Private Client Banker - Cobble Hill - Brooklyn, NY

We need to output HTML fragment with sections for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections with real content. From posting: - About the role: The first paragraph(s) describing passion, opportunity, etc. That's about the role. Should be in

About the role

then

... content. - Responsibilities: list of bullet points after "Job Responsibilities". Those are bullet points: Shares the value..., Actively manages..., Partners..., Makes lives..., Adheres... So we can put

• each. - Required Qualifications, Capabilities, And Skills: This is a block with many items. Could be split into Requirements, Qualifications, Skills? The instruction: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Skills). So we need to decide what content belongs where. We have "Required Qualifications, Capabilities, And Skills" then list of items: Demonstrated success..., 1+ year..., Beginning Oct. 1, 2018... (SIE etc), Compliance with Dodd Frank..., High school degree..., Adherence..., Ability to work branch hours... Then "Preferred Qualifications, Capabilities, And Skills": Excellent communication skills, College degree..., Experience cultivating..., Strong team orientation... Also later there is a paragraph about Dodd Frank/Truth in Lending Act (repeated) and NMLS registration etc. That seems like additional requirements/qualifications. We also have "About Us" describing company, benefits, total rewards, etc. That could go under Benefits (maybe also About the company but not requested). Benefits: they mention competitive total rewards package, base salary, commission-based pay, discretionary incentive compensation, benefits include comprehensive health care coverage, on-site health and wellness centers, retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Also mention additional details about total compensation and benefits will be provided during hiring process. Pay: they mention base salary determined based on role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity. So we have pay info. Schedule: they mention Ability to work branch hours, including weekends and some evenings. That's schedule info. Thus we can create sections: - About the role: paragraph(s) from start. - Responsibilities: list. - Requirements: maybe combine required qualifications (mandatory) and the Dodd Frank/NMLS etc. Could be "Requirements". We'll put required qualifications there. - Qualifications: maybe preferred qualifications? But we already used Requirements for required; Qualifications for preferred? Or we could split: Required Qualifications under Requirements, Preferred Qualifications under Qualifications. That seems logical. - Skills: maybe we can extract skills from both required and preferred: Demonstrated success using value-added relationship-oriented approach, Excellent communication skills, etc. But we already have many skill-like items. Could create a Skills section with bullet points of skills (both required and preferred). However we must not duplicate content. We need to preserve all substantive information; we can distribute across sections but not repeat. If we put skill items in Skills section, we should not also list them elsewhere. But the posting lumps qualifications and capabilities together. It might be okay to put all required items under Requirements, preferred under Qualifications, and maybe Skills separate if there are distinct skill statements not covered. Let's see. Required list includes: Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships (that's a skill/capability). 1+ year Branch Banking Banker or equivalent experience... (experience). Beginning Oct. 1, 2018... (licenses). Compliance with Dodd Frank/Truth in Lending Act (regulatory). High school degree, GED, or foreign equivalent (education). Adherence to policies, procedures, and regulatory banking requirements (repeat). Ability to work branch hours, including weekends and some evenings (schedule). So many of these are not pure skills but qualifications/experience/licenses. Preferred list: Excellent communication skills (skill). College degree or military equivalent (education). Experience cultivating relationships with affluent clients (experience). Strong team orientation with a commitment of long-term career with the firm (attribute). Thus we could have: - Requirements: required qualifications (including experience, licenses, education, compliance, ability to work branch hours). We'll put as
  . - Qualifications: preferred qualifications (education, experience, communication skills, team orientation). We'll put as
  . - Skills: maybe we can extract skill statements: Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships; Excellent communication skills; Strong team orientation. But those are already in required/preferred. To avoid duplication, we could decide not to have a Skills section if it would duplicate. The instruction: Prefer a few substantive sections over many thin ones. So we could omit Skills section and instead include skill-related items within Requirements/Qualifications. That seems acceptable. - Benefits: we have description of total rewards package, base salary, commission-based pay, discretionary incentive compensation, benefits list. We'll put Benefits section with
  of benefits. - Pay: we have base salary determined based on role, experience, skill set and location; commission-based pay and/or discretionary incentive compensation. We'll put Pay section with

  describing. - Schedule: Ability to work branch hours, including weekends and some evenings. We'll put Schedule section with

  . We must not include boilerplate like EEO, equal opportunity, etc. Also remove duplicated lines, navigation, cookie, legal, EEO, scam-warning, application instructions. Also remove "About Us", "About The Team" maybe? The instruction: include a section ONLY when the posting has real, specific content for it. About Us and About The Team are not among the allowed headings (they are not in list). So we should omit them. Also we should not include "Dodd Frank/Truth in Lending Act" repeated as heading; we already incorporated into Requirements. We must preserve ALL substantive information; we must not invent or summarize away detail. So we need to ensure we keep all details from the posting that are not boilerplate. Let's extract substantive content: From start: "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." That's About the role. Responsibilities list: - 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 Required Qualifications, Capabilities, And Skills list: - 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 - Adherence to policies, procedures, and regulatory banking requirements (duplicate of earlier? but it's listed) - Ability to work branch hours, including weekends and some evenings Preferred Qualifications, Capabilities, And Skills 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 Then there is a paragraph about Dodd Frank/Truth in Lending Act (repeated) and NMLS registration etc. This seems like additional regulatory requirement details. We need to preserve that substantive info. It includes: "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 this info but not as a heading; we can incorporate into Requirements or maybe a separate section like "Regulatory Requirements". But allowed headings are limited to those list. We could put this under Requirements as additional bullet points (or a paragraph). Since it's substantive, we should include it. Then About Us section: "Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize