Private Client Banker - (New Build) Hwy 72 & Shields - Huntsville, AL

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 need to parse the job description. 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. So we can have

About the role

with

containing that paragraph. Next: "Job Responsibilities" then 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. So we can have

Responsibilities

with

• each. Next: "Required Qualifications, Capabilities, And Skills" then 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: "Compliance with Dodd Frank/Truth in Lending Act*" appears also later in a separate section. We'll include it once. Then "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 section "Dodd Frank/Truth in Lending Act" with a lot of text about registration, NMLS, etc. That seems like additional requirements/qualifications. Could be part of Requirements or Qualifications. Since we already have Required Qualifications and Preferred Qualifications, we could treat the Dodd Frank section as part of Requirements (maybe under "Requirements" heading). But we already have Required Qualifications heading. The instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we need to map content accordingly. We have "Required Qualifications, Capabilities, And Skills" and "Preferred Qualifications, Capabilities, And Skills". Those could go under Qualifications (maybe split into Required and Preferred). But we have only one Qualifications heading allowed? We could have a single Qualifications section with subpoints? The instruction: Use

  for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid having multiple subheadings inside? It says use

  for section headings. Likely each top-level section gets an h3. So we could have Qualifications h3 and inside we could have paragraphs distinguishing required vs preferred. Or we could split into Required Qualifications and Preferred Qualifications as separate h3? But the list of allowed headings includes Qualifications (singular). It didn't list Required Qualifications or Preferred Qualifications separately. So better to combine them under Qualifications. Similarly, Skills heading: we have skills listed in both required and preferred; we could extract skills into Skills section. Requirements heading: could include things like ability to work branch hours, compliance, etc. But many of those are already in qualifications. Might be overlapping. We need to decide a sensible split. Let's extract substantive content: - About the role: paragraph. - Responsibilities: bullet list (5 items). - Requirements: maybe include mandatory items: 1+ year Branch Banking Banker or equivalent experience; Beginning Oct. 1, 2018... SIE exam etc; Compliance with Dodd Frank/Truth in Lending Act; High school degree/GED; Ability to work branch hours including weekends and some evenings; Adherence to policies, procedures, and regulatory banking requirements (maybe duplicate). Also the Dodd Frank/Truth in Lending Act detailed section about NMLS registration etc. That seems like a requirement. - Qualifications: maybe include Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships (that's more a skill/experience). Also maybe "Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships" could be under Qualifications. Also "College degree or military equivalent" (preferred). Also "Experience cultivating relationships with affluent clients" (preferred). Also "Strong team orientation with a commitment of long-term career with the firm" (preferred). Also "Excellent communication skills" (preferred). Also maybe "Demonstrated success using a value-added, relationship-oriented approach..." is more a qualification. - Skills: maybe include "Excellent communication skills", "Strong team orientation", "Experience cultivating relationships with affluent clients", "College degree or military equivalent" (that's education not skill). Hmm. Better approach: Use the headings as they appear in the posting: "Job Responsibilities", "Required Qualifications, Capabilities, And Skills", "Preferred Qualifications, Capabilities And Skills", and the Dodd Frank section. But the instruction says to use those specific headings (About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we need to map. Thus: - About the role: intro paragraph. - Responsibilities: the bullet list under Job Responsibilities. - Requirements: combine the mandatory items from Required Qualifications (including experience, exams, licenses, high school degree, ability to work branch hours, adherence to policies, Dodd Frank compliance). Also include the detailed Dodd Frank/Truth in Lending Act section (NMLS registration etc.) as part of Requirements. - Qualifications: maybe include the "Demonstrated success using a value-added, relationship-oriented approach..." (that's more a skill/experience but could be qualification). Also maybe "College degree or military equivalent" (preferred) but that's more qualification. However we already used college degree maybe under Requirements? Actually high school degree is required; college degree is preferred. So we could put college degree under Qualifications (preferred). Also "Experience cultivating relationships with affluent clients" (preferred). Also "Strong team orientation with a commitment of long-term career with the firm" (preferred). Also "Excellent communication skills" (preferred). Also maybe "Demonstrated success using a value-added, relationship-oriented approach..." could be under Qualifications as well. - Skills: maybe include "Excellent communication skills", "Strong team orientation", "Experience cultivating relationships with affluent clients". But that duplicates. We could decide to not have a separate Skills section if content overlaps; but instruction says prefer a few substantive sections over many thin ones. So we could combine Qualifications and Skills into one Qualifications section. But we have both headings allowed; we could still include Skills if we have distinct skill items not covered elsewhere. Let's see what distinct skill items exist: "Excellent communication skills", "Strong team orientation", "Experience cultivating relationships with affluent clients". Those are more like skills/experience. Could go under Skills. Qualifications could include: "Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships", "College degree or military equivalent", maybe also "High school degree, GED, or foreign equivalent" (but that's required). Actually high school degree is a requirement, not qualification. Thus: - Requirements: mandatory items: 1+ year Branch Banking Banker or equivalent experience; SIE exam/FINRA Series 6/7 etc; Compliance with Dodd Frank/Truth in Lending Act; High school degree/GED/foreign equivalent; Ability to work branch hours including weekends and some evenings; Adherence to policies, procedures, and regulatory banking requirements; plus the detailed NMLS registration/Dodd Frank section. - Qualifications: Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships; College degree or military equivalent. - Skills: Excellent communication skills; Strong team orientation with a commitment of long-term career with the firm; Experience cultivating relationships with affluent clients. Check if any content missing: The bullet about "Partners with Specialists..." etc is in Responsibilities. Good. The bullet about "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" is in Responsibilities. The bullet about "Adheres to policies, procedures, and regulatory banking requirements" appears both in Responsibilities and Required Qualifications; we can include it only once maybe under Responsibilities (makes sense) and not duplicate. Now we need to ensure we don't include boilerplate like "Note that any felony conviction within the last seven years will disqualify you..." That's part of Dodd Frank section; we should keep it as it's substantive? It's about eligibility; it's part of the Dodd Frank/Truth in Lending Act section. It's substantive. We'll keep it. Also the paragraph about NMLS registration etc. Keep. We must remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The Dodd Frank section includes some legal language but it's part of the job requirements; we keep. Now produce HTML. Structure:

  About the role

  ...

  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

  • 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