Personal Banker I - Oakwood
Fifth Third Bank · Oakwood, OH · 1 mo ago
On-siteFinanceFull-time
We need to output HTML fragment with sections: headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections if posting has real specific content. We must not repeat job title as heading. No Job ID etc. Remove boilerplate, navigation, legal, EEO, etc. Also remove application instructions. Must preserve all substantive info.
Let's parse the posting.
Content:
- Intro: "Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank." This is marketing fluff; maybe we can keep as part of About the role? It's not specific duties. Could be considered "About the role". We'll include a paragraph.
- "General Function Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types."
That's description; could be About the role.
- "Essential Duties And Responsibilities" list: bullet points.
Let's extract each bullet:
1. Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
2. Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
3. Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
4. Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
5. Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.
6. Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L.
7. Provide guidance to CSRs with respect to the sales and referral process.
8. Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
9. Act with confidence by answering customer questions and owning customer issues.
10. Maintain a position of trust and responsibility by keeping all business confidential.
11. Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.
12. Adhere to established policies and procedures while opening/servicing the full range of Retail products.
13. Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
14. Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.
15. Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.
- "Supervisory Responsibilities None." Could be omitted or included as a note; but not needed.
- "Minimum Knowledge, Skills And Abilities Required" list:
1. College degree or work experience providing transferrable skills, or, combination of education and experience.
2. Experience in the financial industry preferred.
3. Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers.
4. Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.
5. Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.
6. Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions.
7. This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.
- "Working Conditions" list:
1. Normal office environment.
2. Extending viewing of computer screens.
3. This program will require the ability to travel within the affiliate for training as well as scheduling flexibility.
4. Travel outside of the affiliate will be required for various classroom training sessions.
- Then "Personal Banker I - Oakwood At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner."
- Then location: "LOCATION -- Oakwood, Ohio 45419"
- Then boilerplate about agencies, EEO etc. Remove.
We need sections: About the role (maybe General Function), Responsibilities (Essential Duties), Requirements (Minimum Knowledge, Skills And Abilities), Qualifications? Could combine Requirements and Qualifications. Skills maybe separate? But we can have sections: About the role, Responsibilities, Requirements, Benefits, Pay, Schedule? Pay: they mention base salary reflective of range, but not specific numbers. According to rule: never create Pay/Schedule/Benefits sections unless posting actually states them. They do mention base salary reflective of range, but not specific numbers; also they mention benefits programs and link. That's substantive: they describe benefits programs and give link. So we can include Benefits section with description and link. Pay: they mention base salary reflective of range, but not specific numbers; that is somewhat vague but still states that base salary is reflective of range. Is that enough to create Pay section? The rule says: never create Pay/Schedule/Benefits sections unless the posting actually states them. It does state base salary reflective of range; that is a statement about pay. So we could include Pay section with that sentence. However they also say "Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location." That's still about pay. So we can include Pay.
Schedule: they mention travel within affiliate for training, scheduling flexibility, travel outside affiliate for classroom training. That's about schedule/travel. Could be Schedule section.
But we need to avoid filler like "commensurate with experience". Not present.
Thus sections: About the role, Responsibilities, Requirements, Benefits, Pay, Schedule.
We must not repeat job title as heading. Use
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections if posting has real specific content. We must not repeat job title as heading. No Job ID etc. Remove boilerplate, navigation, legal, EEO, etc. Also remove application instructions. Must preserve all substantive info.
Let's parse the posting.
Content:
- Intro: "Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank." This is marketing fluff; maybe we can keep as part of About the role? It's not specific duties. Could be considered "About the role". We'll include a paragraph.
- "General Function Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types."
That's description; could be About the role.
- "Essential Duties And Responsibilities" list: bullet points.
Let's extract each bullet:
1. Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
2. Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
3. Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
4. Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
5. Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.
6. Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L.
7. Provide guidance to CSRs with respect to the sales and referral process.
8. Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
9. Act with confidence by answering customer questions and owning customer issues.
10. Maintain a position of trust and responsibility by keeping all business confidential.
11. Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.
12. Adhere to established policies and procedures while opening/servicing the full range of Retail products.
13. Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
14. Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.
15. Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.
- "Supervisory Responsibilities None." Could be omitted or included as a note; but not needed.
- "Minimum Knowledge, Skills And Abilities Required" list:
1. College degree or work experience providing transferrable skills, or, combination of education and experience.
2. Experience in the financial industry preferred.
3. Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers.
4. Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.
5. Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.
6. Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions.
7. This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.
- "Working Conditions" list:
1. Normal office environment.
2. Extending viewing of computer screens.
3. This program will require the ability to travel within the affiliate for training as well as scheduling flexibility.
4. Travel outside of the affiliate will be required for various classroom training sessions.
- Then "Personal Banker I - Oakwood At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner."
- Then location: "LOCATION -- Oakwood, Ohio 45419"
- Then boilerplate about agencies, EEO etc. Remove.
We need sections: About the role (maybe General Function), Responsibilities (Essential Duties), Requirements (Minimum Knowledge, Skills And Abilities), Qualifications? Could combine Requirements and Qualifications. Skills maybe separate? But we can have sections: About the role, Responsibilities, Requirements, Benefits, Pay, Schedule? Pay: they mention base salary reflective of range, but not specific numbers. According to rule: never create Pay/Schedule/Benefits sections unless posting actually states them. They do mention base salary reflective of range, but not specific numbers; also they mention benefits programs and link. That's substantive: they describe benefits programs and give link. So we can include Benefits section with description and link. Pay: they mention base salary reflective of range, but not specific numbers; that is somewhat vague but still states that base salary is reflective of range. Is that enough to create Pay section? The rule says: never create Pay/Schedule/Benefits sections unless the posting actually states them. It does state base salary reflective of range; that is a statement about pay. So we could include Pay section with that sentence. However they also say "Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location." That's still about pay. So we can include Pay.
Schedule: they mention travel within affiliate for training, scheduling flexibility, travel outside affiliate for classroom training. That's about schedule/travel. Could be Schedule section.
But we need to avoid filler like "commensurate with experience". Not present.
Thus sections: About the role, Responsibilities, Requirements, Benefits, Pay, Schedule.
We must not repeat job title as heading. Use for each section heading.
We need to output only HTML fragment, no /. Use
for prose,
- for lists.
We need to preserve all substantive information; do not invent or summarize away detail.
Let's craft.
About the role: combine General Function paragraph and maybe the intro marketing fluff? The intro "Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank." That's generic; could be included as part of About the role. We'll include it as a paragraph.
Then the General Function paragraph(s). We'll combine into one or multiple
. Responsibilities: list of duties as
- .
Requirements: list of Minimum Knowledge, Skills And Abilities as
- . Also maybe include Working Conditions? Could be part of Requirements or separate. But we have Schedule section for travel/training. Working Conditions includes normal office environment, extending viewing of computer screens, travel within affiliate for training, scheduling flexibility, travel outside affiliate for classroom training. Some of that is schedule/travel. We'll put travel aspects in Schedule, and office environment in Requirements? Might be better to have Working Conditions as part of Requirements or separate. But we only have limited headings allowed; we could add a "Working Conditions" section if we want, but the instruction says use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. It didn't forbid other headings, but says use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It implies those are examples; we could add others but better to stick to those. So we can incorporate working conditions into Requirements or Schedule. Schedule: travel within affiliate for training, scheduling flexibility, travel outside affiliate for classroom training. Also maybe mention "Normal office environment" and "Extending viewing of computer screens" could be in Schedule? Not exactly schedule. Could be in Requirements as "Ability to work in normal office environment, extended screen viewing". We'll include those in Requirements. Thus Requirements list includes: college degree or work experience, experience in financial industry preferred, ability to develop comfort with sales activities, understanding of advanced math functions, ability to professionally represent bank, develop working knowledge of Retail policies, S.A.F.E. Act registration, ability to work in normal office environment, extended viewing of computer screens, travel within affiliate for training, scheduling flexibility, travel outside affiliate for classroom training. But we need to keep the exact phrasing; we shouldn't paraphrase too much. We'll keep each bullet as given. Now Benefits: description of total rewards, base salary reflective of range, benefits programs, link. We'll put that in Benefits. Pay: maybe we separate base salary description from Benefits? But Benefits already includes base salary description. Could combine. However we need Pay section if we want to separate. The posting says: "The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location." That's pay info. Benefits section also mentions "Our Total Rewards include comprehensive benefits and differentiated compensation offerings". Could be overlapping. To avoid duplication, we could put compensation details in Pay section, and benefits description (programs, link) in Benefits section. Let's do that. Thus Pay: include the base salary sentence. Benefits: include "Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner." We might also include the sentence about recognizing employees etc. That's part of benefits/intro. We'll include. Schedule: include travel within affiliate for training, scheduling flexibility, travel outside affiliate for classroom training. Also maybe mention "Normal
- . Also maybe include Working Conditions? Could be part of Requirements or separate. But we have Schedule section for travel/training. Working Conditions includes normal office environment, extending viewing of computer screens, travel within affiliate for training, scheduling flexibility, travel outside affiliate for classroom training. Some of that is schedule/travel. We'll put travel aspects in Schedule, and office environment in Requirements? Might be better to have Working Conditions as part of Requirements or separate. But we only have limited headings allowed; we could add a "Working Conditions" section if we want, but the instruction says use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. It didn't forbid other headings, but says use
- .
Requirements: list of Minimum Knowledge, Skills And Abilities as