Private Client Banker - Mindanao Way & Glencoe - Marina Del Rey, CA
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We should include sections only when posting has real specific content. There's no explicit Benefits, Pay, Schedule content. So we should not include those headings.
We need to preserve all substantive info, not invent. Remove boilerplate: cookie/navigation/legal/EEO etc. The posting includes a lot of legal text about Dodd Frank etc. That's substantive (regulatory requirements). Should we keep it? It's part of job description; we should keep it but maybe under a section like "Requirements" or "Qualifications". The instruction says we can use headings like Requirements, Qualifications, Skills. We need to decide how to structure.
We have:
- Intro paragraph: "You have a passion for taking care of our customers..." That's about the role.
- Then "As a Private Client Banker in Branch Banking, you are the main point of contact..." That's also role description.
- Then "Job Responsibilities" heading followed by bullet list (though not using in source). We need to convert to - .
- Then "Required Qualifications, Capabilities, And Skills" heading followed by list of items (some sentences). Then "Preferred Qualifications, Capabilities, And Skills" heading followed by list.
- Then there is a repeated "Dodd Frank/Truth in Lending Act" heading and paragraphs about compliance, NMLS, etc. That's regulatory requirements. Could be part of "Requirements" or separate "Compliance" but we only have allowed headings list; we could put under "Requirements". Since we already have Required Qualifications, we could incorporate that regulatory text into Required Qualifications or a separate "Requirements" section. But we must not repeat headings unnecessarily. Perhaps better to have sections: About the role, Responsibilities, Required Qualifications, Preferred Qualifications, and maybe Compliance (but not in allowed list). The allowed list includes Requirements, Qualifications, Skills. We could treat Required Qualifications as Qualifications, Preferred as Skills? But they'd overlap.
Better: Use "About the role" for intro, "Responsibilities" for responsibilities list, "Required Qualifications" for required qualifications list, "Preferred Qualifications" for preferred qualifications list, and then a separate "Regulatory Requirements" maybe not allowed but we could incorporate into Required Qualifications as it's also a requirement. However the instruction says we can use headings like Requirements, Qualifications, Skills. It didn't forbid other headings? 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, not exclusive. But to be safe, we can stick to those examples. We could put regulatory text under "Requirements". Then we have Required Qualifications under "Qualifications". Preferred under "Skills". Or we could combine Required and Preferred into Qualifications and Skills.
Let's decide:
- About the role: intro paragraphs.
- Responsibilities: list of duties.
- Requirements: includes the regulatory compliance text (Dodd Frank, NMLS, Federal Deposit Insurance Act, etc.) plus maybe the mandatory qualifications like high school degree, SIE exam, etc. Actually those are qualifications. But we can separate: Requirements = mandatory qualifications + regulatory compliance. Qualifications = maybe the same? Hmm.
Better to follow the source: They have "Required Qualifications, Capabilities, And Skills" and "Preferred Qualifications, Capabilities, And Skills". So we can map Required to "Qualifications" and Preferred to "Skills". Then we need a separate "Requirements" for regulatory stuff? But the regulatory stuff is also under Required Qualifications (they mention adherence to policies, etc.) Actually the Required Qualifications list includes: "Adherence to policies, procedures, and regulatory banking requirements" and "Compliance with Dodd Frank/Truth in Lending Act*". So the regulatory stuff is already there. Then later there is a separate section repeating Dodd Frank/Truth in Lending Act with more detail. That seems like extra detail but still regulatory. We could include that under Qualifications as well (maybe as a subsection). But to avoid duplication, we should keep all content but not repeat headings unnecessarily. We could keep the Required Qualifications block as is, and then after that we have the Dodd Frank/Truth in Lending Act block which adds more detail; we could incorporate that into the same Qualifications section, maybe as a sublist.
Thus final sections:
- About the role (intro paragraphs)
- Responsibilities (list)
- Qualifications (combined Required and Preferred? But we need to keep both required and preferred distinct? Could split into Required Qualifications and Preferred Qualifications as separate headings, but those are not in the examples but could be used. The instruction says "e.g." so we can use other headings if needed. Safer to use Required Qualifications and Preferred Qualifications as headings.
- Maybe also a separate "Regulatory Requirements" for the Dodd Frank etc block, but that repeats content already in Required Qualifications. However the later block includes more specifics like NMLS registration, credit report review, etc. That is not in the Required Qualifications list. So we need to include it. Could put under "Requirements" heading.
Thus sections:
About the role
Responsibilities
Requirements (regulatory/compliance details)
Qualifications (required qualifications)
Skills (preferred qualifications)
Check if any content missing: The intro includes two paragraphs: first about passion, second about opportunity to help people experience Customer Promise, third about As a Private Client Banker... We'll combine into About the role.
Responsibilities: list items.
Requirements: the Dodd Frank/Truth in Lending Act block plus Federal Deposit Insurance Act block? Actually there is also a Federal Deposit Insurance Act paragraph at the end. That's also regulatory. So include both under Requirements.
Qualifications: Required Qualifications list.
Skills: Preferred Qualifications list.
Make sure we don't include boilerplate like "Note that any felony conviction..." etc is part of Requirements, keep it.
We must not include application instructions, EEO, etc. There's none.
Now produce HTML fragment:
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
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
Federal Deposit Insurance Act: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
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
- 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
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
Check for any duplicated content: We have "Adherence to policies, procedures, and regulatory banking requirements" appears both in Responsibilities and Qualifications; that's fine as it's in source.
We have "Compliance with Dodd Frank/Truth in Lending Act*" in Qualifications; we also have detailed Requirements section about that. That's okay.
We must not include any boilerplate like "EEO", etc. Not present.
We must not include job ID/requisition numbers; none.
We must not include application instructions; none.
We must
- .
- Then "Required Qualifications, Capabilities, And Skills" heading followed by list of items (some sentences). Then "Preferred Qualifications, Capabilities, And Skills" heading followed by list.
- Then there is a repeated "Dodd Frank/Truth in Lending Act" heading and paragraphs about compliance, NMLS, etc. That's regulatory requirements. Could be part of "Requirements" or separate "Compliance" but we only have allowed headings list; we could put under "Requirements". Since we already have Required Qualifications, we could incorporate that regulatory text into Required Qualifications or a separate "Requirements" section. But we must not repeat headings unnecessarily. Perhaps better to have sections: About the role, Responsibilities, Required Qualifications, Preferred Qualifications, and maybe Compliance (but not in allowed list). The allowed list includes Requirements, Qualifications, Skills. We could treat Required Qualifications as Qualifications, Preferred as Skills? But they'd overlap.
Better: Use "About the role" for intro, "Responsibilities" for responsibilities list, "Required Qualifications" for required qualifications list, "Preferred Qualifications" for preferred qualifications list, and then a separate "Regulatory Requirements" maybe not allowed but we could incorporate into Required Qualifications as it's also a requirement. However the instruction says we can use headings like Requirements, Qualifications, Skills. It didn't forbid other headings? 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, not exclusive. But to be safe, we can stick to those examples. We could put regulatory text under "Requirements". Then we have Required Qualifications under "Qualifications". Preferred under "Skills". Or we could combine Required and Preferred into Qualifications and Skills. Let's decide: - About the role: intro paragraphs. - Responsibilities: list of duties. - Requirements: includes the regulatory compliance text (Dodd Frank, NMLS, Federal Deposit Insurance Act, etc.) plus maybe the mandatory qualifications like high school degree, SIE exam, etc. Actually those are qualifications. But we can separate: Requirements = mandatory qualifications + regulatory compliance. Qualifications = maybe the same? Hmm. Better to follow the source: They have "Required Qualifications, Capabilities, And Skills" and "Preferred Qualifications, Capabilities, And Skills". So we can map Required to "Qualifications" and Preferred to "Skills". Then we need a separate "Requirements" for regulatory stuff? But the regulatory stuff is also under Required Qualifications (they mention adherence to policies, etc.) Actually the Required Qualifications list includes: "Adherence to policies, procedures, and regulatory banking requirements" and "Compliance with Dodd Frank/Truth in Lending Act*". So the regulatory stuff is already there. Then later there is a separate section repeating Dodd Frank/Truth in Lending Act with more detail. That seems like extra detail but still regulatory. We could include that under Qualifications as well (maybe as a subsection). But to avoid duplication, we should keep all content but not repeat headings unnecessarily. We could keep the Required Qualifications block as is, and then after that we have the Dodd Frank/Truth in Lending Act block which adds more detail; we could incorporate that into the same Qualifications section, maybe as a sublist. Thus final sections: - About the role (intro paragraphs) - Responsibilities (list) - Qualifications (combined Required and Preferred? But we need to keep both required and preferred distinct? Could split into Required Qualifications and Preferred Qualifications as separate headings, but those are not in the examples but could be used. The instruction says "e.g." so we can use other headings if needed. Safer to use Required Qualifications and Preferred Qualifications as headings. - Maybe also a separate "Regulatory Requirements" for the Dodd Frank etc block, but that repeats content already in Required Qualifications. However the later block includes more specifics like NMLS registration, credit report review, etc. That is not in the Required Qualifications list. So we need to include it. Could put under "Requirements" heading. Thus sections: About the role Responsibilities Requirements (regulatory/compliance details) Qualifications (required qualifications) Skills (preferred qualifications) Check if any content missing: The intro includes two paragraphs: first about passion, second about opportunity to help people experience Customer Promise, third about As a Private Client Banker... We'll combine into About the role. Responsibilities: list items. Requirements: the Dodd Frank/Truth in Lending Act block plus Federal Deposit Insurance Act block? Actually there is also a Federal Deposit Insurance Act paragraph at the end. That's also regulatory. So include both under Requirements. Qualifications: Required Qualifications list. Skills: Preferred Qualifications list. Make sure we don't include boilerplate like "Note that any felony conviction..." etc is part of Requirements, keep it. We must not include application instructions, EEO, etc. There's none. Now produce HTML fragment:
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
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
Federal Deposit Insurance Act: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
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
- 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
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