Relationship Banker

Columbia Bank · Springfield, OR · 1 mo ago

Finance$19–$23/hrFull-time

We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We need to parse the posting. The posting includes: - About The Role: description of role (first paragraph). That is content. - About You: includes requirements: High School Diploma or GED, required. 2 years of banking and/or demonstrated sales experience required. 2 years developing current and new client relationships, achieving sales goals, and building referral sources in banking or retail environment with client Service and cash handling experience required. 2 years in a lending function with loan origination and processing functions required. In-depth knowledge of Consumer and Business products and services. Demonstrated proficiency in consumer and business lending. Demonstrated proficiency in consumer lending and basic business lending skills. Ability to understand cash flow, financial statements, and market risk. Demonstrates desire and ability to build upon technology skills in various delivery channels, including online banking platforms, Bill Pay, E-Statements, mobile banking, ATM, and business banking applications. This position may require you to act as a Bank MLO... (details). This position IS NOT authorized to act as a Bank Closed-End MLO... (details). All MLOs will be required to register as an MLO complying with the SAFE Act requirements. - Benefits: "Our Benefits We are proud to offer a competitive total rewards package including base wages and comprehensive benefits. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly." - Pay: "The pay range for this role is $19.00 - $23.00. The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process." - Schedule: "Primary Location: Ability to work fully onsite at posted location(s). 1011 Harlow Road Springfield OR 97477". That's location, not schedule. There's no explicit schedule like full-time, part-time, shift. Might not have schedule content. So we should not create Schedule section unless there is real specific content. There's no schedule info. So omit. - Qualifications: Might be overlapping with Requirements. The posting includes "About You" which includes qualifications and requirements. We could treat that as Requirements or Qualifications. The instruction: Use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide which sections to include based on content. We have About the role (we have). Responsibilities: The role description includes many duties: building relationships, offering financial advice, collaborating, community engagement, client financial reviews, making recommendations, maintaining contact, opening deposit accounts, originating loans, educating about services, proactive outbound calls, developing pipeline, supporting digital products, supporting community events. Those are responsibilities. So we can create a Responsibilities section with bullet list. Requirements: Could be the education/experience requirements: High School Diploma or GED, 2 years banking/sales, 2 years developing relationships, 2 years lending function, in-depth knowledge, proficiency, ability to understand cash flow, desire to build tech skills, MLO registration, not authorized for closed-end MLO. Those are requirements. Qualifications: Might be similar; maybe we can combine but we need to avoid thin sections. Could we put all under Requirements and skip Qualifications? The instruction: Prefer a few substantive sections over many thin ones. So we could combine Requirements and Qualifications into one? But we need to follow headings exactly if we include them. If we include Qualifications, we need real specific content. The posting does not have a separate "Qualifications" section distinct from requirements; it's all under About You. So we could treat About You as Requirements and skip Qualifications. Or we could treat About You as Qualifications and skip Requirements. Which is more appropriate? Usually Requirements are education/experience; Qualifications are skills/knowledge. The posting includes both. Could split: Requirements: education/experience (HS diploma, 2 years banking/sales, 2 years developing relationships, 2 years lending). Qualifications: knowledge/skills (in-depth knowledge, proficiency, ability to understand cash flow, tech skills, MLO registration). That would give two substantive sections. Skills: Could be separate: Demonstrated proficiency in consumer and business lending, ability to understand cash flow, financial statements, market risk, desire to build technology skills, etc. But that overlaps with Qualifications. Might be thin. Better to have: About the role, Responsibilities, Requirements, Qualifications, Benefits, Pay. That's six sections. We need to ensure we don't include filler like "commensurate with experience". Not present. We need to remove boilerplate: EEO, accommodation, staffing agencies, etc. Also remove "Our Commitment To Diversity" etc. Also remove "To Staffing And Recruiting Agencies". Also remove "If you require an accommodation..." etc. Also remove "Our Benefits" we keep but need to strip the introductory sentence maybe keep as prose. We need to preserve all substantive information. So we need to include all details from About You, Benefits, Pay, etc. We need to format lists with

for any list of duties/requirements/benefits. So for Responsibilities we should list duties as bullet points. For Requirements we list bullet points. For Qualifications bullet points. For Benefits bullet points. We need to use
for prose. We must not repeat job title as heading. Not include Job ID. We must output only HTML fragment. Let's extract content. About The Role paragraph: "Relationship Bankers build meaningful, long-term client relationships by exhibiting Breakthrough Client Service Standards and providing customized solutions to help clients achieve their financial goals. This includes offering sound financial advice, and often collaborating with internal Bank partners. Relationship bankers are expected to be active in the community and engage customers where and how they prefer to bank by providing education on digital and traditional solutions to achieve their banking needs. Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs. Make recommendations and follow through on commitments to clients.Maintains direct contact with external and internal clients, delivering outstanding service in alignment with the bank’s Breakthrough Client Service Standards.Primary associate in the branch to open new deposit accounts and to originate consumer loans.Originates consumer loans and some small business loans and is actively building and maintaining a loan and deposit portfolio.Educates customers about the availability of services originated by internal partners such as Treasury Management services.Performs proactive outbound phone calls to current and prospective consumer and small business customers. May partner with branch Manager to do outbound business development meetings in the community.Develops a pipeline of prospects from in branch and outbound business development activities.Independently supports and resolves client issues with digital products and services.Supports the community, which may include events during and after business hours, weekends, volunteerism, and other forms of community sponsorship." We can break into bullet list for responsibilities. Now Requirements (education/experience): - High School Diploma or GED, required. - 2 years of banking and/or demonstrated sales experience required. - 2 years developing current and new client relationships, achieving sales goals, and building referral sources in banking or retail environment with client Service and cash handling experience required. - 2 years in a lending function with loan origination and processing functions required. We could also include "This position may require you to act as a Bank MLO..." but that's more qualification/skill. We'll treat under Qualifications. Qualifications (knowledge/skills, certifications): - In-depth knowledge of Consumer and Business products and services. - Demonstrated proficiency in consumer and business lending. - Demonstrated proficiency in consumer lending and basic business lending skills. - Ability to understand cash flow, financial statements, and market risk. - Demonstrates desire and ability to build upon technology skills in various delivery channels, including online banking platforms, Bill Pay, E-Statements, mobile banking, ATM, and business banking applications. - This position may require you to act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer in obtaining or applying to obtain a mortgage, negotiate a mortgage, otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of communication) that such person can or will perform any of these activities, or refer a consumer to a loan originator (Note: Except those employees of the Bank who do not discuss particular credit terms available and do not refer the consumer, based on the employee’s assessment of the consumer’s financial characteristics to a particular Bank MLO) for compensation or gain. All MLOs will be required to register as an MLO complying with the SAFE Act requirements. - This position IS NOT authorized to act as a Bank Closed-End MLO, which is defined as any position designated to perform the activities of a Bank MLO for closed-end transactions, and therefore this position is limited to acting as a Bank MLO for open-end transactions (i.e., home equity lines of credit) only. We could also include "Be a part of a bank that invests in you! Competitive Incentive Plan: Earn rewards that match your efforts. Professional Development: Grow your skills with our tailored premier banker programs. Career Growth: Clear paths to achieve your professional goals." That's more about benefits/culture; maybe could go under Benefits? But we already have Benefits section. Could include as part of Benefits? But they are not benefits like health etc. They are incentive plan, professional development, career growth. Could be part of Benefits or maybe a separate section like "Additional Perks". But we only have predefined headings; we could put them under Benefits as part of prose. However the Benefits heading is for benefits; we could still include those as part of Benefits section prose. But we need to preserve all substantive information; we can include them in Benefits section as prose. But we also have explicit Benefits paragraph: "Our Benefits We are proud to offer a competitive total rewards package including base wages and comprehensive benefits. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly." We can combine the "Be a part of a bank..." into Benefits section as additional prose. Pay: we have the pay range and note. Schedule: none. Now we need to ensure we don't include boilerplate: remove EEO, accommodation, staffing agencies, etc. Now produce HTML. Structure:
About the role

... (prose) maybe we can keep as paragraph. But we could also keep as paragraph. Then
Responsibilities
- ... each duty. We need to split the responsibilities into sensible bullet points. Let's list them: - Build meaningful, long-term client relationships by exhibiting Breakthrough Client Service Standards and providing customized solutions to help clients achieve financial goals. - Offer sound financial advice and collaborate with internal Bank partners. - Be active in the community and engage customers where and how they prefer to bank by providing education on digital and traditional solutions. - Engage clients and prospects in client financial review(s) and business financial reviews to provide

Relationship Banker

About the role

Responsibilities

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