Jobs · Finance · Arizona

Personal Banker I

Arizona Financial Credit Union · Mesa, AZ · 1 mo ago
Finance$24/hrFull-time
We need to output HTML fragment with sections: Use

for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to include only sections that have real content. We have job description: Job Type Full-time, Description includes Job Summary Overview, Essential Job Functions (list of duties), Requirements (Position Required Qualifications, Knowledge, Skills, And Abilities, Licenses, Training, And Certifications Required, Preferred Qualifications, Hybrid Work Environment and Physical Demands, NOTE...). Salary Description $24/hr. We need to extract sections: About the role (maybe from Job Summary Overview). Responsibilities (Essential Job Functions). Requirements (maybe combine Required Qualifications, Knowledge, Skills, Abilities, Licenses, Training, Certifications). Qualifications maybe separate? But we can combine. The instruction: Use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide which sections to include based on content. We have content for About the role (Job Summary Overview). Responsibilities (Essential Job Functions). Requirements (Position Required Qualifications, Knowledge, Skills, And Abilities, Licenses, Training, And Certifications Required). Skills (maybe part of Knowledge, Skills, And Abilities). Qualifications (maybe same as Requirements). But we should avoid duplication. We can have sections: About the role, Responsibilities, Requirements (including qualifications, knowledge, skills, abilities, licenses), Pay (Salary Description). No Benefits, Schedule not provided. Hybrid Work Environment and Physical Demands could be part of Requirements or maybe a separate section like Working Conditions but not in list; we can omit as not requested heading. We should not invent sections. We must not repeat job title as heading. No Job ID etc. We need to use
  • for any list of duties/requirements/benefits. So for Responsibilities we list each duty as
  • . For Requirements we can list each qualification as
  • . For Skills maybe list abilities. We need to preserve all substantive information, not invent or summarize away detail. Must not include boilerplate like EEO etc. The text includes some boilerplate like "NOTE: The job description is intended to be generic...". That's not essential? It's a note but maybe considered boilerplate? It's part of description but not essential? It says "NOTE: The job description is intended to be generic...". Might be considered boilerplate but it's part of the description. The instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The note is not exactly those but could be considered generic note. Might be okay to keep? It's not duplicated. It's not EEO. It's a note about generic nature. Might be okay to keep but it's not a list. Could be placed in a

    . We also have "Preferred Qualifications None." That's not substantive; we should not create a section for it if it's just "None." So we can omit. We have "Hybrid Work Environment and Physical Demands" details: we could include under Requirements or maybe a separate section but not in allowed headings. Could embed in Requirements as a paragraph. We have Salary Description $24/hr. So Pay section with that. We need to output only HTML fragment, no /, no markdown. Let's craft:

    About the role

    The position is responsible for all Teller and Senior Teller accountability (Required to assist on the teller line, greet members in the lobby).

    Responsibilities

    • Opens new accounts with an emphasis on activating services that are in the member’s best interest/help them achieve their financial success.
    • Processes specialty account opening requests, such as trust accounts.
    • Maintains in-depth knowledge of all non-equity loan options, including but not limited to personal, shares secured, auto, boat and recreational vehicles.
    • Passes successfully the Credit Consultation Certification within three months.
    • Processes and funds loan applications.
    • Establishes, develops, and maintains positive consumer member relationships.
    • Expedites the resolution of member problems and complaints to maximize satisfaction.
    • Educates members on money management behaviors (managing credit, budgeting, etc.) and practices to help reduce their financial stress and to assist them in reaching their financial goals.
    • Provides notary services.
    • Completes audits as assigned.
    • Improves continuously through applying feedback.
    • Achieves individual sales goals and contribute to the success of the branch by doing the following:
      • Clearly listens to the concerns of a member and be able to address their needs, emphasizing the features of products that help solve a member’s concern, problem, or future need.
      • Have effective conversations with members about additional loan protection products.
      • Develops and maintains interpersonal skills to work with a wide variety of people each while building relationships. Must be able to demonstrate the ability to connect and build rapport quickly.
      • Displays confidence and strong self-assuredness to ensure success while communicating with members.
      • Use consultative sales techniques to proactively offer products and services that are in the member's best interest to help them achieve financial success. This includes consultative analysis of credit profiles, account history etc. and making recommendations regarding account and lending services.
      • Completes service calls and/or other outbound call efforts. (Calls will periodically be evaluated and recorded).
      • Understands the offerings and provide referrals to business partners, including Elavon, Arizona Group, and Member’s Auto Center.
      • Performs other job-related duties as assigned.
    But note we have nested
      inside
    • which is okay but we need to ensure proper HTML. Could flatten: Instead of nested list, we could keep as separate
    • items with sub-bullets using dash? But spec says use
      • for any list. Could have nested lists. Better: Keep main responsibilities as list items; for the subpoints under "Achieves individual sales goals..." we can make them separate list items as well, maybe preceded by a paragraph. Simplify: After "Achieves individual sales goals and contribute to the success of the branch by doing the following:" we can start a new
          with those subpoints. Thus:

          Responsibilities

          • Opens new accounts with an emphasis on activating services that are in the member’s best interest/help them achieve their financial success.
          • Processes specialty account opening requests, such as trust accounts.
          • Maintains in-depth knowledge of all non-equity loan options, including but not limited to personal, shares secured, auto, boat and recreational vehicles.
          • Passes successfully the Credit Consultation Certification within three months.
          • Processes and funds loan applications.
          • Establishes, develops, and maintains positive consumer member relationships.
          • Expedites the resolution of member problems and complaints to maximize satisfaction.
          • Educates members on money management behaviors (managing credit, budgeting, etc.) and practices to help reduce their financial stress and to assist them in reaching their financial goals.
          • Provides notary services.
          • Completes audits as assigned.
          • Improves continuously through applying feedback.
          • Achieves individual sales goals and contribute to the success of the branch by doing the following:
            • Clearly listens to the concerns of a member and be able to address their needs, emphasizing the features of products that help solve a member’s concern, problem, or future need.
            • Have effective conversations with members about additional loan protection products.
            • Develops and maintains interpersonal skills to work with a wide variety of people each while building relationships. Must be able to demonstrate the ability to connect and build rapport quickly.
            • Displays confidence and strong self-assuredness to ensure success while communicating with members.
            • Use consultative sales techniques to proactively offer products and services that are in the member's best interest to help them achieve financial success. This includes consultative analysis of credit profiles, account history etc. and making recommendations regarding account and lending services.
            • Completes service calls and/or other outbound call efforts. (Calls will periodically be evaluated and recorded).
            • Understands the offerings and provide referrals to business partners, including Elavon, Arizona Group, and Member’s Auto Center.
            • Performs other job-related duties as assigned.
          Now Requirements section: We need to include Position Required Qualifications, Knowledge, Skills, And Abilities, Licenses, Training, And Certifications Required, Hybrid Work Environment and Physical Demands (maybe as part of Requirements). We'll create a
            list. We must not include "Preferred Qualifications None." So skip. We'll include:

            Requirements

            • High School diploma or general education degree (GED) and one (1) year experience in a financial institution, or six (6) months experience with Arizona Financial.
            • Must register as an MLO.
            • Knowledge of PC software applications in Windows and Word.
            • Ability to type 45 words per minute.
            • Ability to read, write, speak, and use proper grammar in English.
            • Ability to read interpret and analyze written instructions, correspondence, and procedure manuals.
            • Ability to write simple business correspondence.
            • Ability to communicate verbally both in person and on the telephone.
            • Ability to speak effectively to members regarding sensitive inquiries or complaints.
            • Ability to speak effectively presenting information to groups of members.
            • Ability to apply commonsense understanding when dealing with problems involving variables in standardized situations.
            • Ability to calculate rates, ratios, and percentages.
            • In compliance with the federal Secure and Fair Enforcement for Mortgage Licensing (S.A.F.E.) Act of 2008, Arizona Financial employees acting as Mortgage Loan Originators (MLO) must be registered with the Nationwide Mortgage Licensing System and Registry (NMLS or Registry) and obtain a unique identifier (NMLS Number). Prior to performing MLO duties, the registration process requires a MLO applicant to: Electronically submit to the Registry personal and employment information as well as authorize and attest to the accuracy of the information submitted; Submit fingerprints to the NMLS for an FBI criminal background check; and Receive clearance from Arizona Financial based on the FBI background check results. Applicants with certain criminal convictions, including but not limited to crimes involving dishonesty or fraud, or crimes involving financial services or a financial services related business, will not qualify for the MLO designation. After successful registration, clearance by Employee Services and having an assigned NMLS number, employees may perform MLO functions which include: Taking a residential mortgage loan application; and Offering or discussing the terms of a residential mortgage loan. To maintain MLO registration and the ability to perform these functions, an MLO must: Renew registration on an annual basis during the annual renewal period (November 1 through December 31; and Update any changes to his/her registration information. The MLO’s registration and employment status will be available to the public from the Registry. A registered MLO will provide his or her unique identifier/NMLS Number: Upon request; Before acting as a MLO; and Through the initial written communication with a member/residential mortgage loan applicant. MLOs routinely handle confidential member information and have strict requirements for maintaining the confidentiality and non-disclosure of that information.
            • Occasionally required to stand, walk, climb or balance; stop, kneel, crouch or crawl.

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