Premier Banker- West Babylon

We need to output HTML fragment with sections: h3 for headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections if posting has real specific content. We need to parse the job posting. Key details: - Work Location: West Babylon, New York, United States of America - Hours: 40 - Pay Details: $27.75 - $41.50 USD - There's a paragraph about compensation policies. - Line Of Business: Personal & Commercial Banking - Job Description: description of Premier Banker role. - Depth & Scope: bullet-like sentences. - Education & Experience: list. - Customer Accountabilities: list. - Shareholder Accountabilities: list. - Employee/Team Accountabilities: list. - Occ (maybe "Occupational"? Not sure) but there is a paragraph about Loan Originator definitions. - Physical Requirements: list with percentages. - Who We Are: description. - Our Total Rewards Package: description. - Additional Information: incomplete. We need to remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions. Also remove lines like "TD is committed to providing fair and equitable compensation opportunities..." maybe keep as part of Pay? It's about compensation policies; could be part of Pay section. We need to decide sections: - About the role: could be a brief summary from Job Description and Depth & Scope. Could combine. - Responsibilities: could be the bullet-like duties under Depth & Scope, Customer Accountabilities, Shareholder Accountabilities, Employee/Team Accountabilities. - Requirements: Education & Experience, plus maybe NMLS registration, SIE, Life & Health license, etc. - Qualifications: maybe similar to Requirements; but we can combine. - Skills: maybe consultative sales experience, relationship building, etc. - Benefits: Our Total Rewards Package description includes health, retirement, PTO, etc. So we can include Benefits. - Pay: Pay Details line plus compensation policy paragraph. - Schedule: Hours 40 (full-time). Could be Schedule section. We must not create sections with filler like "commensurate with experience". We have actual pay range and hours. We must not repeat job title as heading. We must not put Job ID/requisition numbers as headings (none present). We must output only HTML fragment. Let's extract content. First, About the role: Could be a paragraph summarizing role: "The Premier Banker is an experienced banker, servicing as the primary contact for a complex client portfolio of mass affluent clients. Through proactive outreach, this role manages mass affluent clients' complete banking relationship and connects clients to specialists to ensure all financial needs are met. The objective of the role is to grow, deepen, and retain client relationships by delivering TD’s model of convenience, sales, and advice, and differentiating with a personalized, connected experience." We can use that. Responsibilities: list items from Depth & Scope, Customer Accountabilities, Shareholder Accountabilities, Employee/Team Accountabilities. We'll combine into a single

maybe with headings? But spec says use
• for any list of duties/requirements/benefits. So we can just list all responsibilities as
• . Might be many; okay. Let's extract each bullet: From Depth & Scope (the paragraph after "Depth & Scope"): It's a long sentence with multiple responsibilities separated by line breaks? Actually it's a paragraph with multiple sentences. We'll split into logical items: - Works in a bank location and will be accountable to grow, deepen, and retain strong relationships with a mass affluent book of business by proactively managing and addressing their banking needs with an advice-based approach - Demonstrates proficiency and in-depth knowledge in banking and credit products, offerings, and processes to fluently explain banking solutions to a client and to act as an experienced liaison with internal partners in small business, wealth, commercial and lending - Acquires, retains and deepens relationships with new mass affluent clients by converting referrals, leads, and outbound prospecting - Proactively engages in client outreach (via phone, email, appointments, and other means) and regularly meets with clients to conduct needs-based conversations, review and analyze financial information, suggest appropriate solutions and/or service options, and coordinate introductions/interactions with appropriate partners - Delivers excellent client service, reviews moderately complex clients concerns, and escalates banking related issues/risks when appropriate - Adheres to all relevant Retail/Wealth policies, procedures, FINRA and regulatory banking requirements - Engages in conversations with clients about loan products; facilitates the application intake. Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) - Establishes and maintains strong working relationships with partners via ongoing meetings and collaboration to identify areas for relationship deepening in Wealth, Commercial, Small Business, Lending, etc. - Partners regularly with the Wealth Financial Advisor including warm referrals and joint pipeline and joint pipeline review meetings to prepare for future client interactions. - Provides ongoing coaching and ongoing feedback to bank staff on effective methods to articulate the program's value and make Premier referrals for mass affluent clients - Responsible for understanding and adhering to regulations, TD Bank & TD Wealth Policies and Procedures - Responsible for implementing TD’s client Identification Program (CIP) by collecting and verifying required customer identification information and performing other client Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures Customer Accountabilities bullet list: - Delivers the TD Premier program to eligible Clients - Knowledgeable in products and services to be able act as an educator and advisor to clients - Requires established client service skills to perform a broad range of both routine and multi-step Customer transactions - Establishes and nurtures client relationships through proactive outreach, ongoing engagement, consistent display of product knowledge, actively listening to client needs and offering advice based solutions or partner referrals. - Utilizes client relationship tools to engage in needs-based conversations to identify solutions and provide proactive advice - Understands client's banking preferences with banking and educates clients & non- clients on current promotions and campaigns as well as tools and resources to make banking easier for the client - Understands and supports the Bank's Customer Service Strategy - Delivers client end-to-end advice they expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating for them with proactive insights & recommendations - Considers the impact of decisions on the well-being of TD, its clients, and stakeholders - Provides the highest level of client service when dealing with internal partners or vendors - Works as a single point of contact to clients by exploring various products or services and connecting the client with partners as needed Shareholder Accountabilities: - Contributes to business objectives for Operational Excellence by championing and reviewing team against compliance with regulations; fully understanding accountability in driving an operationally sound location - Ensures documentation that is prepared / completed is accurate and properly reflects client/ business intentions and is consistent with relevant rules / regulations - Applies Compliance policies and regulations to all transactions to ensure integrity of proper compliance with all documentation that operational requirements are followed and that the appropriate documentation is recorded - Engages in conversations with clients regarding loan applications, prepares documents, and conducts loan closings - Meets individual / Store performance metrics Employee/Team Accountabilities: - Contributes to a positive work environment by aligning to TD Model, Brand, and Culture by participating fully as a member of the team - Is an active participant in personal performance and development activities - Acts as a brand champion both internally and externally - Collaborates with team members in contributing to the success of the team and organization - Partners as a team player - Strong relationship building and selling skills - Detail oriented, well organized, self-starter with high energy level - Actively seeks opportunities to improve delivery of work with high attention to quality standards - Actively takes ownership of own career and aspirations; seeks out diverse feedback to continuously develop and enhance skills - Positively embraces change - Adheres and participates in TD's Shared Commitments - Models quality service at every client interaction - Is engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience - May train and act as a mentor to newer colleagues - Leverages the expertise and capabilities of other businesses / partners to better achieve mutual goals in collaboration - The role is expected to lead continuous coaching in assigned bank locations on all topics supporting the growth of the Mass Affluent segment portfolio / book of business Also there is a paragraph about Loan Originator definitions (Occ). That seems like a regulatory note; could be part of Requirements or Responsibilities? It's about eligibility for registration. Might be part of Requirements (must be eligible for registration). We'll include in Requirements. Physical Requirements: list with percentages. Could be part of Requirements or maybe a separate section? Not among allowed headings; we could put under Requirements as "Physical Requirements". But spec only allows certain headings; we could incorporate into Requirements as a list. Education & Experience: list. - HS Diploma or GED (required) - Bachelor's / University degree or equivalent experience preferred - 2+ years financial / banking experience - Successful completion of the Securities Industry Essentials Exam (SIE) strongly preferred - Life & Health license preferred - Understanding and experience with retail and small business banking; experience interacting with Mass Affluent and high net worth clients - Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) upon hire - Consultative sales experience required Also note: "Must maintain an active registration status with NMLS" appears multiple times; we can deduplicate. Now Benefits: Our Total Rewards Package paragraph: "Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition." We can list as bullet points. Pay: Pay Details line: "$27.75 - $41.50 USD". Also the paragraph about compensation policies: "TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role." We can include that as prose under Pay. Schedule: Hours 40 (full-time). Could be a short paragraph: "This is a full-time position requiring 40 hours per week." Now About the role: we have a paragraph. Now we need to output HTML with h3 headings for each section we include. We must not include empty sections. Let's decide sections: - About the role (h3) - Responsibilities (h3) with ul li - Requirements (h3) with ul li (including Education & Experience, NMLS, SIE, Life & Health license, consultative sales, physical requirements maybe) - Benefits (h3) with ul li - Pay (h3) with p (including pay range and compensation policy paragraph) - Schedule (h3) with p (hours) We could also include Qualifications but we already have Requirements; maybe we skip Qualifications to avoid thin sections. Skills: we could extract from Employee/Team Accountabilities: relationship building, selling skills, detail oriented, organized, self-starter, high energy, etc. Could be a Skills section. But we already have many responsibilities; maybe we can add Skills section for those