Relationship Banker
for section headings: 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. Must not include Job ID etc. Must preserve all substantive info, not invent or summarize away detail. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, application instructions. So we need to extract relevant content.
Let's parse the posting:
Primary Office Location: 55 Matthew Drive. Uniontown, Pennsylvania. 15401. Join our team. Make a difference - for us and for your future. Position Title: Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment Position Overview This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution of all customer transaction requests, and identification of opportunities to convert transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values. The incumbent may be required to work at various locations within the market.
Primary Responsibilities Promotes the sales process through greeting customers, identifying customer service and product needs, leveraging sales leads, and outbound calling. Make appropriate recommendations in the selling and cross-selling of Bank products and services. Identifies and achieves individual weekly sales/referral goals set by the Branch Manager. Incorporate FNB digital products and services into customer interactions. Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants. Responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards. Performs routine operational duties, including traditional teller transactions and other operational tasks according to established policies and procedures. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 0 Skills Required to Perform the Primary Responsibilities of this Position: Excellent customer service skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Detail-oriented Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Experience in a related position. Knowledge of banking policies, procedures consumer products and services. Sales and customer service skills. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required. Physical Requirements Or Work Conditions Beyond Traditional Office Work May require overnight travel for training purposes, particularly during onboarding
Then EEO boilerplate etc.
We need sections: About the role (position overview), Responsibilities (primary responsibilities), Requirements (maybe education/experience?), Qualifications (maybe licenses?), Skills (skills list), Benefits (none given), Pay (none), Schedule (none). We should only include sections with real specific content.
We have:
- About the role: position overview paragraph.
- Responsibilities: list of duties.
- Requirements: maybe education and experience? The posting includes Minimum Level of Education Required and Minimum # of Years of Job Related Experience. That could be "Requirements". Also physical requirements (overnight travel). Could be part of Requirements.
- Qualifications: maybe Licensures/Certifications required.
- Skills: list of skills.
- Benefits: none given, so omit.
- Pay: none, omit.
- Schedule: none, omit.
We must not include placeholder like "commensurate with experience". Not present.
We need to use for each section heading. Use - for any list of duties/requirements/benefits. Use
for prose.
We need to preserve all substantive information. So we need to include the location? The posting includes Primary Office Location. Should we include that? It's substantive. Where to put? Possibly in About the role or a separate section? There's no specific heading for location. Could include in About the role as a paragraph. The instruction: "Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it." So location could be folded into a short
. Probably include in About the role as a paragraph.
We must not include EEO boilerplate etc. So we need to strip that.
Let's extract content:
About the role (position overview) plus location:
"Primary Office Location: 55 Matthew Drive. Uniontown, Pennsylvania. 15401. Join our team. Make a difference - for us and for your future. Position Title: Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment Position Overview This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution of all customer transaction requests, and identification of opportunities to convert transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values. The incumbent may be required to work at various locations within the market."
We need to remove the "Position Title:" etc? The instruction says do NOT repeat the job title as a heading, but we can include it in prose? It says "fold minor metadata into a short
or drop it." The Position Title is metadata; we could drop it or include in a short p. Probably better to drop it to avoid redundancy. The location is also metadata; we could include a short p. But we can also incorporate location into About the role paragraph.
We need to preserve ALL substantive information; location is substantive. So we should keep it. We'll include a short p: "Primary Office Location: 55 Matthew Drive, Uniontown, Pennsylvania 15401." Then another p for position overview.
But we must not repeat the job title as a heading; we can still mention it in prose? It's not a heading, so okay. But we could drop it to avoid duplication. The instruction: "Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it." So we can include job title in a short p if we want, but it's minor metadata. Safer to drop it.
Thus About the role section will have:
Primary Office Location: 55 Matthew Drive, Uniontown, Pennsylvania 15401.
This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution of all customer transaction requests, and identification of opportunities to convert transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values. The incumbent may be required to work at various locations within the market.
Now Responsibilities: we need to list each duty as - . The responsibilities paragraph includes multiple sentences; we can split into list items.
List:
- Promotes the sales process through greeting customers, identifying customer service and product needs, leveraging sales leads, and outbound calling.
- Make appropriate recommendations in the selling and cross-selling of Bank products and services.
- Identifies and achieves individual weekly sales/referral goals set by the Branch Manager.
- Incorporate FNB digital products and services into customer interactions.
- Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants.
- Responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards.
- Performs routine operational duties, including traditional teller transactions and other operational tasks according to established policies and procedures.
- Performs other related duties and projects as assigned.
- All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program.
- F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines.
- Compliance with regulatory laws and company procedures is a required component of all position descriptions.
We need to ensure we keep all substantive info. The last three sentences about risk management and compliance are part of responsibilities? They appear after responsibilities but could be considered part of role. We'll include them as responsibilities.
Now Requirements: Education and experience.
We have:
- Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED
- Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 0
Also Physical Requirements Or Work Conditions Beyond Traditional Office Work: May require overnight travel for training purposes, particularly during onboarding.
We could include physical requirements under Requirements as well.
Thus Requirements section could have:
Minimum Level of Education: High School or GED
Minimum Years of Job-Related Experience: 0
Physical Requirements/Work Conditions: May require overnight travel for training purposes, particularly during onboarding.
Alternatively we could make a list.
Now Qualifications: Licensures/Certifications Required: Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required.
Thus Qualifications section:
Licensures/Certifications: Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required.
Now Skills: list of skills.
Skills Required:
- Excellent customer service skills
- Excellent communication skills, both written and verbal
- Excellent organizational, analytical and interpersonal skills
- Detail-oriented
- Ability to use a personal computer and job-related software
- MS Word - Basic Level
- MS Excel - Intermediate Level
- MS PowerPoint - Basic Level
- Experience in a related position.
- Knowledge of banking policies, procedures consumer products and services.
- Sales and customer service skills.
Note some duplicates: "Excellent customer service skills" and later "Sales and customer service skills". We'll keep as given.
We'll output as - items.
Now we must not include any boilerplate like EEO etc. Ensure we removed.
Now produce HTML fragment:
About the role
Primary Office Location: 55 Matthew Drive, Uniontown, Pennsylvania 15401.
This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution of all customer transaction requests, and identification of opportunities to convert transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values. The incumbent may be required to work at various locations within the market.
Responsibilities
- Promotes the sales process through greeting customers, identifying customer service and product needs, leveraging sales leads, and outbound calling.
- Make appropriate recommendations in the selling and cross-selling of Bank products and services.
- Identifies and achieves individual weekly sales/referral goals set by the Branch Manager.
- Incorporate FNB digital products and services into customer interactions.
- Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants.
- Responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards.
- Performs routine operational duties, including traditional teller transactions and other operational tasks according to established policies and procedures
- for any list of duties/requirements/benefits. Use
for prose. We need to preserve all substantive information. So we need to include the location? The posting includes Primary Office Location. Should we include that? It's substantive. Where to put? Possibly in About the role or a separate section? There's no specific heading for location. Could include in About the role as a paragraph. The instruction: "Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it." So location could be folded into a short
. Probably include in About the role as a paragraph. We must not include EEO boilerplate etc. So we need to strip that. Let's extract content: About the role (position overview) plus location: "Primary Office Location: 55 Matthew Drive. Uniontown, Pennsylvania. 15401. Join our team. Make a difference - for us and for your future. Position Title: Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment Position Overview This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution of all customer transaction requests, and identification of opportunities to convert transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values. The incumbent may be required to work at various locations within the market." We need to remove the "Position Title:" etc? The instruction says do NOT repeat the job title as a heading, but we can include it in prose? It says "fold minor metadata into a short
or drop it." The Position Title is metadata; we could drop it or include in a short p. Probably better to drop it to avoid redundancy. The location is also metadata; we could include a short p. But we can also incorporate location into About the role paragraph. We need to preserve ALL substantive information; location is substantive. So we should keep it. We'll include a short p: "Primary Office Location: 55 Matthew Drive, Uniontown, Pennsylvania 15401." Then another p for position overview. But we must not repeat the job title as a heading; we can still mention it in prose? It's not a heading, so okay. But we could drop it to avoid duplication. The instruction: "Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it." So we can include job title in a short p if we want, but it's minor metadata. Safer to drop it. Thus About the role section will have:
Primary Office Location: 55 Matthew Drive, Uniontown, Pennsylvania 15401.
This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution of all customer transaction requests, and identification of opportunities to convert transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values. The incumbent may be required to work at various locations within the market.
Now Responsibilities: we need to list each duty as - . The responsibilities paragraph includes multiple sentences; we can split into list items.
List:
- Promotes the sales process through greeting customers, identifying customer service and product needs, leveraging sales leads, and outbound calling.
- Make appropriate recommendations in the selling and cross-selling of Bank products and services.
- Identifies and achieves individual weekly sales/referral goals set by the Branch Manager.
- Incorporate FNB digital products and services into customer interactions.
- Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants.
- Responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards.
- Performs routine operational duties, including traditional teller transactions and other operational tasks according to established policies and procedures.
- Performs other related duties and projects as assigned.
- All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program.
- F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines.
- Compliance with regulatory laws and company procedures is a required component of all position descriptions.
We need to ensure we keep all substantive info. The last three sentences about risk management and compliance are part of responsibilities? They appear after responsibilities but could be considered part of role. We'll include them as responsibilities.
Now Requirements: Education and experience.
We have:
- Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED
- Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 0
Also Physical Requirements Or Work Conditions Beyond Traditional Office Work: May require overnight travel for training purposes, particularly during onboarding.
We could include physical requirements under Requirements as well.
Thus Requirements section could have:
Minimum Level of Education: High School or GED
Minimum Years of Job-Related Experience: 0
Physical Requirements/Work Conditions: May require overnight travel for training purposes, particularly during onboarding.
Alternatively we could make a list. Now Qualifications: Licensures/Certifications Required: Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required. Thus Qualifications section:Licensures/Certifications: Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required.
Now Skills: list of skills. Skills Required: - Excellent customer service skills - Excellent communication skills, both written and verbal - Excellent organizational, analytical and interpersonal skills - Detail-oriented - Ability to use a personal computer and job-related software - MS Word - Basic Level - MS Excel - Intermediate Level - MS PowerPoint - Basic Level - Experience in a related position. - Knowledge of banking policies, procedures consumer products and services. - Sales and customer service skills. Note some duplicates: "Excellent customer service skills" and later "Sales and customer service skills". We'll keep as given. We'll output as- items.
Now we must not include any boilerplate like EEO etc. Ensure we removed.
Now produce HTML fragment:
About the role
Primary Office Location: 55 Matthew Drive, Uniontown, Pennsylvania 15401.
This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution of all customer transaction requests, and identification of opportunities to convert transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values. The incumbent may be required to work at various locations within the market.
Responsibilities
- Promotes the sales process through greeting customers, identifying customer service and product needs, leveraging sales leads, and outbound calling.
- Make appropriate recommendations in the selling and cross-selling of Bank products and services.
- Identifies and achieves individual weekly sales/referral goals set by the Branch Manager.
- Incorporate FNB digital products and services into customer interactions.
- Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants.
- Responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards.
- Performs routine operational duties, including traditional teller transactions and other operational tasks according to established policies and procedures
- items.
Now we must not include any boilerplate like EEO etc. Ensure we removed.
Now produce HTML fragment: