Jobs · Finance · California

Relationship Banker 1 - Yuba City, CA (25hrs)

U.S. Bank · Yuba City, CA · 1 mo ago
Finance$21.68–$26.5/hrPart-time
We need to output HTML fragment with sections: headings

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We need to parse the job posting. First, there is introductory paragraph about U.S. Bank mission etc. That could be "About the role" or maybe "About the company". The instruction: use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can choose appropriate headings. We need to preserve all substantive info, remove boilerplate like EEO, legal, application instructions, cookie/navigation, duplicated lines. We need to include sections only when posting has real specific content. Let's extract content: - Intro: "At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One." That's about the company/role. Could be "About the role" or "About U.S. Bank". We'll use

About the role

and put that paragraph in

. - Job Description: "Relationship Bankers build relationships with customers by meeting face to face and engaging them when and where they need to provide the best possible counsel. Strong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each customer’s unique goals and needs. They are also responsible for originating and closing consumer loans, opening accounts, and opening and/or closing the branch. Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy." That's responsibilities/duties. Could be

Responsibilities

with
  • items. Need to break into list items. The paragraph contains many sentences; we can split each duty into a list item. Let's extract duties: 1. Build relationships with customers by meeting face to face and engaging them when and where they need to provide the best possible counsel. 2. Assess and attend to customers’ banking needs, obtain and process customer and account information. 3. Educate clients on available deposit and loan products and services. 4. Recommend financial solutions based on each customer’s unique goals and needs. 5. Originate and close consumer loans. 6. Open accounts. 7. Open and/or close the branch. 8. Build and foster relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. 9. Identify solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. 10. Maintain a working knowledge of consumer and business banking products and services including digital products and services. 11. Provide a consistent optimal client experience, including greeting clients and processing basic transactions. 12. Develop collaborative partnerships with branch team members and partners to best serve clients. 13. Open new consumer and business accounts, complete service requests and submit credit applications. 14. Proactively educate clients on emerging and self-service digital products and services to assist with meeting their financial needs. 15. Leverage available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy. We can combine some duplicates (e.g., building relationships appears twice). But we need to preserve all substantive info; we can keep both but maybe combine similar. However we should not invent or summarize away detail; we can keep both but they are similar. Might be okay to keep both but we could deduplicate? The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." So we should not omit any detail. If we combine, we might lose nuance. Better to keep each distinct sentence as separate list item, even if similar. But we need to avoid duplication of lines? The instruction also says "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines". Duplicated lines likely refers to exact duplicate lines in the posting, not similar content. There's no exact duplicate lines in responsibilities. So we can keep each sentence. Now after responsibilities, there is: "This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment." That's a requirement/qualification. Could be under

    Requirements

    or

    Qualifications

    . We have both Requirements and Qualifications as possible headings. We need to decide. The posting includes "Basic Qualifications" and "Preferred Skills/Experience". So we can have sections: Qualifications (Basic Qualifications) and Skills (Preferred Skills/Experience). Also we have Requirements (like NMLS registration). Could treat NMLS as part of Requirements. Thus: -

    Requirements

    : NMLS registration, background check, credit check. -

    Qualifications

    : Basic Qualifications: High school diploma or equivalent; Typically has less than four years of job-related, retail banking experience or a combination of experience and commensurate training. -

    Skills

    : Preferred Skills/Experience list. Then Benefits: The posting includes a Benefits paragraph with list. - Benefits: Healthcare (medical, dental, vision); Basic term and optional term life insurance; Short-term and long-term disability; Pregnancy disability and parental leave; 401(k) and employer-funded retirement plan; Paid vacation (from two to five weeks depending on salary grade and tenure); Up to 11 paid holiday opportunities; Adoption assistance; Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law. We need to put these in
    • . Pay: The posting includes "Pay Range: $21.68 - 26.50". Also mentions salary range reflects figures based on primary location etc. So we have pay info. Should include

      Pay

      with

      containing the range and maybe note about location. Schedule: The posting includes "Location Expectations This role requires working from a U.S. Bank location for all scheduled work days." That's about location, not schedule. No explicit schedule (like full-time, part-time, shift). There's no schedule info besides "all scheduled work days". Could we treat that as Schedule? The instruction says include Schedule section only if posting actually states them. It does state "working from a U.S. Bank location for all scheduled work days." That implies schedule but not explicit hours. Might be considered schedule info. However it's more about location. There's no mention of hours, shift, remote, etc. I'd argue not enough to create a Schedule section. Better to omit Schedule. Also there is a line about disability accommodations: "If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants." That's application instruction/boilerplate; should be removed. Also EEO statement, E-Verify, background check details beyond NMLS, etc. Those are boilerplate/legal; should be removed. Also "Posting may be closed earlier due to high volume of applicants." That's application instruction; remove. Also "U.S. Bank will consider qualified applicants with arrest or conviction records for employment." That's maybe part of EEO/legal; remove. Also "U.S. Bank conducts background checks consistent with applicable local laws..." etc. Remove. Also "Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics..." Remove. Thus we keep only substantive content: intro, responsibilities, NMLS requirement, basic qualifications, preferred skills, benefits, pay. Now we need to output HTML fragment only, no /, no markdown. We'll structure:

      About the role

      ...

      Responsibilities

      • ...
      • ...

      Requirements

      This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.

      Qualifications

      • High school diploma or equivalent
      • Typically has less than four years of job-related, retail banking experience or a combination of experience and commensurate training

      Skills

      • Proven ability to build and foster relationships with clients through proactive outreach and follow up
      • Ability to effectively engage and communicate with clients
      • Thorough knowledge of applicable bank and branch policies, procedures and support systems
      • Proven customer service and interpersonal skills
      • Experience with using and demonstrating digital products and self-service technologies
      • Ability to explore and identify a customer’s true needs while leveraging a digital first mindset
      • Demonstrated basic level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively
      • Experience in the financial services industry preferred

      Benefits

      • Healthcare (medical, dental, vision)
      • Basic term and optional term life insurance
      • Short-term and long-term disability
      • Pregnancy disability and parental leave
      • 401(k) and employer-funded retirement plan
      • Paid vacation (from two to five weeks depending on salary grade and tenure)
      • Up to 11 paid holiday opportunities
      • Adoption assistance
      • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

      Pay

      Pay Range: $21.68 - 26.50 (salary range reflects figures based on the primary location; actual range may differ based on location)

      We need to ensure we didn't include any boilerplate. The pay paragraph includes note about location; that's from the posting. It's substantive. Check for any leftover boilerplate: The intro paragraph is fine. Check responsibilities list: we need to ensure we didn't miss any duty sentences

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