Private Client Banker - Milwaukee and 82nd - Lubbock, TX

We need to output HTML fragment with sections for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title. Remove boilerplate, navigation, legal, EEO, etc. Must preserve all substantive info. We need to parse the job description. Content: First paragraph: "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. Could be "About the role". Next: "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 Next: "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 Note: There's also "Preferred Qualifications, Capabilities, And Skills": - 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 repeated "Dodd Frank/Truth in Lending Act" paragraph about NMLS registration etc. This seems like more details about requirements (regulatory). Should be included under Requirements or Qualifications. We need to preserve all substantive info, but we can combine. We also have "About Us" paragraph describing JPMorganChase, benefits, etc. This includes benefits info: "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." Also mention equal opportunity employer etc. That's boilerplate EEO; we should remove EEO/equal-opportunity boilerplate. The instructions: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. So we should remove the EEO statements. Also remove "About Us" maybe? It's not boilerplate; it's substantive about company and benefits. We can keep the benefits description. However "About Us" includes history etc. Might be considered not essential but still substantive. The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." So we should keep the About Us description (history, etc.) as it's substantive. However we need to decide where to place it. Could be a section "About the company" but not in allowed headings list. The allowed headings are: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We could put company info under "About the role"? Might be okay but better to put under "About the role" maybe. However "About the role" is already used for role description. Could we add another section like "About the company"? Not allowed headings; we should only use those headings if content exists. If we have content that doesn't fit those headings, maybe we should not create a heading; we could just put it in a

without a heading? The instruction: "use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It suggests we can use those headings; but does not forbid other headings? It says use

for section headings (e.g. ...). Likely they expect only those headings. So we should map content to those headings. If some content doesn't fit, we could incorporate into existing sections. Thus: - About the role: include the introductory paragraph about passion, opportunity, main point of contact, managing relationship, acquiring new clients. - Responsibilities: the bullet list. - Requirements: maybe combine Required Qualifications and the Dodd Frank/NMLS details. Could be "Requirements". We'll include required qualifications bullet list plus the Dodd Frank/NMLS paragraph. - Qualifications: maybe Preferred Qualifications? Actually we have both Required and Preferred. The headings list includes Qualifications and Skills separate. Could treat Required as "Requirements", Preferred as "Qualifications", and Skills as separate? But we also have Skills listed under Preferred? Actually Preferred includes communication skills, college degree, experience cultivating relationships, strong team orientation. Those could be considered Qualifications and Skills. The headings list includes Qualifications and Skills separate. We could put Preferred Qualifications under "Qualifications" and the skill items under "Skills". However the Preferred list includes both qualifications and skills. We could split: Qualifications: College degree or military equivalent, Experience cultivating relationships with affluent clients, Strong team orientation with a commitment of long-term career with the firm. Skills: Excellent communication skills. But also there is "Demonstrated success using a value-added, relationship-oriented approach..." which is a skill/qualification but it's under Required. Might be better to treat Required as "Requirements", Preferred as "Qualifications", and then maybe we don't need a separate Skills section unless we have explicit skills list. The Preferred includes "Excellent communication skills" which is a skill. Could put that under Skills. Thus: - Requirements: Required Qualifications bullet list + Dodd Frank/NMLS details. - Qualifications: Preferred Qualifications (excluding communication skills?) Actually we could include college degree, experience cultivating relationships, strong team orientation. - Skills: Excellent communication skills. - Benefits: from About Us paragraph about total rewards, benefits list. - Pay: The paragraph mentions base salary determined based on role, experience, skill set and location; commission-based pay and/or discretionary incentive compensation. That's pay info. So we can create a Pay section with that. - Schedule: Not explicitly mentioned except "Ability to work branch hours, including weekends and some evenings" which is under Requirements. Could be schedule info. But we could also put schedule under Requirements. However we have a Schedule heading; we could include schedule info there if present. The posting mentions ability to work branch hours, including weekends and some evenings. That's schedule. So we can put that under Schedule. But we must not create sections with filler like "not specified". We have actual schedule info. Thus sections: About the role Responsibilities Requirements Qualifications Skills Benefits Pay Schedule Now we need to ensure we don't repeat content. Let's extract each. About the role paragraph: "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." We should keep that as

. Responsibilities: list items as

• . Requirements: combine required qualifications bullet list and Dodd Frank/NMLS details. Let's list required qualifications bullet points: - 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 But note the last bullet about ability to work branch hours is also schedule; we might move that to Schedule section. However it's also a requirement. To avoid duplication, we could keep it under Requirements and not have Schedule separate, but we have schedule info elsewhere. Let's see if we need Schedule section: we have schedule info from that bullet. If we move it to Schedule, we should remove from Requirements to avoid duplication. The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." So we need to keep that info somewhere. We can put it under Schedule and not duplicate. So we will remove that bullet from Requirements. Thus Requirements bullets: - 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 Now we also have Dodd Frank/NMLS paragraph after "Dodd Frank/Truth in Lending Act". This is more detail about registration requirements. Should be included under Requirements as well (maybe as a subparagraph