Jobs · Finance · Nebraska

Private Client Banker - Lincoln North Branch - Lincoln, NE

JPMorganChase · Lincoln, NE · 1 mo ago
On-siteFinanceFull-time
We need to output HTML fragment with sections: About the role? The description includes a paragraph about passion, opportunity, etc. That could be "About the role". Then responsibilities list. Then required qualifications list. Then preferred qualifications list. Also note there is a repeated "Adherence to policies, procedures, and regulatory banking requirements" appears both in required and later. We should preserve all substantive info, but not duplicate? The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." Duplicated lines: we should remove duplicated lines? It says "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions." So we should remove duplicated lines. The duplicated line "Adherence to policies, procedures, and regulatory banking requirements" appears twice; we should keep only one instance. Also "Dodd Frank/Truth in Lending Act" appears multiple times; but that's part of required qualifications and later a note. We need to preserve substantive info but remove duplicated lines. So we need to deduplicate identical sentences. Let's extract content. Job Description paragraph: "You have a few sentences: "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 the "About the role" content. Job Responsibilities bullet 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 - 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 block about Dodd Frank/Truth in Lending Act details, NMLS registration, etc. This is substantive info about requirements. Should we include as a separate section? Possibly "Additional Requirements" or incorporate into Required Qualifications? The instruction: "Prefer a few substantive sections over many thin ones." We could combine the Dodd Frank details into Required Qualifications section as extra bullet points. However we must not duplicate lines. The Dodd Frank/Truth in Lending Act appears already as a bullet; the detailed paragraph repeats that and adds more. We should keep the detailed paragraph but avoid duplicating the sentence "Compliance with Dodd Frank/Truth in Lending Act" maybe we can keep it once. The paragraph 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 should keep that as a subsection maybe under "Additional Requirements" or incorporate into Required Qualifications. Since it's about compliance, we could add bullet points summarizing but we must not summarize away detail; we need to preserve all substantive information. So we need to include that paragraph as is (maybe as

). However we must avoid duplicating the line "Compliance with Dodd Frank/Truth in Lending Act". We can keep that bullet and then the paragraph; but the paragraph repeats that phrase at start. To avoid duplication, we could omit the bullet "Compliance with Dodd Frank/Truth in Lending Act" and keep the paragraph which covers it. But the bullet is part of Required Qualifications list; removing it would lose that explicit bullet but the paragraph includes it. The instruction: "Preserve ALL substantive information". If we remove the bullet but keep the paragraph, we still have the substance (the compliance requirement). So it's okay to drop duplicate line. Similarly "Adherence to policies, procedures, and regulatory banking requirements" appears twice; we can keep one. Now we need to decide sections. Possible sections: - About the role (paragraph) - Responsibilities (ul) - Required Qualifications (ul) (including the Dodd Frank paragraph maybe as a p inside? But we need to keep ul for list items; we could add a p after the ul for the Dodd Frank details.) - Preferred Qualifications (ul) We should not create Pay/Benefits/Schedule sections because not present. We must not include Job ID etc. Now produce HTML fragment. Structure:

About the role

... paragraph ...

Responsibilities

  • ...
  • ...

Required Qualifications

  • 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
  • High school degree, GED, or foreign equivalent
  • Ability to work branch hours, including weekends and some evenings

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

Preferred Qualifications

  • 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
Check for any duplicated lines removed: We removed duplicate "Adherence to policies, procedures, and regulatory banking requirements". Also removed duplicate "Dodd Frank/Truth in Lending Act" bullet (we kept paragraph). Also removed duplicate "Compliance with Dodd Frank/Truth in Lending Act" bullet. Check if any other duplicated lines: "Ability to work branch hours, including weekends and some evenings" appears only once. Good. Now ensure we didn't lose any substantive info: The paragraph about passion etc is there. Responsibilities list all five items. Required qualifications list includes all except the duplicated adherence and Dodd Frank bullet (but we have paragraph covering Dodd Frank). Did we lose "Compliance with Dodd Frank/Truth in Lending Act"? The paragraph starts with that phrase, so it's covered. Did we lose "Adherence to policies, procedures, and regulatory banking requirements"? Not present anywhere else; we removed duplicate but we need at least one occurrence. It was in Responsibilities list as last bullet and also in Required Qualifications list. We removed the duplicate from Required Qualifications but we still have it in Responsibilities bullet. So it's preserved. Check if any other required qualification missing: "Beginning Oct. 1, 2018..." we kept. "High school degree, GED, or foreign equivalent" kept. "Ability to work branch hours..." kept. Good. Now check for any leftover boilerplate: The paragraph about NML

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