Jobs · Finance · New York

Private Client Banker - East Aurora Grey St - East Aurora, NY

JPMorganChase · East Aurora, NY · 4 wk ago
On-siteFinanceFull-time
We need to output HTML fragment with headings

for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Must not repeat job title. Must not include Job ID etc. Must preserve all substantive info. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, application instructions. Also remove "About Us" maybe? The instruction says use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we need to map content accordingly. We have job description paragraphs: "You have a passion for taking care..." That's about the role? Could be "About the role". Then "Job Responsibilities" list. Then "Required Qualifications, Capabilities, And Skills". Then "Preferred Qualifications, Capabilities, And Skills". Then "Dodd Frank/Truth in Lending Act" (some legal). Then "About Us". Then EEO etc. We need to include sections only when posting has real specific content. So we can have: - About the role: combine the first paragraph(s) describing role and purpose. - Responsibilities: list bullet points from "Job Responsibilities". - Requirements: maybe combine Required Qualifications and also the Dodd Frank etc? The instruction says we have sections Requirements, Qualifications, Skills. Could separate: Requirements (maybe mandatory qualifications), Qualifications (maybe preferred?), Skills (maybe skills). But we need to follow instruction: Use headings for those specific names. We need to decide mapping. We have "Required Qualifications, Capabilities, And Skills" and "Preferred Qualifications, Capabilities, And Skills". Could treat Required as Requirements, Preferred as Qualifications? Or we could have Requirements (mandatory), Qualifications (preferred), Skills (maybe extracted from both). But we also have a separate "Skills" heading. Could extract skills from both required and preferred: e.g., Demonstrated success using a value-added, relationship-oriented approach..., 1+ year Branch Banking Banker..., etc. Also "Excellent communication skills", "College degree or military equivalent", "Experience cultivating relationships with affluent clients", "Strong team orientation". Might be considered skills. But we must not invent or summarize away detail. Must preserve all substantive information. So we need to include all details from required and preferred qualifications, plus the Dodd Frank etc. However Dodd Frank is more legal requirement; could be part of Requirements. We also have "About Us" which is not in the list of allowed headings; but we could maybe put under "About the role"? Actually "About Us" is about company, not role. The instruction says we can use headings for those specific ones; we should not create other headings. So we likely should omit "About Us" because it's not in allowed list and it's not required to be included? But we must preserve ALL substantive information; we cannot drop company overview if it's substantive. However the instruction says "include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text". It doesn't forbid adding other headings not listed? It says "Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." The e.g. suggests those are examples, but likely they want only those headings. It also says "Prefer a few substantive sections over many thin ones." So we could combine company overview into About the role? Might be okay. But we need to preserve all substantive info: company overview, EEO statement, etc. However EEO etc is boilerplate to be removed per instruction: "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate". So we can drop EEO. The "About Us" is not EEO; it's company overview. Should we keep? It's not in the list but could be considered part of "About the role"? Might be okay to include as a paragraph under About the role. We also have "Benefits" section: there is description of benefits in About Us paragraph: "We offer a competitive total rewards package including base salary... Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation... 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." Also "Additional details about total compensation and benefits will be provided during the hiring process." So we have benefits content. Pay: mention base salary determined based on role, experience, skill set and location; commission-based pay and/or discretionary incentive compensation. So we have Pay info. Schedule: not explicitly mentioned; maybe "Ability to work branch hours, including weekends and some evenings" is schedule. So we can include Schedule. Thus we can create sections: About the role (includes role description and company overview?), Responsibilities, Requirements (maybe required qualifications), Qualifications (preferred qualifications), Skills (maybe extracted skills), Benefits, Pay, Schedule. We must not repeat job title. Must not include Job ID etc. We must output only HTML fragment, no /, no markdown fences. Let's extract content precisely. Original text: Job Description 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. Job Responsibilities Shares the value of Chase Private Client with clients that may be eligibleActively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needsPartners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needsMakes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a weekAdheres to policies, procedures, and regulatory banking requirements Required Qualifications, Capabilities, And Skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generationBeginning 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 roleCompliance with Dodd Frank/Truth in Lending Act*High school degree, GED, or foreign equivalentAdherence to policies, procedures, and regulatory banking requirementsAbility to work branch hours, including weekends and some evenings Preferred Qualifications, Capabilities, And Skills Excellent communication skillsCollege degree or military equivalentExperience cultivating relationships with affluent clientsStrong team orientation with a commitment of long-term career with the firm 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 About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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 that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans We need to remove EEO/equal-opportunity boilerplate. That includes the paragraph starting "We recognize that our people are our strength..." and the following equal opportunity statements. Also "Visit our FAQs..." etc. Also the final line "JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans". So we should strip those. We also need to remove duplicated lines: there may be duplicate "Adherence to policies, procedures, and regulatory banking requirements" appears both in Responsibilities and Required Qualifications. We should keep only once? The instruction: "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions." So we should deduplicate identical lines. So we need to ensure we don't repeat same sentence. Let's list unique substantive content. First, role description paragraph(s): - "You have a passion for taking care of our customers and employees and making

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