Relationship Banker 2 - Los Angeles Vermont - Los Angeles, CA
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. No job title heading. No Job ID etc. Remove boilerplate: EEO, E-Verify, etc. Also remove application instructions, disability accommodations line? The instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The disability accommodations line is maybe part of application instructions? It says "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 likely application instruction, so remove.
We need to preserve all substantive information: description of role, responsibilities, qualifications, preferred skills, benefits, pay range, location expectations (maybe schedule?). The posting includes "Location Expectations This role requires working from a U.S. Bank location for all scheduled work days." That's schedule info (must work onsite). Could be a Schedule section. Also "Pay Range: $27.22 - 33.26". So Pay section.
Benefits: list of benefits given.
We need sections: About the role (maybe intro paragraph), Responsibilities (list of duties), Requirements (basic qualifications), Qualifications (maybe preferred skills?), Skills (maybe combine?), Benefits, Pay, Schedule.
We must not create sections with filler like "commensurate with experience". The basic qualifications includes "Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training". That includes "commensurate training" which is filler? It's part of the qualification; we can keep it but not as a separate heading. It's okay.
We need to avoid repeating job title. Not include "Job Description" heading.
We'll produce something like:
About the role
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.
Responsibilities
- Build relationships with customers by meeting face to face and engaging them when and where they need to provide the best possible counsel.
- Assess and attend to customers’ banking needs, obtain and process customer and account information.
- Educate clients on available deposit and loan products and services, and recommend financial solutions based on each customer’s unique goals and needs.
- Originate and close consumer loans, open accounts, and open and/or close the branch.
- Build and foster relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences.
- Identify solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.
- Maintain a working knowledge of consumer and business banking products and services including digital products and services.
- Provide a consistent optimal client experience, including greeting clients and processing basic transactions.
- Develop collaborative partnerships with branch team members and partners to best serve clients.
- Open new consumer and business accounts, complete service requests and submit credit applications.
- Proactively educate clients on emerging and self-service digital products and services to assist with meeting their financial needs.
- Leverage available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.
Requirements
- High school diploma or equivalent
- Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training
- 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.
Preferred Skills/Experience
- 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
- Thorough knowledge of all retail products and services
- Proven customer service and interpersonal skills
- Experience in participating in sales campaigns/promotions
- 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 advanced 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: $27.22 - 33.26
Schedule
This role requires working from a U.S. Bank location for all scheduled work days.
We must ensure no boilerplate like EEO, E-Verify, etc. Also remove "Location Expectations" heading; we turned into Schedule. Check for any duplicated lines: we have not duplicated. Make sure we didn't include any "Application instructions". We removed disability accommodations line. Check for any mention of "Review our full benefits available by employment status here." That's a link; we can keep as part of benefits? It's a reference; but it's not substantive detail; maybe we can keep as a sentence? The instruction: preserve ALL substantive information; do NOT invent or summarize away detail. That line is a reference to full benefits; it's not substantive detail but could be considered boilerplate? It's a link to more info; might be considered navigation? Probably safe to omit as it's not a benefit itself. We'll omit. Also "Our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind." That's descriptive; we could include as a paragraph before list. But we already have a Benefits section with list; we could add abefore list. The instruction: prefer a few substantive sections over many thin ones. We can include a short paragraph. Similarly for Pay: "The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements)." That's substantive; we could include as paragraph before pay range. However we already have Benefits section; this is about pay and additional benefits. Might be worth adding to Pay section as a paragraph. But we must not create sections with filler like "commensurate with experience". That's okay. We need to decide what to include. Let's include a brief paragraph under Pay about salary range reflecting primary location etc. And mention additional benefits like incentive etc. But we already have Benefits section; maybe we can incorporate that extra info into Benefits? However the instruction says preserve ALL substantive information; we can add a
under Pay. Similarly for Schedule: we have just the sentence; fine. Let's craft final HTML. We must output only HTML fragment, no markdown. Let's produce:
About the role
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.
Responsibilities
- Build relationships with customers by meeting face to face and engaging them when and where they need to provide the best possible counsel.
- Assess and attend to customers’ banking needs, obtain and process customer and account information.
- Educate clients on available deposit and loan products and services, and recommend financial solutions based on each customer’s unique goals and needs.
- Originate and close consumer loans, open accounts, and open and/or close the branch.
- Build and foster relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences.
- Identify solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.
- Maintain a working knowledge of consumer and business banking products and services including digital products and services.
- Provide a consistent optimal client experience, including greeting clients and processing basic transactions.
- Develop collaborative partnerships with branch team members and partners to best serve clients.
- Open new consumer and business accounts, complete service requests and submit credit applications.
- Proactively educate clients on emerging and self-service digital products and services to assist with meeting their financial needs.
- Leverage available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.
Requirements
- High school diploma or equivalent
- Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training
- 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.
Preferred Skills/Experience
- 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
- Thorough knowledge of all retail products and services
- Proven customer service and interpersonal skills
- Experience in participating in sales campaigns/promotions
- Experience with using and demonstrating digital products and self-service technologies