Preferred Banker II

We need to output HTML fragment with sections: About the role? The posting includes narrative at start: "We do the right things...". That's about the company. Could be "About the role" or maybe "About the company". The instruction: use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we need to decide which sections have content. We have: - Intro paragraph: "We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply." That's generic company intro; could be placed under "About the role" maybe. - Then description of Preferred Banker role: "The Preferred Banker is responsible for developing, defining, and executing the First Financial Bank strategy while working with key partners across the Bank as the primary relationship lead, especially within the Wealth and Investment Division (i.e. Yellow Cardinal). Preferred Bankers drive the success of the stated goals and objectives of the Consumer Bank strategy by proactively engaging and pursuing activities that provide holistic financial solutions for clients within the affluent segment that lead to long-term relationships. Preferred Bankers oversee the attracting, retaining, and growing of client relationships through personalized client plans and fostering a trusted advisor relationship through First Financial Bank’s products, with a wide array of banking and investment services." That could be part of "About the role" or "Responsibilities". Then we have "Essential Functions/Responsibilities" list (actually a paragraph with many responsibilities). That's a list of duties. We need to put them in

• . The text includes many sentences separated by periods; we can split into bullet points. Then "Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job" list: bullet points. Then "Preferred Knowledge and Skills Level of Complexity and Scope" etc. That's more details: "Handles routine and moderately complex issues and clients. Escalates highly complex issues and clients to upper management." etc. Could be under "Requirements" or "Qualifications". We'll treat as "Qualifications". Then "Physical Requirements" bullet list. Then "Compliance Statement" paragraph. Then "Development and Training" heading but no details? Actually there is a heading "Development and Training" then "Pay Scale $66,000 - $87,500/annually" then "Benefits" paragraph. So we have Pay and Benefits sections. We also have "Incentive Eligibility" etc but that's boilerplate EEO etc; we should remove boilerplate like EEO, E-Verify, mission statement, core values etc. The instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. So we need to strip out the EEO paragraph, the mission statement, core values, etc. Also "Development and Training" heading maybe has no content besides pay and benefits? Actually after "Development and Training" there is "Pay Scale $66,000 - $87,500/annually" then "Benefits We have relevant, thoughtful benefits..." then "Incentive Eligibility..." then EEO etc. So we should keep Pay and Benefits sections. "Development and Training" maybe not needed if no detail; we can omit that heading. Thus sections: - About the role (intro + role description) - Responsibilities (Essential Functions/Responsibilities) - Requirements (Minimum Knowledge, Skills, and Abilities) - Qualifications (Preferred Knowledge and Skills Level of Complexity and Scope, plus maybe Degree of Independence etc.) - Physical Requirements - Compliance (maybe not needed? It's substantive; we could include as a section "Compliance". The instruction list includes Benefits, Pay, Schedule; but we can add other sections if they have real content. It says "Prefer a few substantive sections over many thin ones." But we need to include all substantive info. Compliance is substantive; we can include as a section. - Pay - Benefits We should not include Schedule (none). Also not include "Development and Training" if no detail. Now we need to extract bullet points. Let's parse responsibilities paragraph: "Actively manages client relationships acting as the first point of contact for assigned client relationships, being the client’s personal advocate across the organization, adding value and service through the ability to identify client needs by developing personalized plans for clients, analyzing customer information, defining goals, and building a strategy and plan in order to make recommendations. Drive and build trust through timely and relevant communication, documenting progress, executing efficiently, and delivering on the established plan with the client. Develop strong business relationships with key partners (i.e. Yellow Cardinal) focusing on deepening client relationships, finding new opportunities, and sharing client relationships, making the needed introductions and referrals to appropriate business partners. Leverage internal partners, external contacts, and centers of influence as sources for new client opportunities for First Financial Bank within their assigned District(s) and Region. Integrate well into the community, developing outside sales opportunities by being visible through active participation in community groups. Discover and support site-specific events open to the community. Maintain proficiency in product knowledge and comprehensive solutions that First Financial Bank offers that involve deposit, credit, and investment components. Proactively sets calling strategies within the Region to follow up on leads to establish opportunities that drive new connections and opportunities that lead to new clients, anchored with a core checking account or operating account. Participates in bank marketing and sales promotions, especially within the District and assigned Region; contributing to initiatives and programs designed to promote organization’s strategic priorities. Maintain and complies with all bank, loan, and regulatory guidelines and policies. Be the point of contact for local bankers, specialists, and partners, providing coaching, feedback, and knowledge on how a Preferred Banking relationship can benefit clients and business owners. Actively seek opportunities to develop and maintain their book of client relationship to be the primary connection and advocate for clients and business owners by listening, educating, advising, and guiding them towards their financial goals. Engage consistently the Region’s Business Specialists and Commercial Officer to assist and develop opportunities with existing business owner clients and external prospects, being the point of contact for small to mid-size company owners that can benefit from an advisory-based relationship with a Preferred Banker Model the way and take a proactive approach with peers and teammates within the District and Financial Centers to improve knowledge and execution in engaging affluent clients and uncovering opportunities." We'll turn each sentence into
• . Some sentences are long but okay. Now Minimum Knowledge, Skills, and Abilities: "5-8 years experience in banking and/or in the financial services industry working with clients. 5-8 years sales and service experience with previous success in achieving sales and service goals related to working with customers within First Financial. Bachelor’s Degree or equivalent experience. Must have or be willing to obtain FPQP® equivalent or higher with a desire to pursue advanced professional financial designations (CFP®, CWS, ChFC, etc.) Demonstrate strong product knowledge related to banking products, services, and credit solutions for consumer clients. Familiarity with financial planning, investment products, and wealth solutions. Excellent interpersonal, verbal, written communication, organizational, and time management skills. Ability to manage multiple tasks/projects and deadlines simultaneously. The ability to work well independently with limited direct supervision and in a team environment." Now Preferred Knowledge and Skills Level of Complexity and Scope etc: "Handles routine and moderately complex issues and clients. Escalates highly complex issues and clients to upper management. Degree of Independence and Decision-Making Regularly follows established guidelines and works with a moderate degree of supervision. Autonomy to make decisions outside of normal guidelines which may require upper management approval. Required Supervisory Responsibilities No direct supervisory responsibilities. May act as a mentor/resource for lower level Preferred Bankers." We could combine these into a "Qualifications" section bullet list. Physical Requirements: "Occasionally lifts and carries up to 20 lbs. Frequently lifts and carries up to 10 lbs. Occasionally walks. Frequently sits, stand, drive, and navigate a typical office environment." Now Compliance Statement: "The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements." We'll put that as a paragraph under a "Compliance" heading. Pay: "Pay Scale $66,000 - $87,500/annually" We'll put under

  Pay

  $66,000 - $87,500 annually

  Benefits: "We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide." We'll put under

  Benefits

  We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide.

  Now About the role: combine intro paragraph and role description. Intro: "We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply." Role description paragraph: "The Preferred Banker is responsible for developing, defining, and executing the First Financial Bank strategy while working with key partners across the Bank as the primary relationship lead, especially within the Wealth and Investment Division (i.e. Yellow Cardinal). Preferred Bankers drive the success of the stated goals and objectives of the Consumer Bank strategy by proactively engaging and pursuing activities that provide holistic financial solutions for clients within the affluent segment that lead to long-term relationships. Preferred Bankers oversee the attracting, retaining, and growing of client relationships through personalized client plans and fostering a trusted advisor relationship through First Financial Bank’s products, with a wide array of banking and investment services." We'll combine into maybe two paragraphs under About the role. Now we need to output only HTML fragment, no /, no markdown. We'll produce:

  About the role

  We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply.

  The Preferred Banker is responsible for developing, defining, and executing the First Financial Bank strategy while working with key partners across the Bank as the primary relationship lead, especially within the Wealth and Investment Division (i.e. Yellow Cardinal). Preferred Bankers drive the success of the stated goals and objectives of the Consumer Bank strategy by proactively engaging and pursuing activities that provide holistic financial solutions for clients within the affluent segment that lead to long-term relationships. Preferred Bankers oversee the attracting, retaining, and growing of client relationships through personalized client plans and fostering a trusted advisor relationship through First Financial Bank’s products, with a wide array of banking and investment services.

  Responsibilities

  • Actively manages client relationships acting as the first point of contact for assigned client relationships, being the client’s personal advocate across the organization, adding value and service through the ability to identify client needs by developing personalized plans for clients, analyzing customer information, defining goals, and building a strategy and plan in order to make recommendations.
  • Drive and build trust through timely and relevant communication, documenting progress, executing efficiently, and delivering on the established plan with the client.
  • Develop strong business relationships with key partners (i.e. Yellow Cardinal) focusing on deepening client relationships, finding new opportunities, and sharing client relationships, making the needed introductions and referrals to appropriate business partners.
  • Leverage internal partners, external contacts, and centers of influence as sources for new client opportunities for First Financial Bank within