Private Client Banker - Chicago Main- Chicago, IL

We need to output HTML fragment with sections: About the role (maybe from first paragraph), Responsibilities, Requirements (Qualifications, Capabilities, And Skills), maybe Preferred Qualifications separate? The instructions: Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Include a section only when posting has real, specific content. So we need to extract content. The job description includes: - Opening paragraph: "You have a passion for taking care of our customers and employees..." This is about the role. Could be "About the role". - Then "As a Private Client Banker in Branch Banking, you are the main point of contact..." This also part of description. - Then "Job Responsibilities" list: bullet points. - Then "Required Qualifications, Capabilities, And Skills": list of items. - Then "Preferred Qualifications, Capabilities, And Skills": list. - Then "Dodd Frank/Truth in Lending Act" paragraph: details about compliance, NMLS, etc. This could be part of Requirements or maybe a separate section? The instruction says we can have sections like Requirements, Qualifications, Skills. We could combine Required and Preferred under Qualifications? But they said we can have sections like Qualifications, Skills. Probably better to have "Requirements" for required qualifications, and maybe "Preferred Qualifications" as a subsection? But they said only use headings from list; "Preferred Qualifications" not in list but could be under "Qualifications". However they said include a section ONLY when posting has real, specific content for it — never emit a heading followed by filler/placeholder text. So we can have "Requirements" for required qualifications, and maybe "Preferred Qualifications" not a standard heading; we could incorporate into "Qualifications" or "Skills". But we have both required and preferred; we could have "Requirements" for required, and "Preferred Qualifications" maybe not needed; but we could still include "Qualifications" heading and list both required and preferred under it, distinguishing with bold? But they said preserve ALL substantive information; we can include both required and preferred as separate

under same heading? Might be okay. Also "Dodd Frank/Truth in Lending Act" details: could be part of "Requirements" as it's a requirement. Could be separate "Compliance" but not in list. Probably include under "Requirements". We need to remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The text includes some legal stuff about Dodd Frank etc. That's substantive (requirements). So keep. We need to not repeat job title as heading. So no heading for "Private Client Banker". Good. We need to output only HTML fragment, no /, no markdown fences. Thus produce something like:

About the role

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.

Responsibilities

• Shares the value of Chase Private Client with clients that may be eligible
• Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
• Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
• Adheres to policies, procedures, and regulatory banking requirements

Requirements

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
• 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
• Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
• Compliance with Dodd Frank/Truth in Lending Act
• High school degree, GED, or foreign equivalent
• Ability to work branch hours, including weekends and some evenings
Maybe also include preferred qualifications as a separate section? The instruction list includes "Qualifications, Skills". Could have "Qualifications" for required and "Preferred Qualifications" not in list; but we could add a "Preferred Qualifications" heading? Not in the given list but maybe allowed? The examples: "About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule". They didn't list "Preferred Qualifications". So better to incorporate preferred qualifications under "Qualifications" or "Skills". Could have a "Qualifications" section that includes both required and preferred, but we already used "Requirements". Could rename "Requirements" to "Qualifications"? But they said use headings e.g. About the role, Responsibilities, Requirements, Qualifications, Skills... So we can have both Requirements and Qualifications sections. Use Requirements for mandatory, Qualifications for preferred? Or Skills for skills. Let's think. We have required qualifications list (including experience, licenses, education). Preferred qualifications list (excellent communication skills, college degree, experience cultivating relationships with affluent clients, strong team orientation). So we could put required under "Requirements", preferred under "Qualifications". Also we could add a "Skills" section for communication skills etc. But we can just put preferred under "Qualifications". Let's do that. Thus:

Requirements

... required items ...

Qualifications

... preferred items ...
We also need to include the Dodd Frank/Truth in Lending Act details beyond just "Compliance with Dodd Frank/Truth in Lending Act". The posting includes a long paragraph about NMLS registration, etc. That is substantive and should be preserved. Should we include that as part of Requirements? Probably yes, as it's a requirement. We can add a

after the list describing the NMLS requirements. Or we could incorporate as list items. Better to keep as prose

because it's a paragraph. Thus after the required qualifications list, add a

containing the Dodd Frank/Truth in Lending Act paragraph (the long one). Ensure we preserve all info. Let's extract that paragraph: "Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: https://mortgage.nationwidelicensingsystem.org/Safe/SitePages/default.aspx" We need to keep that as a paragraph. Now also note there is a line "Dodd Frank/Truth in Lending Act" appears twice? At start of that paragraph and also earlier as a heading? In the text we saw "Dodd Frank/Truth in Lending Act" as a line before the paragraph. We should not duplicate. We'll just include the paragraph. Now also there is "Adherence to policies, procedures, and regulatory banking requirements" appears both in responsibilities and required qualifications. We have it in responsibilities list; also in required qualifications list we have "Adherence to policies, procedures, and regulatory banking requirements". That's duplicate; we should not repeat duplicate lines. So we should include it only once. In responsibilities we already have that line. In required qualifications we should omit that duplicate. Let's check required qualifications list: It includes "Adherence to policies, procedures, and regulatory banking requirements". Yes duplicate. So we will remove that from required qualifications. Also "Compliance with Dodd Frank/Truth in Lending Act" appears in required qualifications list; we have that as a separate line; we also have the detailed paragraph. Might be okay to keep both? The line is a summary; the paragraph gives detail. Could keep both but maybe redundant. However we should preserve all substantive information; the line is part of the required qualifications list; we can keep it as a list item, and also include the paragraph after. That's fine. Now also there is "Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role". Keep. Now also "High school degree, GED, or foreign equivalent". Keep. Now also "Ability to work branch hours, including weekends and some evenings". Keep. Now also "Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships". Keep. Now also "1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation". Keep. Now also "Compliance with Dodd Frank/Truth in Lending Act". Keep. Now also "Adherence to policies, procedures, and regulatory banking requirements" removed duplicate. Now for preferred qualifications list: "Excellent communication skills", "College degree or military equivalent", "Experience cultivating relationships with affluent clients", "Strong team orientation with a commitment of long-term career with the firm". Keep. Now also there is "Dodd Frank/Truth in Lending Act" repeated as a heading earlier; we already covered. Now also there is "Note that any felony conviction within the last seven years will