Relationship Banker
Cornerstone Community Financial Credit Union · Royal Oak, MI · 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 as heading. No Job ID etc. Remove boilerplate like EOE, etc. Also remove application instructions (none). Must preserve all substantive info.
We need to parse the posting.
Sections:
- "Our Opportunity:" seems like About the role. It contains description of role. So we can have
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 as heading. No Job ID etc. Remove boilerplate like EOE, etc. Also remove application instructions (none). Must preserve all substantive info.
We need to parse the posting.
Sections:
- "Our Opportunity:" seems like About the role. It contains description of role. So we can have About the role
with paragraph(s) containing that text.
- "What You'll Do in This Role:" => Responsibilities. So Responsibilities
with list of duties (bulleted). The text includes many duties separated by periods. We should convert to - items. Must preserve all details.
- "What You'll Bring To CCF:" => Requirements/Qualifications/Skills. Could split into Requirements (experience, education), Qualifications (maybe same), Skills (proficiency, etc). But we need to decide based on content. The instruction: Prefer a few substantive sections over many thin ones. So we could combine into one section maybe "Requirements" or "Qualifications". But we have headings list: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to include only those with real content. We have content for Requirements (experience, education), Qualifications (maybe same), Skills (proficiency, etc). Could separate: Requirements: experience and education; Qualifications: maybe certifications? Not present. Skills: proficiency with MS suite, math, attention to detail, customer service, communication, sales aptitude, ability to be bonded, notary. Could combine Requirements and Qualifications? But we need to follow headings if content exists. Let's see: The posting says "What You'll Bring To CCF:" then bullet-like sentences: Six months to two years of similar or related experience, including time spent in preparatory positions. Minimum 2 years of experience in a proactive sales position and an additional year minimum in a banking/credit union environment opening accounts and taking loan applications. A high school degree or GED is required. Proficiency with the Microsoft suite of products including Word and Outlook. Familiarity with financial products preferred. Ability to perform basic mathematical calculations including addition, subtraction, division, multiplication, rates, and percentages. Strong attention to detail. Demonstrated strong customer service skills that include proven ability to handle difficult member interactions. Strong communication skills must be demonstrated through oral and written means. Proven sales aptitude. Ability to be bonded. Ability to obtain and maintain notary designation.
We could split: Requirements: experience and education (six months to two years, min 2 years proactive sales, additional year banking, HS diploma/GED). Qualifications: maybe none else? Could treat proficiency with MS suite etc as Skills. Or we could put all under Requirements and skip Qualifications and Skills. But instruction: Prefer a few substantive sections over many thin ones. So maybe combine into one section "Requirements" covering experience, education, and skills. But we have headings list; we could still include only About the role, Responsibilities, Requirements, Benefits. That seems sufficient. Pay and Schedule not present (no mention of salary numbers or schedule). Benefits present: "The Perks of Being Part of CCF:" with list. So we include Benefits.
Thus sections: About the role, Responsibilities, Requirements, Benefits.
We need to ensure we don't include filler like "commensurate with experience". Not present.
Now format.
About the role paragraph: combine the two sentences? Actually "Our Opportunity: The Relationship Banker/Member Advisor will support CCF by developing and nurturing relationships with our membership working diligently to find real positive solutions for their financial needs. They will utilize their strong product knowledge to promote, educate, and cross-sell financial products and services to meet the current and future financial needs of our members. Offers appropriate products/services to deepen member relationships with CCF in accordance with CCF's goals and growth targets. Serves as a professional representative of the credit union through all member interactions and ensures each member receives outstanding member service by performing within CCF’s vision, mission, goals, and living our service promises through inbound calls, outbound calls, email, and in-person interactions."
We'll put as
...
.
Responsibilities: list items from "What You'll Do in This Role:" after colon. Let's extract each duty separated by periods or commas? The text: "Utilizes a consultative interview process with each interaction to identify opportunities and deliver creative financial solutions, including, but not limited to facilitating the mortgage lending process, opening and maintaining consumer accounts, processing consumer loan applications, Credit Insurance, GAP, and MBP and other duties as assigned to deepen the member relationship with CCF. Educates members on benefits of products and services offered by CCF. Includes calculating loan terms, rates, amount financed, and payment amounts Processes financial transactions, updates account information, and documents member interviews in our core system promptly, efficiently, and accurately with close attention to detail. Research issues and situations and collaborates with internal departments, as necessary, to resolve concerns. Fosters cooperation, teamwork, and frequent communication with the Centralized Lending and Loan Processing staff to ensure seamless service for our membership. Follows-up through the loan closing process. Performs department related support duties, to include, but not limited to scanning, faxes, and working daily reports. Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control."
We need to split into sensible bullet items. Could break at each sentence.
Let's create list:
- Utilizes a consultative interview process with each interaction to identify opportunities and deliver creative financial solutions, including, but not limited to facilitating the mortgage lending process, opening and maintaining consumer accounts, processing consumer loan applications, Credit Insurance, GAP, and MBP and other duties as assigned to deepen the member relationship with CCF.
- Educates members on benefits of products and services offered by CCF.
- Includes calculating loan terms, rates, amount financed, and payment amounts.
- Processes financial transactions, updates account information, and documents member interviews in our core system promptly, efficiently, and accurately with close attention to detail.
- Research issues and situations and collaborates with internal departments, as necessary, to resolve concerns.
- Fosters cooperation, teamwork, and frequent communication with the Centralized Lending and Loan Processing staff to ensure seamless service for our membership.
- Follows-up through the loan closing process.
- Performs department related support duties, to include, but not limited to scanning, faxes, and working daily reports.
- Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
That seems fine.
Requirements: from "What You'll Bring To CCF:" we need to list items. Could break into bullet list.
Items:
- Six months to two years of similar or related experience, including time spent in preparatory positions.
- Minimum 2 years of experience in a proactive sales position and an additional year minimum in a banking/credit union environment opening accounts and taking loan applications.
- A high school degree or GED is required.
- Proficiency with the Microsoft suite of products including Word and Outlook.
- Familiarity with financial products preferred.
- Ability to perform basic mathematical calculations including addition, subtraction, division, multiplication, rates, and percentages.
- Strong attention to detail.
- Demonstrated strong customer service skills that include proven ability to handle difficult member interactions.
- Strong communication skills must be demonstrated through oral and written means.
- Proven sales aptitude.
- Ability to be bonded.
- Ability to obtain and maintain notary designation.
We could group experience/education as Requirements, and the rest as Skills, but we decided to combine into Requirements. That's okay.
Benefits: from "The Perks of Being Part of CCF:" paragraph then list.
Paragraph: "When you join CCF you’re not just taking a job—you’re joining a community. From milestone anniversaries to our legendary chili cook-off, we believe in recognizing achievements and building connections through fun, shared experiences."
Then list bullet items:
- Competitive Base Compensation: Competitive salary with eligibility for performance-based incentives.
- Paid Time Off: PTO available to support work-life balance, in addition to 13 paid company holidays per year.
- Wellness & Volunteer Time: Additional time off to support employee wellness and community involvement.
- Health Insurance Coverage: Multiple low-deductible medical plan options, as well as dental and vision coverage.
- Employer-Paid Coverage: Company-paid life insurance and short- and long-term disability coverage.
- Flexible Spending Accounts (FSA): Options for both medical and dependent care FSAs.
- Education Assistance: Tuition reimbursement and student loan repayment support to help advance your education and career.
- Retirement Benefits: 401(k) plan with up to 4% company match, plus an additional 4% profit-sharing contribution.
- Employee Assistance Program (EAP): Confidential support services for personal and professional challenges
We'll output as - items.
We must not include Work Location line? It's substantive but not a section heading. Could be placed in About the role paragraph or maybe a separate short paragraph. The instruction: preserve ALL substantive information; do not invent or summarize away detail. So we need to include "Work Location: This position is based in Royal Oak, MI." Also "EOE: CCF is committed to equal opportunity and complies with EEOC rules and regulations." That is boilerplate EEO; we should remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. So we should drop the EOE line. Work Location is not boilerplate; we should keep it. Where to put? Could add a short paragraph after About the role or as its own line. Since we have no specific heading for location, we can include it in About the role paragraph or as a separate
. Probably best to add a short
after About the role: "Work Location: This position is based in Royal Oak, MI."
We must not repeat job title as heading. Already not.
Now produce HTML fragment.
Structure:
About the role
Our Opportunity: The Relationship Banker/Member Advisor will support CCF by developing and nurturing relationships with our membership working diligently to find real positive solutions for their financial needs. They will utilize their strong product knowledge to promote, educate, and cross-sell financial products and services to meet the current and future financial needs of our members. Offers appropriate products/services to deepen member relationships with CCF in accordance with CCF's goals and growth targets. Serves as a professional representative of the credit union through all member interactions and ensures each member receives outstanding member service by performing within CCF’s vision, mission, goals, and living our service promises through inbound calls, outbound calls, email, and in-person interactions.
Work Location: This position is based in Royal Oak, MI.
Responsibilities
- Utilizes a consultative interview process with each interaction to identify opportunities and deliver creative financial solutions, including, but not limited to facilitating the mortgage lending process, opening and maintaining consumer accounts, processing consumer loan applications, Credit Insurance, GAP, and MBP and other duties as assigned to deepen the member relationship with CCF.
- Educates members on benefits of products and services offered by CCF.
- Includes calculating loan terms, rates, amount financed, and payment amounts.
- Processes financial transactions, updates account information, and documents member interviews in our core system promptly, efficiently, and accurately with close attention to detail.
- Research issues and situations and collaborates with internal departments, as necessary, to resolve concerns.
- Fosters cooperation, teamwork, and frequent communication with the Centralized Lending and Loan Processing staff to ensure seamless service for our membership.
...
. Responsibilities: list items from "What You'll Do in This Role:" after colon. Let's extract each duty separated by periods or commas? The text: "Utilizes a consultative interview process with each interaction to identify opportunities and deliver creative financial solutions, including, but not limited to facilitating the mortgage lending process, opening and maintaining consumer accounts, processing consumer loan applications, Credit Insurance, GAP, and MBP and other duties as assigned to deepen the member relationship with CCF. Educates members on benefits of products and services offered by CCF. Includes calculating loan terms, rates, amount financed, and payment amounts Processes financial transactions, updates account information, and documents member interviews in our core system promptly, efficiently, and accurately with close attention to detail. Research issues and situations and collaborates with internal departments, as necessary, to resolve concerns. Fosters cooperation, teamwork, and frequent communication with the Centralized Lending and Loan Processing staff to ensure seamless service for our membership. Follows-up through the loan closing process. Performs department related support duties, to include, but not limited to scanning, faxes, and working daily reports. Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control." We need to split into sensible bullet items. Could break at each sentence. Let's create list: - Utilizes a consultative interview process with each interaction to identify opportunities and deliver creative financial solutions, including, but not limited to facilitating the mortgage lending process, opening and maintaining consumer accounts, processing consumer loan applications, Credit Insurance, GAP, and MBP and other duties as assigned to deepen the member relationship with CCF. - Educates members on benefits of products and services offered by CCF. - Includes calculating loan terms, rates, amount financed, and payment amounts. - Processes financial transactions, updates account information, and documents member interviews in our core system promptly, efficiently, and accurately with close attention to detail. - Research issues and situations and collaborates with internal departments, as necessary, to resolve concerns. - Fosters cooperation, teamwork, and frequent communication with the Centralized Lending and Loan Processing staff to ensure seamless service for our membership. - Follows-up through the loan closing process. - Performs department related support duties, to include, but not limited to scanning, faxes, and working daily reports. - Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. That seems fine. Requirements: from "What You'll Bring To CCF:" we need to list items. Could break into bullet list. Items: - Six months to two years of similar or related experience, including time spent in preparatory positions. - Minimum 2 years of experience in a proactive sales position and an additional year minimum in a banking/credit union environment opening accounts and taking loan applications. - A high school degree or GED is required. - Proficiency with the Microsoft suite of products including Word and Outlook. - Familiarity with financial products preferred. - Ability to perform basic mathematical calculations including addition, subtraction, division, multiplication, rates, and percentages. - Strong attention to detail. - Demonstrated strong customer service skills that include proven ability to handle difficult member interactions. - Strong communication skills must be demonstrated through oral and written means. - Proven sales aptitude. - Ability to be bonded. - Ability to obtain and maintain notary designation. We could group experience/education as Requirements, and the rest as Skills, but we decided to combine into Requirements. That's okay. Benefits: from "The Perks of Being Part of CCF:" paragraph then list. Paragraph: "When you join CCF you’re not just taking a job—you’re joining a community. From milestone anniversaries to our legendary chili cook-off, we believe in recognizing achievements and building connections through fun, shared experiences." Then list bullet items: - Competitive Base Compensation: Competitive salary with eligibility for performance-based incentives. - Paid Time Off: PTO available to support work-life balance, in addition to 13 paid company holidays per year. - Wellness & Volunteer Time: Additional time off to support employee wellness and community involvement. - Health Insurance Coverage: Multiple low-deductible medical plan options, as well as dental and vision coverage. - Employer-Paid Coverage: Company-paid life insurance and short- and long-term disability coverage. - Flexible Spending Accounts (FSA): Options for both medical and dependent care FSAs. - Education Assistance: Tuition reimbursement and student loan repayment support to help advance your education and career. - Retirement Benefits: 401(k) plan with up to 4% company match, plus an additional 4% profit-sharing contribution. - Employee Assistance Program (EAP): Confidential support services for personal and professional challenges We'll output as- items.
We must not include Work Location line? It's substantive but not a section heading. Could be placed in About the role paragraph or maybe a separate short paragraph. The instruction: preserve ALL substantive information; do not invent or summarize away detail. So we need to include "Work Location: This position is based in Royal Oak, MI." Also "EOE: CCF is committed to equal opportunity and complies with EEOC rules and regulations." That is boilerplate EEO; we should remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. So we should drop the EOE line. Work Location is not boilerplate; we should keep it. Where to put? Could add a short paragraph after About the role or as its own line. Since we have no specific heading for location, we can include it in About the role paragraph or as a separate
. Probably best to add a short
after About the role: "Work Location: This position is based in Royal Oak, MI." We must not repeat job title as heading. Already not. Now produce HTML fragment. Structure:
About the role
Our Opportunity: The Relationship Banker/Member Advisor will support CCF by developing and nurturing relationships with our membership working diligently to find real positive solutions for their financial needs. They will utilize their strong product knowledge to promote, educate, and cross-sell financial products and services to meet the current and future financial needs of our members. Offers appropriate products/services to deepen member relationships with CCF in accordance with CCF's goals and growth targets. Serves as a professional representative of the credit union through all member interactions and ensures each member receives outstanding member service by performing within CCF’s vision, mission, goals, and living our service promises through inbound calls, outbound calls, email, and in-person interactions.
Work Location: This position is based in Royal Oak, MI.
Responsibilities
- Utilizes a consultative interview process with each interaction to identify opportunities and deliver creative financial solutions, including, but not limited to facilitating the mortgage lending process, opening and maintaining consumer accounts, processing consumer loan applications, Credit Insurance, GAP, and MBP and other duties as assigned to deepen the member relationship with CCF.
- Educates members on benefits of products and services offered by CCF.
- Includes calculating loan terms, rates, amount financed, and payment amounts.
- Processes financial transactions, updates account information, and documents member interviews in our core system promptly, efficiently, and accurately with close attention to detail.
- Research issues and situations and collaborates with internal departments, as necessary, to resolve concerns.
- Fosters cooperation, teamwork, and frequent communication with the Centralized Lending and Loan Processing staff to ensure seamless service for our membership.