullet-like sentences.
We need to combine all into a list.
Let's extract each distinct responsibility:
- Establish relationships with customers and prospective customers to understand, identify and satisfy their financial needs.
- Provide a positive customer experience while conducting transactions during every branch interaction.
- As a Float, travel to branches in Woodbridge, Perth Amboy, Iselin, Edison, Metuchen, and Highland Park; may cover staffing at any branch within East Jersey Region as needed.
- Perform both transaction and sales and service duties (dynamic role).
- Respond to customer needs by processing a variety of financial transactions: 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.
- Meet sales expectations: deposit, loan, revenue expectations; generate sales and referrals; manage and balance cash drawers.
- Assist Assistant Branch Manager with daily branch responsibilities and processes, end of day functions, reporting according to branch tasks, policies and procedures.
- May be eligible to obtain Life and Health Licensing.
- Sales: Meet sales referrals and cross-selling goals by knowing features and benefits of all products and services to satisfy customer needs.
- Promote bank products, refer or resolve customer inquiries concerning accounts or other banking services.
- Actively refer 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 consultative needs assessments of customers, developing new relationships, expanding existing ones, 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.
- Help maintain cost efficiency to achieve branch goals; assure quality of customer service and adherence to sales and brand standards.
- Responsible for sales and service (maybe duplicate).
- Execute expectations for a positive customer service experience.
- Operations: Ensure operational and financial safety and soundness in accordance with Bank’s policies, compliance, and applicable laws and regulations.
- Leverage lobby management as a tool for controlling and mitigating risk.
- Establish customer identity according to guidelines and adhere to all other compliance procedures.
- Assist branch management with branch operations as needed.
- Perform transactions including but not limited to check cashing, withdrawals, deposits and loan payments.
- Prepare and/or complete Currency Transaction Reports and Suspicious Activity Forms (CTR/SAF) for appropriate transactions.
- Assist in training other branch employees.
- Provide support to the contact center when there are high call volumes.
- Handle customer inquiries by telephone.
- Provide access to safe deposit boxes.
We need to avoid duplication; some items appear multiple times (e.g., performing transactions, sales and service). We'll deduplicate.
Now 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: "Demonstrations" maybe "Demonstrate")
- 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:
- 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.
Pay Details:
- $18.41 - $23.03
- Base pay may vary based upon candidate's skills and experience, job-related knowledge, education
- for minimum and maybe separate? But we can have
Requirements
then- with items (both minimum and preferred). Or separate into Minimum Qualifications and Preferred Qualifications as subheadings? The instruction only lists certain headings; we can use others? It says use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It implies we can use those headings; we could also use Qualifications. Probably better to have Requirements for minimum, and Preferred Qualifications as a separate section? But we need to avoid thin sections. Could combine both into Requirements with note "Preferred: ..." but that may lose detail. Better to have two sections: Requirements (minimum) and Preferred Qualifications. Both are valid headings from the list (Requirements, Qualifications). So we can have Requirements
for minimum, and Qualifications
for preferred.
- Benefits: we have PTO, holiday, health plans, 401k, disability, EAP, life insurance, tuition disbursement, loan repayment, voluntary benefits. That's substantive.
- Pay: we have Pay Details $18.41 - $23.03 plus note about base pay may vary, incentive eligible. So we need Pay section.
- Schedule: we have flexible schedule based upon needs of the business, willing to work required overtime, willing and able to travel to other locations/branches, must be flexible and demonstrate ability to adapt to new job locations and reassignments as directed. So we can have Schedule section.
We must not include sections with filler like "commensurate with experience". We have actual content.
We must not include duplicated lines. Ensure we preserve all substantive info.
We need to strip out boilerplate: The EEO statement at end, also maybe the line "This job description may not be all-inclusive..." is not boilerplate? It's generic but maybe considered boilerplate? It's about job description modifications; could be considered boilerplate but it's substantive? It's a standard disclaimer; but instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. The line about job description may not be all-inclusive is legal boilerplate; likely remove. Also the lines about Provident Bank recognizes and supports importance of creating a socially and culturally diverse employee base... that's EEO/diversity statement; remove. Also the equal opportunity employer statement at end; remove.
Also remove "Works under general supervision." maybe keep? It's part of responsibilities? It's a statement; could keep in About the role? Might be considered boilerplate but it's about supervision; maybe keep as part of responsibilities? It's not a list; we can keep as a prose sentence in About the role or Responsibilities. I'd keep it in About the role.
Also remove "All Provident Bank employees are expected to adhere to the Bank’s Code of Ethics, Core Values, and Mission Statement." That's boilerplate? Could be considered policy; but it's substantive about expectations. Might keep? It's not a list; could be part of About the role. I'd keep.
Now craft HTML.
Structure:
About the role
... (position overview paragraph(s) plus maybe some sentences about works under general supervision, adherence to code of ethics).