Private Client Banker - (New Build) Ogden Village - Wilmington, NC
JPMorganChase · Wilmington, NC · 1 mo 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. We must not repeat job title. No Job ID etc. Remove boilerplate. 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.
Then "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
Then "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
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 paragraph about qualification requirements for Loan Originators, contingent on review of criminal conviction history, credit report, NMLS, etc. Also mentions NMLS registration under SAFE Act, etc. This is more details about compliance.
We need to decide sections: About the role (first paragraph). Responsibilities (list). Requirements (maybe combine required qualifications?). Qualifications? The instruction says use headings for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide which sections have content.
We have responsibilities list. We have required qualifications (including experience, licenses, education, compliance). We have preferred qualifications (skills). Could treat "Qualifications" as required qualifications, and "Skills" as preferred qualifications (skills). Or we could combine required and preferred into Qualifications and Skills.
We have no explicit Benefits, Pay, Schedule info. There's mention of ability to work branch hours, including weekends and some evenings (that's schedule). That is schedule info. So we can include Schedule section with that bullet.
We have no explicit Benefits or Pay. So we should not include those sections.
Thus sections: About the role, Responsibilities, Requirements (maybe required qualifications), Skills (preferred qualifications/skills), Schedule (ability to work branch hours). Possibly also Qualifications? But we already have Requirements. The instruction list includes both Requirements and Qualifications as separate headings. We need to decide if we have content for both. Could split required qualifications into Requirements, and preferred qualifications into Qualifications? Or treat Qualifications as required qualifications and Skills as preferred. But we have both required and preferred. The instruction says use headings for those sections; we should include a section only when posting has real specific content for it. So we need to see if we have content for Requirements and Qualifications separately.
We could interpret:
- Requirements: mandatory items (required qualifications)
- Qualifications: maybe education/degrees? But we already have education in required. Might be redundant.
Better to follow typical job posting: Requirements = mandatory qualifications; Qualifications = preferred qualifications; Skills = specific skills. But we have both required and preferred. Could map:
Requirements: Required Qualifications, Capabilities, And Skills (the list)
Qualifications: Preferred Qualifications, Capabilities, And Skills (the list)
Skills: maybe we could extract specific skills like excellent communication skills, etc. But that overlaps.
Alternatively, we could combine required and preferred into Qualifications and Skills respectively. But we need to avoid thin sections.
Given the instruction: "Prefer a few substantive sections over many thin ones." So we should not create many sections with little content. So maybe we combine required and preferred into one Qualifications section, and Skills maybe not needed. But we have schedule info.
Thus we could have:
- About the role
- Responsibilities
- Qualifications (combining required and preferred)
- Schedule
But the instruction list includes Requirements and Qualifications as separate headings; we can omit Requirements if we don't have distinct content separate from Qualifications. However we have required qualifications content; we could treat that as Requirements, and preferred as Qualifications. That gives two sections each with substantive content.
Let's do:
for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title. No Job ID etc. Remove boilerplate. 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.
Then "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
Then "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
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 paragraph about qualification requirements for Loan Originators, contingent on review of criminal conviction history, credit report, NMLS, etc. Also mentions NMLS registration under SAFE Act, etc. This is more details about compliance.
We need to decide sections: About the role (first paragraph). Responsibilities (list). Requirements (maybe combine required qualifications?). Qualifications? The instruction says use headings for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide which sections have content.
We have responsibilities list. We have required qualifications (including experience, licenses, education, compliance). We have preferred qualifications (skills). Could treat "Qualifications" as required qualifications, and "Skills" as preferred qualifications (skills). Or we could combine required and preferred into Qualifications and Skills.
We have no explicit Benefits, Pay, Schedule info. There's mention of ability to work branch hours, including weekends and some evenings (that's schedule). That is schedule info. So we can include Schedule section with that bullet.
We have no explicit Benefits or Pay. So we should not include those sections.
Thus sections: About the role, Responsibilities, Requirements (maybe required qualifications), Skills (preferred qualifications/skills), Schedule (ability to work branch hours). Possibly also Qualifications? But we already have Requirements. The instruction list includes both Requirements and Qualifications as separate headings. We need to decide if we have content for both. Could split required qualifications into Requirements, and preferred qualifications into Qualifications? Or treat Qualifications as required qualifications and Skills as preferred. But we have both required and preferred. The instruction says use headings for those sections; we should include a section only when posting has real specific content for it. So we need to see if we have content for Requirements and Qualifications separately.
We could interpret:
- Requirements: mandatory items (required qualifications)
- Qualifications: maybe education/degrees? But we already have education in required. Might be redundant.
Better to follow typical job posting: Requirements = mandatory qualifications; Qualifications = preferred qualifications; Skills = specific skills. But we have both required and preferred. Could map:
Requirements: Required Qualifications, Capabilities, And Skills (the list)
Qualifications: Preferred Qualifications, Capabilities, And Skills (the list)
Skills: maybe we could extract specific skills like excellent communication skills, etc. But that overlaps.
Alternatively, we could combine required and preferred into Qualifications and Skills respectively. But we need to avoid thin sections.
Given the instruction: "Prefer a few substantive sections over many thin ones." So we should not create many sections with little content. So maybe we combine required and preferred into one Qualifications section, and Skills maybe not needed. But we have schedule info.
Thus we could have:
- About the role
- Responsibilities
- Qualifications (combining required and preferred)
- Schedule
But the instruction list includes Requirements and Qualifications as separate headings; we can omit Requirements if we don't have distinct content separate from Qualifications. However we have required qualifications content; we could treat that as Requirements, and preferred as Qualifications. That gives two sections each with substantive content.
Let's do:
About the role
...
Responsibilities
- ...
Requirements
- ... required qualifications list ...
Qualifications
- ... preferred qualifications list ...
Schedule
Ability to work branch hours, including weekends and some evenings.
We should not include Benefits, Pay. Check for any other schedule info: maybe "Ability to work branch hours, including weekends and some evenings." That's the only schedule. Now we need to ensure we preserve all substantive information, not invent or summarize away detail. We must not omit any required qualifications details. Let's extract required qualifications list exactly: - 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: The last item about ability to work branch hours also appears in schedule; we might duplicate. But we should not duplicate content. Since schedule section will contain that, we could remove it from Requirements to avoid duplication. However the instruction says preserve ALL substantive information; we can keep it in either place but not duplicate. Better to keep schedule info only in Schedule section, and remove from Requirements to avoid duplication. But we need to check if that info is considered part of requirements; moving it may be okay as long as it's preserved somewhere. We'll place it in Schedule. Thus Requirements list will exclude the ability to work branch hours line. Now Preferred qualifications 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 Now we also have some other statements about Dodd Frank/Truth in Lending Act etc. That is a separate paragraph after the preferred qualifications. This is more detail about compliance requirements. Should we include that? It's substantive info about compliance. Could be part of Requirements or Qualifications. Since it's about compliance with Dodd Frank/Truth in Lending Act and NMLS registration, it's a requirement. We could add a subsection under Requirements or maybe a separate section but we don't have a heading for Compliance. Could incorporate into Requirements as a bullet point. Let's extract that paragraph: "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" We need to preserve this info. It's quite long. We could include as a paragraph under Requirements (maybe after the bullet list). Or we could make a separate section like "Compliance" but not in allowed headings. Since we only allowed headings list, we should not create a new heading. So we can incorporate into Requirements as a paragraph after the bullet list. Thus Requirements section will have a- for the bullet list, then a
for the Dodd Frank paragraph. Now we need to ensure we don't include boilerplate like "Note that any felony conviction within the last seven years will disqualify you from consideration for this position." That's part of the paragraph, we keep. Now About the role paragraph: we need to capture the first paragraph exactly as given, but we can trim extra spaces. Let's copy: "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