Private Client Banker- Princeton Branch - New Jersey Princeton Market

We need to produce HTML fragment with sections: About the role (maybe from description), Responsibilities, Requirements (maybe combine Required Qualifications, Capabilities, And Skills), Skills? The posting includes "Required Qualifications, Capabilities, And Skills" and "Preferred Qualifications, Capabilities, And Skills". We can combine into Requirements and Preferred? But we need sections only when real specific content. We have responsibilities list. We have required qualifications list. We have preferred qualifications list. We have benefits? The posting mentions "We offer a competitive total rewards package..." includes benefits but not specific list. It mentions 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. That's specific enough for Benefits section. Pay: mentions base salary determined based on role, experience, skill set and location; commission-based pay and/or discretionary incentive compensation. That's specific enough for Pay section. Schedule: mentions ability to work branch hours, including weekends and some evenings. That's schedule. So we can include Pay, Schedule, Benefits sections. We must not repeat job title as heading. Use

for section headings. Use

• for any list of duties/requirements/benefits. Use

  for prose. We must remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions. Also remove "About Us", "About The Team"? Those may be considered boilerplate but they contain substantive info about company. The instruction: "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions." "About Us" and "About The Team" are not explicitly prohibited, but they might be considered boilerplate? However they contain substantive info about the firm. The instruction says preserve ALL substantive information; do NOT invent or summarize away detail. So we should keep relevant info about the role, responsibilities, qualifications, benefits, pay, schedule. The "About Us" and "About The Team" are generic company description; could be considered boilerplate but they are not prohibited. However they might be considered filler? The instruction says prefer a few substantive sections over many thin ones. Could combine company info into About the role? But we already have About the role section from job description. Could we include a short paragraph about Chase? Might be okay. But we need to avoid duplication: The job description already includes a paragraph about passion etc. That's essentially About the role. We'll make that as

  About the role

  with

  ...

  . Responsibilities: list items. Requirements: we could have Required Qualifications and Preferred Qualifications combined under Requirements? Or separate sections? The instruction: Prefer a few substantive sections over many thin ones. So maybe combine Required and Preferred into a single Requirements section with subheadings? But we cannot use headings other than h3 for section headings. Could we use

  Required Qualifications

  and

  Preferred Qualifications

  ? That would be multiple sections but maybe okay if they have substantive content. However they'd be thin? They have several bullet points each. Could be okay. But we also have Benefits, Pay, Schedule sections. We must not include sections with filler like "commensurate with experience". We have actual content. Let's extract content. About the role: The 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 the prose. Responsibilities 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: - 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: - 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 Also there is a note about Dodd Frank/Truth in Lending Act repeated later, but we can ignore duplicate. Benefits: from "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." We can split Pay and Benefits. Pay: base salary determined based on role, experience, skill set and location; eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity. Benefits: 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. Schedule: Ability to work branch hours, including weekends and some evenings (already in required qualifications). Could also be separate schedule section. We must not duplicate content. If we put schedule in Required Qualifications, we might also have a Schedule section; that would duplicate. Better to keep schedule only in Schedule section and remove from Required Qualifications? But Required Qualifications includes ability to work branch hours... That's a qualification. Could keep it there and not have separate Schedule section. However the instruction says include a section ONLY when the posting has real, specific content for it. The posting does mention ability to work branch hours, including weekends and some evenings. That's specific. So we could have a Schedule section with that content. Then we should remove that line from Required Qualifications to avoid duplication. But we must preserve ALL substantive information; we can't remove it. We could keep it in both places? That would be duplication, which we should avoid per instruction: "Remove ... duplicated lines". So we should not duplicate. So we need to decide where to place it. Probably better to put it under Schedule section, and remove from Required Qualifications. But then we lose that qualification info? However the schedule is also a qualification; but we can treat it as schedule info. The instruction says preserve ALL substantive information; moving it to a different section still preserves it. So we can place it under Schedule section and not duplicate. Thus Required Qualifications will exclude that line. Now we need to format. We'll produce:

  About the role

  ...

  Responsibilities

  • ...
  ...

  Required Qualifications

  • ...
  ...

  Preferred Qualifications

  • ...
  ...

  Benefits

  • ...
  ...

  Pay

  Base salary determined based on the role, experience, skill set and location. Eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity.

  Schedule

  Ability to work branch hours, including weekends and some evenings.

  We must ensure no markdown fences, just raw HTML. Check for any leftover boilerplate: We removed "About Us", "About The Team", EEO statements, etc. Also removed duplicated lines like "Adherence to policies, procedures, and regulatory banking requirements" appears both in responsibilities and required qualifications; we have it in responsibilities list and also in required qualifications? Actually we have "Adherence to policies, procedures, and regulatory banking requirements" in responsibilities list (last item). In required qualifications we also had that line; we removed it to avoid duplication. Good. Check for any other duplicated lines: "Compliance with Dodd Frank/Truth in Lending Act*" appears in required qualifications and later in a note; we keep only one. Now ensure we didn't miss any substantive info: The note about Dodd Frank/Truth in Lending Act includes details about NMLS registration, criminal conviction history, etc. That's substantive and should be preserved. We omitted that! We need to include that info somewhere. It's under "Dodd Frank/Truth in Lending Act" heading after responsibilities. That is important. We should include that as part of Requirements maybe a subsection? Since it's about qualifications/requirements. We could add a

  Regulatory Requirements

  or incorporate into Required Qualifications. But we already have Required Qualifications section; we can add those details as list items there. Thus we need to extract that paragraph: "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